We work with other professionals to develop your financial plan and manage your investments to best fit your objectives.  Regardless of where you live, we can work with you using our advanced technology and paperless system.  Our clients reside in various states throughout the U.S.

• Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
  
  Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of CERTIFIED FINANCIAL PLANNER™ professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

   

• Fee-Only CFP Independent Financial Advisor, 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.

   

• 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.

   

• CFP Financial Services from Tucson, Arizona
  
  CFP Financial Services from Tucson, Arizona is a Fee Only Certified Financial Planner that specializes in financial services, asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and 401k.  
   

• 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.

   

• Orange County, CA Fee Only CERTIFIED FINANCIAL PLANNER (TM), CFP, Independent Financial Advisor
  
  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.

   

• Orange County, CA Fee Only Financial Advisor
  
  Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies. 

   

• San Diego CA Fee Only Financial Planning - Roman Financial Advisors
  
  Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

   

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

   

• Joseph Capital Management, LLC - Florida Fee-Only Financial Planner
  
  Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida.

   

• JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management
  
  Jon Houk, A CERTFIED FINANCIAL PLANNER professional with over 25 years experience, founded JPH Advisory Group in order to provide integrated wealth management for families in the Atlanta area that need an independent, holisitic and unbiased approach to achieving their most important financial goals.
   

• 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.
  
   

• Fee-only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield)
  
  Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL.
   

• Mentor Capital Management, Inc. financial advisors in Chicago
  
  Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

   

• Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge
  
  Ferro Financial 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 financial planning, and investment advisory services.
  

   

• Personal Financial Advisors
  
  Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, and Baton Rouge.

   

• Maine Fee-Only CERTIFIED FINANCIAL PLANNER (TM) and Investment Management
  
  Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning to individuals across the state of Maine.

   

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

• 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. Our clients are in Michigan, Ohio, Florida and North Carolina.
   

• Saint Paul, Minneapolis Financial Advisors - Independent - Fee Only CFP
  
  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.

   

• Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota
  
  Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists.  Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.
   

• 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 Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
   

• Red Rock Independent Fee-Only CFP Financial Advisor in Las Vegas, NV
  
  Greg Phelps CFP, CLU, AAMS, the firm's president and retirement planning financial advisor specialist, has spent fourteen years serving the retirement, investment & financial planning needs for affluent clients.
   

• Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Sprints, FL
  
  Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL PLANNER™ Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH, Woburn, MA, Guilford, CT and Bonita Springs, FL. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience.

   

• Key Financial Solutions, LLC
  
  We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, CERTIFIED FINANCIAL PLANNER™ to residents of New Jersey.

   

• Robbinsville, NJ independent, Fee-Only financial planning and Registered Investment Advisor firm
  
  William B. Kelly (“Bill”), 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.

   

• Weingarten Associates, LLC 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.
   

• Ray Mignone & Co., Inc. Fee Only independent registered investment advisor in Little Neck Queens & Long Island, New York
  
  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.

   

• Fee-Only CFP Independent Financial Advisor in Williamsville, Amherst, NY
  
  Ogorek Wealth Management LLC is a fee-only comprehensive wealth management firm offering retirement planning, investment management, and financial planning to clients in Buffalo, Western New York, and nationwide.
   

• Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
  
  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 financial goals.

   

• Fee-only, CERTIFIED FINANCAL 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.

   

• Portland, Oregon and Santa Cruz, California Independent Financial Advisor
  
  Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial panning and investment management advice, designed to help them achieve financial success and realize their aspirations.

   

• Fee-Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Beaverton, Oregon
  
  Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon. 

   

• Portland Financial Advisors, NAPFA Fee-Only Financial Planners
  
  Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, Oregon.
   

• Addis & Hill Financial Advisors
  
  In 2000, after an eleven year career with a large financial services institution, our co-founder, Chip Addis, decided it was time to operate differently - reflecting more of his core values and beliefs. Together with Justin Hill they formed a company that revolves around their personal values, unique abilities, talents, and they developed an authentic culture that thrives more today than ever.
   

• Y.D. Financial Services, Inc.
  
  A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. Allow us to become your unbiased, trusted financial coordinator.

   

• 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.
   

• Independent CFP and Fee-Only Financial Advisor in Chesapeake, VA
  
  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.
  

• Marotta Wealth Management, Inc.
  
  Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services.
   

• Seattle Eastside Fee-Only Investment Management & Financial Planning
  
  Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.