Other NAPFA Members

NAPFA, Fee-Only advisors around the country

Alabama

http://www.longviewfa.com/index.html

Longview Financial Advisors, Inc (LFA) is a fee-only financial planning and wealth management firm. While we have offices in Huntsville and Gadsden AL our firm has a regional focus, serving clients in Tuscaloosa, Birmingham, Atlanta and North Georgia. LONGVIEW uses a process-driven planning method to help you plan your financial future.Arizona

 

Arizona

http://aiofinancial.com/

FEE-Only Financial Planner specializing in Socially Responsible Investing in Tucson Arizona – AIO Financial in Tucson, AZ provides financial services including:  wealth management, retirement planning, financial management, investment advisors, and investment management.  Socially Responsible Investing Hub – ethical, green, sustainable, value socially conscious impact – created to help make SRI easy for socially conscious investors.

Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care.  We serve the valley, working with clients in Glendale, Peoria, Phoenix, Mesa, Chandler and Scottsdale

 

Arizona and Ohio

http://www.savvyoutcomes.com/

Based in Tucson, AZ and Dublin, Ohio, Savvy  outcomes is a fee-only financial planing firm and influential leader who has successfully managed many multi-million dollar endeavors. She has over 20 years of business experience with more than 15 years in financial services.

http://www.retirementplanningsolutions.us/index.html

Retirement Planning Solutions is an Independent Registered Investment Advisory Firm which provides customized portfolio management for middle income retirees and families.

 

California

Fee-Only Financial Planners in Orange County, CA – TABR Capital Management  Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial risk.www.tabr.net

InvestWithSteve.com, A Fee Only Advisor in the Southern California

InveswithSteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

http://www.curtisfinancialplanning.com/

Curtis Financial Planning, LLC – Wealth Management for Savvy Women and their Families

http://feesonly.com/index.html

Investor’s Capital Management, LLC – We specialize in tax planning, advice on company stock, straight forward investing, guidance on real estate investments, and retirement planning. Most importantly we make sure that all aspects of your financial life are working in-sync to help you achieve your life goals.

http://www.sandiegofeeonly.com/

Blue Water Capital Management Blue Water offers a range of flexible financial planning and investment management services. Whether you are looking for a quick check-up, an in-depth review of your whole financial situation, or a professionally managed investment portfolio, we can meet your needs.

Qubera Wealth Management is a fee-only Financial Planning and Investment Management firm based in Los Angeles, California – helping physicians and digital media professionals  plan for a better tomorrow.

Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice

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.

 

Colorado

Fee-Only Investment Advisor and Certified Financial Planner in Highlands Ranch, Littleton, Denver, Colorado –  Staib Financial Planning, LLC is a comprehensive Fee-Only retirement planning Investment and Financial Advisor Firm providing objective, personal financial advice our clients can trust. www.staibfinancialplanning.com

 

Florida

http://www.lifeplanningpartners.com/

Life Planning Partners – Providing the absolute best in financial life planning.

 

Georgia

Fee-only financial advisor in Atlanta, Decatur and St. Simons.  Minerva Planning Group is a fee-only planning firm that has served clients in Atlanta, Decatur and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

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

JPH Advisory Group

 

Hawaii

www.pathfinderfs.com

As a fee-only financial planner and fiduciary, Pathfinder delivers concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.

 

Illinois

Johnston Investment Counsel:  With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

 

Louisianna

http://www.mypfa.com/

Personal Financial Advisors – provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find.

Lafayette Louisiana Fee-Only CERTIFIED FINANCIAL™ – Broussard Financial Group is is an independent financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana

 

Maine

Portland Financial Planning Group, LLC (Portland, ME)  Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

 

Maryland and Virginia

http://www.ltwealth.com/

Lifetime Wealth Planning and Managment Whether you are visiting our site for the first time or as a seasoned user, we welcome you. We are a Fee-Only® financial planning business with offices in National Harbor, Maryland, and Alexandria, Virginia. We named our firm “Lifetime Wealth Planning and Management” because we believe it describes what we do best: provide wealth planning and management services over our clients’ lifetimes.

 

Massachusetts

http://www.ffscambridge.com/

Fisher Financial Strategies specializing in  Fee-Only, hourly, as-needed financial planning and investment advisory services to individuals and families.

 

Massachusetts and Florida

http://www.nevilsfinancial.com/

Nevils Financial, LLC

 

Massachusetts and Vermont

Fee Only Comprehensive Financial Advisor in Franklin, MA and Quechee, VT    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

 

Michigan

http://www.iam-financial.com/

IAM Financial

http://www.iwmusa.com/

Independent Wealth Management  – empowering and enhancing lives with customized personal wealth strategies and investment portfolio managment..

http://www.vintagefs.com/home

Vintage Financial is a fee-only, independent-wealth management firm. For the past three decades, they have taken a proactive role in providing sound financial planning and investment management for individuals throughout the U.S.

http://www.thefeeonlyplanner.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.

Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee http://www.ydfs.com  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.

Minnesota

http://www.colleenweber.com/home

Colleen Weber CPA, LLC – Provides clients with financial advice and personal service at an affordable price.  Delivers sound, objective financial advice in the clients’ best interest on a fee-only basis.

PhillipJamesFinancial – We are a financial planning & investment management company located in Plymouth Minnesota. We are Fee-Only and a Fiduciary. The two partners/owners are Phillip Christenson and James Sexton. Investing with Purpose.

http://clerestoryadvisors.com/index.html

Clerestory Advisors

 

Mississippi

Mississippi Fee-Only CERTIFIED FINANCIAL PLANNERTM – CFP® Certificant, Investment & Financial Advisor – Ridgeland, Madison, Jackson

Bergland Wealth Management is a Fee-Only, Fiduciary, Registered Investment Advisor Firm serving affluent clients in Ridgeland, Mississippi

 

New Hampshire

http://azimuthplanning.com/aboutus.html

Azimuth Financial Planning, LLC  – The CFM service is a fully integrated approach to financial planning that combines the development and implementation of the financial plan to ensure you stand the best chance of achieving your objectives.

http://www.bfadvisors.com/

http://investwithpaul.com/new/bostonretirementadvisors/content.asp

Boston Retirment Advisors  – our commitment is to provide you with personal service and seasoned advice to help you clarify your goals and realize your dreams. We’ll sit down with you and really get to know who you are and where you want to be. Together, we’ll go over your current and long-term financial needs and goals. That way, we can help you create a realistic, personalized investment strategy.

 

New Jersey

http://noyescapital.com/index.htmlNoyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound financial plans, effectively implemented, will measurably improve the quality of your life. At Noyes Capital, you will only get unbiased, objective advice, with no conflict of interest. Your interests always come first. We are passionate about helping you achieve your financial success.

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

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

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

 

New Jersey and California

www.portnofffinancial.com

PORTNOFF FINANCIAL LLC in 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

 

New York

http://ogorek.com/

Ogorek Wealth Management – We are an independently owned firm whose sole purpose is the success and security of our clients. As a fiduciary, we have pledged to act in your best interests at all times.

Fee Only Investment Advisor, Financial Planner, Fiduciary in New York, Florida, Queens, Nassau, Long Island & Boynton Beach. Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989, member of NAPFA & FPA.  www.RayMignone.com www.RinksFinancialAdvice.com

Altfest Personal Wealth Management is an independent fee-only financial planning and investment management firm in New York City. Altfest professionals understand the issues facing widows and divorced persons, the challenges that business executives have in diversifying their investments and retirement planning, and the hurdles couples (married and unmarried) face in estate planning. www.altfest.com

Albany, 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

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

Nevada

CEFEX Certified Fee Only Fiduciary CFP Advisor in Las Vegas – Redrock Wealth Management was established in 2005 as a fee only fiduciary financial planner and advisor in Las Vegas. The firm specializes in retirement transition planning for those nearing retirement.

North Carolina

http://www.alphafa.com/

Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is an independent financial planning, tax planning and investment management firm offering wealth management services to discerning clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.

Forge a personal financial partnership with the advisors at Clearview Wealth Management in Charlotte, NC.  Our CFP® advisors believe that our clients deserve a fiduciary who always acts in their best interest.  We partner with client families to proactively plan for their financial futures, to help them stay in better control of their future.  See our e-book Family Conversations About Aging.

Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina.  Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.

 

Ohio

http://www.ritterdaniher.com/

Ritter Daniher Financial Advisory – Our mission is to educate, motivate and support clients in pursuit of their financial goals and life dreams. This will be accomplished through personalized, fiduciary-based wealth management services that provide them with financial peace of mind.

Canton Ohio Fee Only Financial Advisor and Investment Management. Justin Rush, founder of JGR Financial Solutions, provides fee only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country

Total Wealth Planning, LLC, an independent, fee-only wealth advisory team in Cincinnati, Ohio, provides guidance to enrich client’s lives.  Clients are guided 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

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

Personal Financial Planning, Investment Management, Tax Advice, and Retirement Plan Fiduciary in Cleveland, OH.  Brent Dickerson, Certified Financial Planner™ and Enrolled Agent, provides fiduciary wealth management services and advice to a range of clients, including many employed by Sherwin-Williams in Cleveland and throughout the country.

 

Oregon

Fee Only CERTIFIED FINANCIAL PLANNER 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 and Beaverton, Oregon.

http://pdxadvisors.com/

Portland Financial Advisors is a fee-only financial planning and investment management firm offering advice and guidance – with the personal attention that only an independent, locally owned company can provide.  We do not accept commissions for financial planning products or referral fees.  Every decision we make is based on the interests of our clients, without regard to compensation.

Oregon and California

http://springwaterwealth.com/

Independent Fee-Only CERTIFIED FINANCIAL PLANNER tm 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.

 

Pennsylvania

http://www.allbondportfolios.com/index.html

Scarsdale Investment Group – focus on creating a consistent cash flow from a portfolio of individual bonds.  They maximize your after-tax cash flow by investing in tax-free municipal bonds.

 

Pennsylvannia and New Jersey

http://www.yardleywealth.net/

Yardley Wealth Management is  an independent, fee-only wealth management firm.  They tailor our investment and wealth management strategies around your objectives. We work for you – not a bank, brokerage firm or insurance company.

 

Tennessee

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN – Discover your true wealth and live the life you love! Serving executives, professionals, and business owners, we provide comprehensive financial planning, and investment management services in Memphis, TN, North Mississippi, and eastern Arkansas.

Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan http://www.ydfs.com  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.

Texas

http://odysseywealth.com/

Odyssey Wealth Management is a Fee-Only wealth management firm providing independent and objective financial advice.  We specialize in goals based financial planning and investment management services with a special focus on tax management and asset protection.

Texas CFP(r) helping GenX Mid-Career Professionals with Personal Financial Planning

Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.

Austin, TX Fee Only CERTIFIED FINANCIAL PLANNER Financial AdvisorInvestment Advisor
Palermo Wealth Management is a fee only, comprehensive wealth management firm offering retirement planning, investment managementand financial planning to generation x and y clients in the Austin and Texas.

Fee-Only Certified Financial Planner, Frisco, TX
Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

http://poseycapital.com/default.asp

Posey Capital Management

 

Tennessee and Michigan

http://www.ydfs.com/

Y.D. Financial Services, Inc.

 

Utah

http://networthadvice.com/

Net Worth Advisory Group –  Our non-commissioned, expert financial advisors make a personal commitment to do all they can to help you succeed. We thrive on developing life-long relationships with our clients and receive great satisfaction helping you obtain your goals.

 

Virginia

http://www.summitfinancialplanning.com/

Summit Finanical Planning – offering fee-only financial advice for college and retirment planning, small business succession and small business 401k plans.

Washington

Sherwood Investment Services is a fiduciary, fee only financial planning firm specializing in retirement planning and investment management.  Serving clients in Redmond, Bellevue, Seattle East-Side, WA. No commissions.  They provide independent financial planning and fee-only investment management with no commissions. http://www.sherwood-investments.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

Wisconsin

http://www.shakespearewm.com/

Shakespeare Wealth Management – Planning for Life.It’s about understanding our clients, planning for their retirement life, and their families’ best life, through smart, comprehensive financial advice.

Bill McDonald – Retirement Planning Solutions,  Fiduciary Financial Advisor in Madison, WI
Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees.   We are also an approved sponsor of Dimensional Funds.