David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
CFP Board of Standards - Offers the latest information on financial planning both to the public and pratitioners.
Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning.
Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
Budros & Ruhlin, Inc. - Provides financial planning and investment management services on a fee-only basis.
Fred Meyer, CFP - Fee-only financial planning and investment advisory firm.
Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
The Jentner Financial Group - Certified personal wealth managers.
Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
Brady & Associates Financial Services - Provides personal financial planning services in Australia.
I B Malitz & Associates - Provides comprehensive fee-only financial planning.
The Rawls Company - Provides business succession planning services to capital intensive, family businesses.
Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
George H. Coughlin II, CFP - Provides financial and IRA planning services.
Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
Multop and Associates - Provides tax and financial planning services.
Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
RBM Financial Ltd. - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
Advisors Financial Group - Full service fee-oriented financial planning.
Global Financial Advisors, Inc. - A fee-only financial planning and investment advisory firm.
Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
Capitol Financial Group, Inc. - Provides financial planning services and investment products.
Equitable Divorce Solutions, Inc. - Provides financial planning for clients experiencing the dissolution of their marriage.
Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
Financial Planning Association - Organization comprised solely of CFP licensees.
Columbus Financial Group - Financial planning and registered investment advisory services.
Security Financial Services - Offers a full range of financial planning services.
W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning.
Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams.
Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
Jahn Investment Advisors - Specializing in the financial concerns of women.
Michael Pelletier, CFP - Financial planner offers financial advice to individuals and small businesses.
Carol Gosho, CFP - Providing portfolio management and financial planning services.
Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
Duncan H. Cooper, CFP - Offers estate, retirement, tax and investment planning throughout New England.
The Financial Advisors Group - Provides fee-only financial planning services and educational articles.
Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
Total Asset Planning - Provides investment advisory and tax and estate planning services.
Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
Lexington Financial Management - Fee only financial planning firm based in Lexington, Massachusetts.
PartnersInWealth - Provides financial planning and investment services.
Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services.
Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
Thomas J. Hahn, CFP - Provides investment and retirement planning services.
Hershberger Financial Services - Offers comprehensive financial planning and investment services.
Miceli Financial Planning - Offering comprehensive financial planning and investment management services.
Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
Owens Financial - CFP provides portfolio management and financial planning services.
Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
John M. Scherer, CFP - Comprehensive financial planning and advisory firm.
Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
James R Johnson, CFP - Features portfolio management and financial planning services.
Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
Bond Financial Group - Christian investors and financial advisors in notes, receivables, mortgages, and equity capital.
Charis Financial - Fee-based financial planning for Christian families, businesses and ministries.
Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis.
Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
Ringdahl Financial Advisors, Inc. - Offers a broad range of financial planning and consultation services.
AIS Financial Services, L.L.C. - Financial planning for the individual or small business, including investments and insurance.
Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
Houston Financial Planning - Offers retirement, college, investment and estate planning services.
Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
Our Life Savings.com - Specializes in retirement and investment planning services.
Blattel & Associates - Offers investment and retirement planning services.
Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
ACS Financial Advisors - Fee-only financial and wealth management firm.
Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
Ross L. Marino CFP - Providing portfolio and wealth management services.
Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
On Your Side, Inc. - Provides retirement planning strategies, cash flow spending plans, and college funding advice.
Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
BG Financial - Specializes in providing fee-only financial planning and investment advice.
Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning.
Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
Beeman & Johnson Asset Planning - Provides retirement and estate planning, investment management and insurance analysis.
Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
The Sudden Money Center - Helps recipients of financial windfalls with their new financial position.
Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
David Dagley, CFP - Windsor, Ontario. Specializing in comprehensive written financial plans.
Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Richmond Financial Associates, Inc. - Focusing on investments, insurance, and money management.
Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
Hatch & Muir - Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
Australian Financial Services Limited - Combines financial and estate planning services, insurance Retirement planning.
Desert Valley Financial Planning, LLC - Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources.
Claymore Financial Group - Features product and service overview, mailing list and financial links.
The Main Street Group, Ltd - Offers full range of financial planning products and services.
Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
Broussard Financial Group - Provides education for financial, investment and retirement planning.
Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
FPAnet.org - Find a CFP® Professional - The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
Independence Financial Planners - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
