{"id":1083,"date":"2021-02-24T14:40:45","date_gmt":"2021-02-24T19:40:45","guid":{"rendered":"https:\/\/www.alphafa.com\/?page_id=1083"},"modified":"2023-12-05T16:31:13","modified_gmt":"2023-12-05T21:31:13","slug":"financial-links","status":"publish","type":"page","link":"https:\/\/www.alphafa.com\/financial-links\/","title":{"rendered":"Financial Links"},"content":{"rendered":"

Financial Advisor Links Directory<\/h1>\n

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms<\/h3>\n

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.<\/em><\/p>\n

The official web site for the National Association of Personal Financial Advisors (NAPFA): http:\/\/www.napfa.org<\/a>.<\/p>\n

Arizona<\/h2>\n

AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing. https:\/\/aiofinancial.com<\/a><\/p>\n

Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals. https:\/\/www.suttlecrossland.com<\/a><\/p>\n

California<\/h2>\n

Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services. https:\/\/www.endeavorplanning.com<\/a><\/p>\n

We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment. https:\/\/www.rothmaninvest.com<\/a><\/p>\n

Financial planning and asset management firm focused on military, engineers, and child-free. https:\/\/www.pointlomaadvisors.com<\/a><\/p>\n

TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond. https:\/\/tabr.net<\/a><\/p>\n

Colorado<\/h2>\n

Financial Planning & Investment Management for Women and Women-Led Households. https:\/\/bwfinancialplanning.com<\/a><\/p>\n

We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US. https:\/\/www.staibfinancialplanning.com<\/a><\/p>\n

Florida<\/h2>\n

Financial Advisor \/ CERTIFIED FINANCIAL PLANNERS\u2122 (CFP\u00ae) in New York \u2013 Landmark Wealth Management, LLC<\/a>\u00a0is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.<\/p>\n

Georgia<\/h2>\n

Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning. https:\/\/www.sonasfp.com<\/a><\/p>\n

Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta. https:\/\/www.paramountia.com<\/a><\/p>\n

Illinois<\/h2>\n

Comprehensive financial planning and investment management. https:\/\/www.lifeplanningsolutions.net<\/a><\/p>\n

Louisiana<\/h2>\n

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life\u2019s transitions. https:\/\/www.broussardfinancialgroup.com<\/a><\/p>\n

Massachusetts<\/h2>\n

Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor. https:\/\/www.accessfinancialplanning.com<\/a><\/p>\n

Maryland<\/h2>\n

Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management. https:\/\/provisionfinancialplanning.com<\/a><\/p>\n

Tax-Focused Retirement Planning and investment management. https:\/\/www.archfinancialadvisors.com<\/a><\/p>\n

Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire. https:\/\/www.robinsonsmithwealth.com<\/a><\/p>\n

Maine<\/h2>\n

MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters. https:\/\/www.mjtassociates.com<\/a><\/p>\n

Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances. https:\/\/www.pulsefinancialplanning.com<\/a><\/p>\n

Missouri<\/h2>\n

White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning. https:\/\/whitesandwealth.com<\/a><\/p>\n

North Carolina<\/h2>\n

We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC. https:\/\/www.ark-wealth.com<\/a><\/p>\n

Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals. https:\/\/www.alphafa.com<\/a><\/p>\n

New Jersey<\/h2>\n

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. https:\/\/www.weingartenassociates.com<\/a><\/p>\n

Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey. https:\/\/financial-futures-llc.com<\/a><\/p>\n

New York<\/h2>\n

Clarity is a fee-only solo RIA that does AUM & project planning. https:\/\/www.clarityinv.com<\/a><\/p>\n

Financial Advisor \/ CERTIFIED FINANCIAL PLANNERS\u2122 (CFP\u00ae) in New York \u2013 Landmark Wealth Management, LLC<\/a>\u00a0is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.<\/p>\n

Ohio<\/h2>\n

Personalized, tax-smart, wealth management focused on enhancing your life and your wealth. https:\/\/www.f2wealth.com<\/a><\/p>\n

Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning. https:\/\/www.steadyclimbfp.com<\/a><\/p>\n

Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments. https:\/\/www.mygatewaymoney.com<\/a><\/p>\n

Flat-Fee retirement planning and investment management for people over 50. https:\/\/trulyprosperfp.com<\/a><\/p>\n

JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees. https:\/\/jgrfinancial.com<\/a><\/p>\n

Tennessee<\/h2>\n

Customized portfolio management for middle income retirees, pre-retirees, and families. https:\/\/www.retirementplanningsolutions.us<\/a><\/p>\n

Financial Planning for Business Owners. https:\/\/www.efinancialalliance.com<\/a><\/p>\n

We provide customized portfolio management for middle income retirees, pre-retirees, and families. https:\/\/www.retirementplanningsolutions.us<\/a><\/p>\n

Texas<\/h2>\n

We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP\u00ae resource and guide. https:\/\/waymakerfp.com<\/a><\/p>\n

Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas. https:\/\/elgonfa.com<\/a><\/p>\n

From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey. https:\/\/nsfinancialtransitions.com<\/a><\/p>\n

Fee-Only (When You\u2019re Up) Wealth Management. https:\/\/www.atxadvisors.com<\/a><\/p>\n

Virginia<\/h2>\n

We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA. https:\/\/www.summitfinancialpartnersrva.com<\/a><\/p>\n

RIA focused on retirement planning and equity compensation for individuals and families. https:\/\/www.stockplanadvisory.com<\/a><\/p>\n

Eastern Shore Fee Only CFP(r). https:\/\/www.johnfiege.com<\/a><\/p>\n

Fee Only Financial Planning and Wealth Management in Virginia. https:\/\/baycapitaladvice.com<\/a><\/p>\n

At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP\u00ae. https:\/\/manukafinancial.com<\/a><\/p>\n

We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes. https:\/\/www.bowenfinancial.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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 … <\/p>\n

Read More<\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank-1.php","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"\nFinancial Links | Alpha Financial Advisors | Charlotte, NC<\/title>\n<meta name=\"description\" content=\"Alpha Finacial Advisors' financial links page is provided as a list of additional resources for your investment and financial planning.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.alphafa.com\/financial-links\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Links | Alpha Financial Advisors | Charlotte, NC\" \/>\n<meta property=\"og:description\" content=\"Alpha Finacial Advisors' financial links 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