Financial Advisor Links Directory

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms

We’ve provided links as a resource for your financial and investment planning. We do not necessarily endorse these third party websites, but rather provide them to you as a resource. Use your personal discretion and due diligence when visiting these and other websites.

The official web site for the National Association of Personal Financial Advisors (NAPFA): http://www.napfa.org/.

Lockhart Presentation Folders – Custom presentation folder printing from Lockhart Industries. http://www.presentationfolders.com/.

ARIZONA

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona – Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement. www.wealth-engineering.com

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona – Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area. http://continuum-wealth.com/

Tucson Fee Only Financial Planners specializing in Socially Responsible Investing – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice. www.aiofinancial.com

CALIFORNIA

California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling – www.feeonlyadvisor.com

Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA – TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. – www.tabr.net

San Diego Fee Only Advisor Independent CERTIFIED FINANCIAL PLANNER™ practitioner Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.www.sandiegofeeonly.com

Fee-Only CFP® Financial Planning, Investment Management and Retirement Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA). www.veripax.net

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area – Investor’s Capital Management, LLC (ICM) can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected. ICM has been providing financial guidance to the Bay Area since 1999. Get unbiased financial advice in Menlo Park, CA. http://www.feesonly.com

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California – Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com

Fee Only Financial Advisor for Doctors – Rated #1 Financial Advisory firm in Los Angeles by Investopedia, ACap Asset Management believes in investing not speculating. Using asset-class investing, we work with our clients to ensure their portfolios are in line with their financial goals and risk tolerance. http://www.acapam.com/

Reh Wealth Advisors LLC, A Fee Only Advisor serving the Glendora, West Covina, and La Verne areas – Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals. www.investwithsteve.com

Portnoff Financial LLC is an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice. www.portnofffinancial.com

Qubera Wealth Management is a fee-only Financial Planning and Investment Management firm in Los Angeles, California. Nirav Desai is the founder and financial planner helping physicians and digital media professionals plan for a better tomorrow. http://quberawealth.com/

COLORADO

Highlands Ranch, Colorado Fee Only CERTIFIED FINANCIAL PLANNER™ practitioner Staib Financial Planning, LLC is a comprehensive fee-only financial planning and investment management firm located near Denver, Colorado. www.staibfinancialplanning.com

Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning Services in Colorado Springs, CO – Pinnacle Financial Concepts, Inc. is a fee-only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interest of our clients. http://www.pinnaclefinancialconcepts.com

FLORIDA

Fee Only independent registered investment advisor in Boynton Beach – Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA. www.raymignone.com

Wealth Management Firm in Miami, FL – We are a Wealth Management Boutique Firm in Miami Florida, focused on helping High Net Worth Individuals grow their portfolio. www.ForemInvestments.com

GEORGIA

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals. www.jphadvisory.com

Paramount Investment Advisors, Inc.: Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia. www.paramountia.com

Retirement Planning Focused on Couples – Minerva Planning Group is a fee-only wealth management firm in Decatur. Our CFP® Practitioners work with clients to help them formulate and achieve their financial goals. http://www.minervaplanninggroup.com/

ILLINOIS

Long & Associates, LLC – Independent Fee-Only Certified Financial Planner™ (CFP®) and Advisor in Chicago, IL. http://www.longfinancialplanning.com

Mentor Capital Management Inc. – Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs. http://www.mentoradvisers.com/

Quinn Financial Planning LLC – Fee-Only Financial Planner in the north central part of Illinois. A financial planner who’s on your side…with customized one-on-one solutions. http://www.quinnfp.com/

Johnston Investment Counsel – Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally. http://www.jicinvest.com/

LOUISIANA

Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.www.FerroFinancial.com

Personal Financial Advisors, LLC, wealth advisory firm based in Covington, LA
Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.

CFP Certified Financial Planners in Lafayette Louisiana – Jerry Broussard is a NAPFA Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional with Broussard Financial Group a Fee-Only financial planning and Investment Advisory firm serving the Acadiana area of Louisiana. http://www.broussardfinancialgroup.com/

MAINE

Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial planning, wealth management and investment management. www.bogueassetmanagement.com

Portland Financial Planning Group (Portland, ME) – Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect. www.pfpg.com

MASSACHUSETTS

Fee-Only Financial Planner and Investment Adviser in Boston and Cambridge, Massachusetts – Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis. – FFSCambridge.com

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL – Nevils Financial offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management. www.nevilsfinancial.com/

Fee-Only NAPFA Financial Planner in Franklin, MA 02038 and Newton, MA Kevin L. Nulton, as both a Certified Financial Planner™ professional and an attorney, provides a unique blend of independent financial, legal and tax expertise to address the various financial planning issues faced by our clients. www.TitaniumAdvisors.com

MICHIGAN

Ann Arbor MI Wealth Manager – CFP Financial Planning Vintage Financial Services offers comprehensive financial planning, investment management and income tax preparation services to individuals throughout the US. www.vintagefs.com

Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee – YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques. http://www.ydfs.com

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.http://www.thefeeonlyplanner.com

Fee-Only Financial Planning Investment Management Firm in Grand Rapids and Okemos, MI – IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime. http://www.iam-financial.com

MINNESOTA

Fee-Only CFP® Financial Advisor Independent. Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities. http://www.clerestoryadvisors.com

Fee-Only Retirement Planning in Minneapolis, Minnesota – Phillip Christenson (www.phillipchristenson.net) is a Plymouth, MN financial advisor. He provides fee-only financial planning services to the state of Minnesota. His services include, wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest as the client. Reach out to schedule a meeting. www.PhillipJamesFinancial.com

MISSISSIPPI

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon. www.berglandwealth.com/

NEVADA

Fee Only Financial Advisors in Las Vegas – Finacuity. A wealth management firm specializing in fee only fiduciary solutions to complex retirement planning issues for individuals and families in Las Vegas. https://www.finacuity.com/

Las Vegas CFP Financial Advisor Retirement Architects – Retirement Architects is a Las Vegas based independent fee-only financial advisor firm specializing in retirement planning for individuals and 401k retirement plans for small to medium sized businesses. www.retirementarchitects.com

NEW HAMPSHIRE

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire – Azimuth Financial Planning (AFP) provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. www.azimuthplanning.com

NEW JERSEY

Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. http://www.weingartenassociates.com/

Financial Futures LLC _ Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey. http://www.financial-futures-llc.com/

Portnoff Financial LLC is an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice. www.portnofffinancial.com

Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.

Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years.
Protecting your family’s wealth from predators, creditors and Senators since 1994.”SM

NEW YORK

Capital District, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. . Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. www.leemgt.com

Long Island Financial Advisor – Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA as a Fee Only financial advisor, with an office in Melville and Brooklyn, New York. They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations. http://www.landmarkwealthmgmt.com/

New York City based independent financial planning and investment management firm – Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns. www.altfest.com

NORTH CAROLINA

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Research Triangle Park and nationwide. http://www.BeaconFinancialStrategies.com

Blue Water Portfolios – Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina, North CarolinaBlue Water Capital Management, LLC is an independent, fee-only financial advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management. http://www.bluewaterportfolios.com/

OHIO

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide. www.ritterdaniher.com

JGR Financial Solutions Ohio Fee Only Financial Advisor. Justin Rush, a CFP practitioner and member of NAPFA, provides fee only financial planning and investment management to young professionals, executives, and educators. Located in Canton Ohio, Justin serves clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas. http://jgrfinancial.com/

Fee Only Financial Advisors in Columbus Ohio rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry. http://rebelfinancial.com

Cincinnati based Total Wealth Planning acts as a Fiduciary with an independent, fee-only wealth management approach to provide objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives. www.twpteam.com

OKLAHOMA

Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma – Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City. http://www.stepbystepfinancial.org/

OREGON

Portland, Oregon Fee-Only Financial Planning and Investment Management. If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon. www.cedaradvisors.com

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California – Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com

PENNSYLVANIA

CFP® – Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania – Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP® financial planning services and investment management in Newtown, PA. www.yardleywealth.net/

NAPFA Fee-Only financial advisor specializing in high quality all-bond portfolios – The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide to provide secure investment growth. http://www.allbondportfolios.com

TENNESSEE

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN Cypress Wealth Management provides financial planning and investment management to professionals, busy executives, and business owners in the Mid-South. http://www.cypresswm.com/

Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan – YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques. http://www.ydfs.com

TEXAS

Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ professional in Austin, TX – Palermo Wealth Management is a Texas based Fee-Only retirement and wealth management firm. Palermo Wealth Management is a member of NAPFA and a CERTIFIED FINANCIAL PLANNER (TM) practitioner in Austin and Round Rock. http://www.palermowealth.com/

Fee-Only Charitable Estate Financial Planner in Texas. Trinity Wealth Management helps Charitable Estate Planning clients, and others, throughout Texas with their financial planning needs, from their office in Lubbock. From the clients they work with to the way they are paid, Trinity is different from many other firms in many ways. If you are ready to start planning for a better tomorrow, contact Trinity Wealth Management, today!
http://www.trinitywm.com/

Certified Financial Planner professional helping clients fulfill their wanderlust – We help clients to realize their life-long travel goals while also taking into account their need for long-term financial planning. WildBlue helps to balance a desire to travel today while never forgetting about retirement, insurance, investments, and other financial matters at home. We work with clients around the globe by harnessing technology so that they don’t have to be stressed about being thousands of miles away. www.wild-blue.us

CFP Servicing the Plano, McKinney and Allen, TX Areas – Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004. http://www.ffplan.com/

UTAH

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah – Lon Jefferies with Net Worth Advisory Group is a Fee-Only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals individuals who are preparing for or experiencing a major life transition.www.utahfinancialadvisor.blogspot.com

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah – Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah. http://www.networthadvice.com/

VIRGINIA

Chesapeake, VA Fee-Only Wealth Management and Financial Planning, Honeycutt Financial, LLC – Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term. http://www.honeycuttfinancial.com

Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond VA Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind. http://www.summitfinancialplanning.com/

American Capital Planning, LLC | Wealth Management | Divorce | LAUNCH | – Whether you’re building or dividing, let us help you protect and grow your assets. American Capital Planning is the partner of high net worth families and individuals across the United States. Offering a boutique, intimate experience while putting our clients’ interests first. We build full, understandable and executable plans around your goals. http://americancapitalplanning.com/

WASHINGTON

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning Redmond, Bellevue, Kirkland, WA Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide www.Sherwood-Investments.com

Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington. http://www.michaelpace.net

CERTIFIED FINANCIAL PLANNER Professional in Vancouver, WA & Portland, OR Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.www.pathfinderfa.com

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ – CFP® Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com

WISCONSIN

Retirement Planning Solutions – Bill McDonald, Fee-Only Financial Advisor in Madison, WI – Retirement Planning Solutions is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors). http://www.retirementplanningsolutions.us/index.html

Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.
http://www.financialfiduciariesllc.com/

 

DISCLAIMER: Links to other sites are provided for your convenience only. Alpha Financial Advisors, LLC neither endorses any firm or advisor listed nor verifies or attests to the accuracy of the content of any web site. Users accept full responsibility for the use and content of the sites listed.