Financial Alliance Links
Financial Alliance Links
Financial Alliance Links
Find a Financial Advisor – Independent Fee Only CERTIFIED FINANCIAL PLANNER
CFP Financial Planner in Las Vegas – Finacuity
A Las Vegas and Henderson based fee only registered investment advisor firm specializing in 401k plans for small businesses and financial planning for those retired or nearing retirement.
org has free investment advice, help, guidance, resources and tools to help investors make smart investing decisions with their money.
Sustainable, socially conscious investment, Tucson Arizona. We help make SRI easy for socially conscious investors. Socially Responsible Investing (SRI) Hub
Is a group of fee only independent certified financial planners and registerd investment advisors who act as fidiciaries for their clients. Soar Wealth Manager Alliance
Asset Allocation has basic asset allocation information, tools and resources to help investors understand the complexities of investing across multiple asset classes and managing a portfolio.
Investment Review – Investment Plans
Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.
Best Mutual Funds
Best Mutual Fund is a mutual fund tracking website with the most recent top performing mutual funds. The site is dedicated to educating investors NOT to chase the best performing mutual funds but rather to invest according to a plan for the long term.
Investment Portfolio Advisors is dedicated to helping investors learn and understand the types of investment advisors, their regulatory and fee structures.
Portland Fixed Income Specialists LLC
Beaverton, Oregon fee only financial planning and tax advisor with an emphasis in the safety of fixed income and bond investing. Our bond strategies will preserve your principal while minimizing taxes and the impact of inflation.
Fee Only CFP Financial Advisor in Hawaii
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope.
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.
Fee Only Financial Planning – Roman Financial Advisors in San Diego CA
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.
Fee-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.
Fee-Only CERTIFIED FINANCIAL PLANNER(TM), 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. 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.
Fee-Only CFP CPA Independent Financial Advisor in Minnesota
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.
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.
Fee-Only CFP Independent Financial Advisor in Chicago
Long & Associates is a Fee-Only™ financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL.
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH
San Diego Fee Only Financial Advisor
Charles L Stanley, CFP® ChFC AIF® serves individual families with Estate
Planning and Wealth Management in San Diego County California.
Fee-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.
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT
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.
Cambridge and Boston, MA Fee-Only CERTIFIED FINANCIAL PLANNER(TM)
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. The web site also features a personal financial planning web log, The FFS Blog.
Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan
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.
Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor
Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)
Independent Wealth Management LLC – Fee-Only Certified Financial Planners
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.
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. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals.
Kaplan Financial Advisors, LLC – Fee-Only Independent DFA Funds Advisor in New Jersey
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.
Life Strategies Financial Planning
Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds.
Maine Based CERTIFIED FINANCIAL PLANNER
Bogue Asset Management, LLC offers comprehensive financial planning, wealth management and investment management services.
Retirement Fee Only Financial Planning Advisor in Denver
A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Finanial Planning.
Minerva Planning Group – Fee Only Financial Planner in Atlanta
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
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.
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 Funds).
Portland 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.
San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.
Sanders Financial Management
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
The Advisory Firm of Katherine L. Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.
Timberchase Financial, LLC
Comprehensive Financial Planning & Investment Management.
Yardley Wealth Management, LLC
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
Capital Markets U.com
Investor Education for Main Street America
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 Participants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
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. Y.D. Financial Services, Inc.
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.
Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WASherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages. They serve the East-Side of Seattle and clients nationally.
Arcadia Investment Advisors, LLC – Fee-Only Financial Advisor with offices in Portland, Oregon, Vancouver, Washington, and Boise, Idaho. Arcadia Investment Advisors, LLC is an independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise,Idaho. Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upontrust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals.
Independent Fee Only CERTIFIED FINANCAL PLANNER Lake Oswego Oregon
Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
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.
Dean Roland Russell Family Wealth Management
– Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ – CFP ® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington
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.
Dana James Hornquist of Hornquist Financial is an independent Fee Only Financial Advisor and CERTIFIED FINANCIAL PLANNER based in Minneapolis. Fee-Only Financial Planning in Minneapolis
Fee-Only CFP Independent Financial Advisor in Buffalo, Williamsville, Amherst, NY
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.
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 and Round Rock area.
Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide. Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina
The Wealth Conservatory
Is a team of independent fee-only Certified Financial Planner TM professionals with offices in California, Missouriand New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
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 goals.
Fee-only CFP Financial Planner in Franklin, MA 02038 and Newton, MA
Kevin L. Nulton, as President of Titanium Advisors, provides a unique blend of unbiased financial, legal and tax expertise to address the various financial planning issues faced by our clients.
Ann Arbor Financial Planners and Advisors
White House Financial & Settlement Consulting is a leading financial planning, consulting and investment management firm consisting of Ann Arbor Financial Advisors and Ann Arbor Financial Planners who are focused on providing financial advice in and around Ann Arbor.
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.
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake). Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor
Independent, Fee-Only, NAPFA Registered Financial Advisor in Vancouver, Washington
Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor located just across the Columbia River from Portland, Oregon on historic Officers Row in Vancouver, Washington. Fort Vancouver Investment Management provides objective financial planning and investment management services.
, Peoria, Illinois Johnston Investment Counsel
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.
San Francisco CFP Fee-Only Financial Planner& Investment Advisor
Michelle Fait Michelle A Fait, founder of Satori Financial LLC, is a fee-only CFP specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce
Fee-Only Financial Advisor in Minneapolis, Minnesota
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
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.
Pioneer Wealth Management Group is an Austin based firm consisting of fee-only financial planners, providing our clients advice that is in the their best interest with no outside influences. We sell no products, recieve no commissions, and we abide by a strict fiduciary code. Fee-Only Financial Advisor in Austin and Dallas
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.
Saratoga Springs, 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. leemgt.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
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.
Trinity Wealth Management – Cleveland Area Fee only Investment Advisor Professional and Financial PlannerFee Only Registered Investment Advisor firm and a member of NAPFA, with offices in Painesville, OH and Lubbock, TX. TWM provides comprehensive financial planning and investment management services to individuals, families, small business owners, and Sherwin-Williams employees.
Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.
San Diego, CA Fee Only Financial Planning and Investment ManagementBlue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California.
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. Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina
Craig Ritter, Certified Financial Planner™ and independent, fee only fiduciary financial advisor, provides investment management, retirement planning and financial planning. Phoenix and Scottsdale Fee Only CFP Fiduciary Financial Advisor
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington
Financial Planner NJ, Zynergy Retirement Planning, a NAPFA-registered fee-only financial planner based in New Jersey.
Gosho Financial Group has been helping California-based clients through fee-only Financial Planning, Wealth and Retirement Planning as well as Eldercare Planning. Carol Gosho is a Certified Financial Planner (CFP) and a member of Financial Planning Association (FPA) of San Francisco and Silicon Valley