- David T Martula, CFP - http://martula.com
Hadley, Massachusetts firm offers fee-only financial planning services.
- David Twenhafel, CFP - http://www.divorce-and-money.com
Rockville, MD firm offers financial planning to people in the process of divorce.
- Steve Morris, CFP - http://www.stevemorris1.com/
Offers financial planning resources for the small business owner and individual investor.
- CFP Board of Standards - http://www.cfp-board.org/
Offers the latest information on financial planning both to the public and pratitioners.
- Frost Financial - http://www.frostfinancial.com/
Provides advice in the areas of investment, estate, insurance and tax planning.
- Compass Advisors LLC - http://www.feeonlyplanning.com
A fee-only financial planning firm in Atlanta, Georgia.
- The Rawls Company - http://www.rawlsco.com
Provides business succession planning services to capital intensive, family businesses.
- Douglas F. Hudson, CFP - http://www.rrsp.org/
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
- Reid Tax Company - http://www.reidtax.com/
CFP assists with tax problems, estate planning and trusts.
- Yeske and Company - http://www.yeske.com/
Offers articles, market updates, discussion areas, and financial planning services.
- Karen A. Ibach, CFP - http://www.karenibach.com/
Provides retirement planning, college funding, and financial planning services.
- National Association of Personal Financial Advisors (NAPFA) - http://www.napfa.com/
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. - http://www.rbmfinancial.com
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
- Stephen R. Hample, CFP - http://www.financial-planning-mt.com/
Offers advice in the areas of estate and retirement planning, and planned giving.
- Benefit Planning Services - http://www.bpsfinancial.com/
Fee-only investment management, financial planning and charitable consulting.
- Columbus Financial Group - http://www.columbusfinancial.com/
Financial planning and registered investment advisory services.
- Larry Cogdell, CFP - http://www.planner4u.com/
Provides financial planning, investment products and free tools and information.
- Henrietta Humphreys Group - http://www.humphreysgroup.com/
Fee-only CFPs provide financial planning and investment advice to individuals and families.
- Nigel Taylor, CFP - http://www.protectassets.com/
Provides domestic and international financial, retirement and estate planning.
- Financial Prep - http://www.financialprep.com/
Provides an exam prep for those taking the Level I, II, or III CFA exams.
- Pinnacle Financial Services - http://www.pfslink.com/
Provides financial planning products and services and wealth accumulation strategies.
- Carol Gosho, CFP - http://www.carolgosho.com/
Providing portfolio management and financial planning services.
- Lifetime Financial Planning - http://www.lifetimefp.net/
Provides fee-only financial planning and investment advice for middle-income clients.
- Capital Strategies Inc. - http://www.capitalstrategiesinc.com/
Offers financial planning to individuals, corporations and institutions.
- Parlan Financial Corp. - http://www.parlan.com/
Provides fee-only financial planning, investment management and corporate seminars.
- Total Asset Planning - http://www.total-asset-planning.com/
Provides investment advisory and tax and estate planning services.
- Joan Siegel, CFP - http://www.joandsiegel.com/
Provides financial planning, tax preparation services and educational resources.
- PartnersInWealth - http://www.partnersinwealth.com/
Provides financial planning and investment services.
- Thomas J. Hahn, CFP - http://www.myhdvest.com/thomashahn
Provides investment and retirement planning services.
- Miceli Financial Planning - http://www.salmiceli.com/
Offering comprehensive financial planning and investment management services.
- Owens Financial - http://www.owens-financial.com/
CFP provides portfolio management and financial planning services.
- Spinnaker Financial Advisors, PLLC - http://www.spinnakerfinancial.com/
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
- Ames Financial Services - http://www.amesfinancial.com/
Provides insurance services, investment and retirement planning, and college funding.
- John D. Caffrey, Jr. CFP - http://www.castlefinancialadvisors.com/
Investment advisory firm providing portfolio management and financial planning services.
- Bob Stowe, CFP - http://www.stowefinancialplanning.com/
Financial advisor providing portfolio management and financial planning services.
- James R Johnson, CFP - http://www.financialdoc.com/
Features portfolio management and financial planning services.
- Roberts & Fails, P.C. - http://www.robertsandfails.com/
Offering financial planning and tax advisory services to individuals, families and businesses.
- Folk Financial Planning - http://www.karenfolk.com/
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
- Herr Capital Management - http://www.herrcapital.com/
Certified Financial Planner and CPA offering estate and tax planning.
- Raymond D. Mignone, CFP - http://www.raymignone.com/
Provides investment advice, portfolio management and college planning.
- Sage Advisory Group, LLC - http://www.sageadvisorygroup.com/
Offers financial and investment advice to individuals and families on a fee-only basis.
- ACS Financial Advisors - http://www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296
Fee-only financial and wealth management firm.
- Peterson Planning - http://www.petersonplanning.com/
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
- G. Eric Faddis, CFP - http://www.ericfaddis.com/
Provides financial advice to professionals, small business owners, retirees and individuals.
- Ross L. Marino CFP - http://www.rossmarino.com/
Providing portfolio and wealth management services.
- Alden Capital Management - http://www.alden-capital.com/
Provides retirement and estate planning, as well as investment advisory services.
- Cambridge Financial Group - http://www.cambridgefinancialgroup.com/
Fee-only tax planning and preparation, estate planning, insurance and investments.
- Clarity Financial Group - http://www.clarityfinancialplanning.com/
Services includes estate preservation, college planning and retirement planning.
- BG Financial - http://www.planningmadeeasy.com/
Specializes in providing fee-only financial planning and investment advice.
- Norman Financial Planning, Inc. - http://www.normanfinancialplanning.com/
Fee-only serives include tax and retirement planning, college funding, and estate planning.
- Asset Planning Corporation - http://www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483
Offers investment, retirement and financial management to individuals, families, and corporations.
- Abuls, Bone & Eller - http://www.abepcs.com/
Offering investment management and financial and retirement planning services.
- The Sudden Money Center - http://www.suddenmoney.net/
Helps recipients of financial windfalls with their new financial position.
- Joel Isaacson & Co - http://www.joelisaacson.com/
New York CPA and CFP assisting with personal estate, investment, and financial planning.
- David Dagley, CFP - http://www.david-dagley.com/
Windsor, Ontario. Specializing in comprehensive written financial plans.
- Tyler & Associates - http://www.tax-finance.com/
Offers fee-only asset management and investment advising, tax preparation and estate planning.
- Tucker Financial Services Inc. - http://www.tuckerfinancialservices.com/
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
- Stiles Financial Services, Inc. - http://www.stilesfinancial.com/
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
- Starks Financial Group Inc. - http://www.starksfinancial.com/
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
- Financial Advisory Service, Inc. - http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services.
- Montecito Capital Management, LLC - http://www.mcapitalmgt.com/
Specializing in financial planning, retirement services, investment management and portfolio management.
- Barrios Financial Services - http://barriosfinancial.com/
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
- Kring Financial Management, Inc. - http://www.KringFinancial.com/
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
- Cooper Management Service, Inc. - http://www.cooperms.com/
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
- Buff Capital Management - http://buffcapital.com/
Providing financial planning and asset management services. Features articles and links to financial resources and services.
- Mackensen & Company, Inc. - http://www.mackensen.com/
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
- Jonathan Smith & Co. - http://www.jonathansmith.com/
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
- Hatch & Muir - http://www.hatchmuir.com/
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. - http://www.bransonfowlkes.com/
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
- Desert Valley Financial Planning, LLC - http://www.dvfp.com/
Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
- Toal & Associates, LLC - http://www.toalfinancial.com/
Offers financial planning and investment management services. Features links to educational resources.
- Leonard Wealth Management, Inc. - http://www.scottleonard.com/
Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
- Investors Group Financial Services Inc. - http://www.investorsleader.com/
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
- Claymore Financial Group - http://www.claymorefinancialgroup.com/
Features product and service overview, mailing list and financial links.
- Tassel Capital Management, Inc. - http://www.tasselcapital.com/
Provides fee-only investment, financial and stewardship guidance including asset management services.
- FS Financial Strategies - http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
- Zionsville Financial Planning, Inc. - http://zionsvillefinancial.com/
Provides financial planning services for individuals and small business. Features fee schedule and contact details.
- Broussard Financial Group - http://www.broussardfinancialgroup.com/splash.cfm
Provides education for financial, investment and retirement planning.
- Kean Songy, CFP - http://home.flash.net/~kean/
Financial project management and financial planning consultant located in Dallas, TX.
- FPAnet.org - http://www.fpanet.org/plannersearch/plannersearch.cfm
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 - http://independencefp.co.uk
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
- CanWealth Financial Services - http://www.canwealth.com/
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
- Amy L. Whitlatch - http://www.amywhitlatch.com/
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
- Financially Speaking, Inc. - http://www.financiallyspeak.com/
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
- Independent Focus - http://www.i-focus.co.za/
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
- J. Paul Wilson - http://www.jpw.ca/
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
- Objective Financial Advisors, Inc. - http://www.objectiveadvisors.com/
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
- Contour Financial Planning, LLC - http://contourfp.com/
Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.
- D. Scott Neal, Inc. - http://www.dsneal.com/
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
- LPL Financial Services - http://www.lpl.com/html/index.html
Financial planner offers financial advice to individuals and small businesses.
- Planmark Financial Services - http://www.e-planmark.com/
Advisor provides financial planning, plan administration, and investment management.
- Spraker, Fitzgerald, Tamayo and Moisand, LLC - http://www.SprakerFitzgerald.com/
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
- Foster Group, Inc. - http://www.fostergrp.com/
Financial planning and investment advisory firm. Principals profiles, fee description.
- Blankenship Financial Planning, Ltd. - http://www.BlankenshipFinancialPlanning.com/
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
- Charles Geraci - http://www.cgeraci.com/
Specializes in personal financial, tax and estate planning and consulting.
- Fazio and Associates - http://www.mnplanner.com/
Fee-based managed accounts, retirement planning, and educational and fund strategies.
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