Financial Advisor Links Directory
Last Updated Wednesday 25 May 11:31 a.m.
Find a Financial Advisor - Independent Fee-Only Financial Advisor Firms
National Association of Personal Financial Advisors Fee-only financial planners
Fee-Only CERTIFIED FINANCAL 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, Oregon http://www.cedaradvisors.com
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. http://www.thefeeonlyplanner.com
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. www.networthadvice.com
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.
www.utahfinancialadvisor.blogspot.com
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor 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. www.ritterdaniher.com
Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide. www.BeaconFinancialStrategies.com
Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge
Ferro Financial, LLC 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.www.FerroFinancial.com
Fee Only Certified Financial Planners in Tucson, Arizona - CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice
Passive Investment Management Advisor CFP® Portland 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. http://www.cascadewealth.com/
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. Weingarten Associates 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.
Strategic Financial Planning. Fee-only independent Certified Financial Planner in Dallas, TX, metro area providing complete wealth management.
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. Please explore our Web site at www.poseycapital.com.
Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Description: Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham areas.
Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. We are located in Charlottesville, VA and serve clients across the country. As members of the National Association of Personal Financial Advisors (NAPFA), we are a fee-only advisory firm and are dedicated to upholding NAPFA’s code of ethics.
Krisan's BackOffice, Inc. provides full-service PortfolioCenter support, tailored to each advisor's needs. Krisan Marotta blogs on PortfolioCenter issues and sponsors a PortfolioCenter forum for advisors to share ideas about effectively using Schwab Performance Technology's PortfolioCenter software.
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.
www.ogorek.com
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