Link Partners
Cambridge, Massachusetts Comprehensive Financial Planner and Investment Adviser
Fisher Financial Strategies provides fee-only, as-needed financial planning and investment advice on an hourly basis. The site provides links to financial resources and the financial planning web log, The FFS Blog.
http://FFSCambridge.comFrisco Financial Planning LLC, Fee Only NAPFA, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, is a CERTIFIED FINANCIAL PLANNER™ professional. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.
http://www.ffplan.comFee-Only Financial Planning and Wealth Management in Atlanta, Georgia
Description: Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management
www.thorntonwealth.comFee-Only Financial Planner in Orlando Florida
Description: Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner in Orlando, Florida, serving all of Central Florida with investment advice, tax planning, financial planning, and business exit planning. Orrgroup is an approved DFA advisor and is the creator of RightPath401k.com, a leader in 401k plans.
www.orrgroup.com-
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.
www.iam-financial.com Fee-Only Certified Financial Planners — Independent Wealth Management LLC
We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan.
http://www.iwmusa.comFee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP®, EA, has more than 30 years experience and is a NAPFA-registered, independent financial planner.
http://www.floridafinancialadvisors.com-
William B. Kelly (Bill), CFP® is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
www.sirusresources.com Kaplan Financial Advisors, LLC Fee-Only Financial Planning in Central NJ.
1-908-898-0549 We’re a client-centric firm backed by a team of “best in class” experts in the area of tax planning, insurance, estate planning, financial planning and investments. Working with an expert team gives our clients the highest probability of achieving their financial and life goals. We give our clients access to Dimensional Fund Advisors mutual funds. As a result, our clients can invest in world-class institutional-grade investments which aren't available to the general public
www.kaplanfinancialadvisors.com-
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.
www.tabr.net Wayzata Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Rick Epple, CFP® has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. "My mission is to provide clients with peace of mind.I do this using a proprietary method I develop called The Smart Decision Process™. The process ensures nothing is overlooked and while helping you create a dynamic model for making smart financial decisions that are based on your most important goals."
www.EppleFinancial.com-
A Blog specializing in help for people transitioning between jobs or retiring and needing to transfer 401(k) and other retirement funds to an IRA Rollover account.
www.LaidOffinSanDiego.com -
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent in New Berlin, IL.
www.bfponline.com Joseph Capital Management, LLC - Fee-Only Financial Planner
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida, with offices in Raleigh and Atlanta.
www.josephcapital.comFee-Only CERTIFIED FINANCIAL PLANNER™ Practitioner near Portland, Oregon
Portland Financial Advisors is an Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services.
www.pdxadvisors.comFee-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 who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
www.utahfinancialadvisor.blogspot.comVintage Financial Services in Ann Arbor, Michigan
Vintage Financial Services, based in Ann Arbor, Michigan, offers investment management, financial planning and tax preparation services.
www.vintagefs.comFee-Only Financial Advice and Investment Management in Highlands Ranch, CO
Paul Staib is the founder of Staib Financial Planning, LLC (SFP), a Colorado based Registered Investment Advisor. SFP’s mission is simple: To help people achieve their financial goals by offering professional, independent, Fee-Only financial planning services, at a fair value.
www.staibfinancialplanning.com-
Fee Only CERTIFIED FINANCIAL PLANNER™ Professional – Financial Advisor in Boston Massachusetts
Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients in the Boston North area of Massachusetts and in Southern New Hampshire.
www.wmallc.com -
We are a full service financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
www.lifeplanningpartners.com -
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Triangle Wealth Management LLC is a Fee-Only Financial Planning and Registered Investment Advisor practice serving Cary, Apex, Raleigh, Durham, and Chapel Hill North Carolina. Jeff Seymour CFP®, Engineer, Triangle Wealth Management LLC, 1000 Centre Green Way, Suite 200, Cary, NC 27513 (919) 228-6312.
http://www.triwealth.com -
Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA
We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.
www.minervaplanninggroup.com -
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, specializes in portfolio management and helping individuals financially plan for a successful retirement. We serve the valley working with clients in Glendale, Phoenix, Mesa, Chandler and Scottsdale.
www.wealth-engineering.com -
Fee-Only Financial Advisor and CFP® Professional in Newtown, PA
Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
www.yardleywealth.net -
NAPFA fee-only financial advisor specializing in safe 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 that provide secure investment growth.
www.allbondportfolios.com Independent Fee-Only Financial Advisor and Investment Management firm in Round Rock and Austin
A Fee-Only retirement financial planner and wealth management firm. We offer comprehensive financial planning and investment management in the Austin TX area.
www.austinfeeonlyfinancialplanner.com-
Financial Advisor & Fee Only CERTIFIED FINANCIAL PLANNER™ Professional in Atlanta, GA
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
www.sandersfinancial.com -
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC 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).
www.RetirementPlanningSolutions.us -
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner™ 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 Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA
Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.
http://www.advocatewealthmanagement.com-
Fee-Only CERTIFIED FINANCAL PLANNER™ Professional, Retirement Planning in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.
www.cedaradvisors.com -
Fee-Only NAPFA Registered Advisor serving Newport News, Williamsburg, and Hampton Roads, VA
Katherine L. Brown offers fiduciary independent financial advice in investment management and financial planning. Katherine has over 10 years of experience and graduated from programs at Stanford University and UCLA.
www.brownplanning.com -
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 -
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 Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP® and Lauren Lindsay, CFP® have over four decades of combined financial planning experience. We also service clients in the Northshore area, New Orleans, Baton Rouge, and Birmingham areas.
www.mypfa.com-
Allow us to become your unbiased, trusted financial coordinator and fiduciary in Michigan or Tennessee. Y.D. Financial Services, Inc.
www.ydfs.com -
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
http://www.lfpadvisors.com/ -
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 -
Ogorek Wealth Management LLC is an independent fee-only financial planning and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.
www.ogorek.com -
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
http://www.alphafa.com -
Las Vegas Financial Advisors & Wealth Management
REDROCK WEALTH MANAGEMENT is an independent Fee Only firm in Las Vegas with CERTIFIED FINANCIAL PLANNER™ professionals specializing in retirement wealth preservation and income strategies for affluent clientele.
http://www.redrockwealth.com/ -
The Wealth Conservatory is a team of independent fee-only Certified Financial Planner™ professionals with offices in California, Missouri, and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
http://www.wealthconservatory.com/ -
Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina - Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
http://www.lazarusfp.com/Home.html -
Fee-only Financial Advisor in Franklin, Massachusetts. Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.
www.TitaniumAdvisors.com Fee-Only CFP® Professionals, Birmingham, Hoover
Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Birmingham, Hoover, Vestavia, AL.
www.wesban.com
