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R. Douglas Pauley, MBA, CFP
R. Douglas Pauley, MBA, CFP: Provides fee-only financial planning and investment advisory services. (Certified Financial Planners)
http://www.pauleyfinancial.com/ |
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Falcon Financial Management, Inc.
Falcon Financial Management, Inc.: Provides financial planning, management, and investment services. (Certified Financial Planners)
http://www.ffmonline.net/ |
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Kean Songy, CFP
Kean Songy, CFP: Financial project management and financial planning consultant located in Dallas, TX. (Certified Financial Planners)
http://home.flash.net/~kean/ |
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Hershberger Financial Services
Hershberger Financial Services: Offers comprehensive financial planning and investment services. (Certified Financial Planners)
http://www.hershbergerfinancial.com/ |
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Buff Capital Management
Buff Capital Management: Providing financial planning and asset management services. Features articles and links to financial resources and services. (Certified Financial Planners)
http://buffcapital.com/ |
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The Jentner Financial Group
The Jentner Financial Group: Certified personal wealth managers. (Certified Financial Planners)
http://www.jentner.com |
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Alexandria Financial Associates, Ltd.
Alexandria Financial Associates, Ltd.: SEC-registered firm provides fee-only financial planning. (Certified Financial Planners)
http://www.afaWealth.com |
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Larry Cogdell, CFP
Larry Cogdell, CFP: Provides financial planning, investment products and free tools and information. (Certified Financial Planners)
http://www.planner4u.com/ |
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Nigel Taylor, CFP
Nigel Taylor, CFP: Provides domestic and international financial, retirement and estate planning. (Certified Financial Planners)
http://www.protectassets.com/ |
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Northstar Financial Planning, Inc.
Northstar Financial Planning, Inc.: CFP provides fee-only financial planning services. (Certified Financial Planners)
http://www.northstarfp.com |
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Roberts & Fails, P.C.
Roberts & Fails, P.C.: Offering financial planning and tax advisory services to individuals, families and businesses. (Certified Financial Planners)
http://www.robertsandfails.com/ |
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The Main Street Group, Ltd
The Main Street Group, Ltd: Offers full range of financial planning products and services. (Certified Financial Planners)
http://www.themainstreetgroup.com/ |
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The Rawls Company
The Rawls Company: Provides business succession planning services to capital intensive, family businesses. (Certified Financial Planners)
http://www.rawlsco.com |
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Global Financial Advisors, Inc.
Global Financial Advisors, Inc.: A fee-only financial planning and investment advisory firm. (Certified Financial Planners)
http://www.global-advisor.com |
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Blankenship Financial Planning, Ltd.
Blankenship Financial Planning, Ltd.: Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. (Certified Financial Planners)
http://www.BlankenshipFinancialPlanning.com/ |
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Capitol Financial Group, Inc.
Capitol Financial Group, Inc.: Provides financial planning services and investment products. (Certified Financial Planners)
http://www.capitolfinancial.net/ |
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ACS Financial Advisors
ACS Financial Advisors: Fee-only financial and wealth management firm. (Certified Financial Planners)
http://www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296 |
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Lexington Financial Management
Lexington Financial Management: Fee only financial planning firm based in Lexington, Massachusetts. (Certified Financial Planners)
http://www.cash-planner.com/ |
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Peterson Planning
Peterson Planning: Provides fee-based investment management and financial planning in Minnesota and Wisconsin. (Certified Financial Planners)
http://www.petersonplanning.com/ |
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D. Scott Neal, Inc.
D. Scott Neal, Inc.: Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management. (Certified Financial Planners)
http://www.dsneal.com/ |
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Cambridge Financial Group
Cambridge Financial Group: Fee-only tax planning and preparation, estate planning, insurance and investments. (Certified Financial Planners)
http://www.cambridgefinancialgroup.com/ |
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Integrated Financial Strategies
Integrated Financial Strategies: Offers investments, divorce planning, wealth management, and retirement planning. (Certified Financial Planners)
http://www.ifslegacy.com/ |
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J. Paul Wilson
J. Paul Wilson: Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. (Certified Financial Planners)
http://www.jpw.ca/ |
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Armstrong Financial Strategies
Armstrong Financial Strategies: Provides financial planning, divorce planning and asset management. (Certified Financial Planners)
http://www.armstrong-financial.com/ |
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Personal Financial Solutions, Inc.
Personal Financial Solutions, Inc.: Offeringing portfolio management, investment advice and financial planning. (Certified Financial Planners)
http://www.mypersonalfinancialsolutions.com/ |
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LPL Financial Services
LPL Financial Services: Financial planner offers financial advice to individuals and small businesses. (Certified Financial Planners)
http://www.lpl.com/html/index.html |
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The Sudden Money Center
The Sudden Money Center: Helps recipients of financial windfalls with their new financial position. (Certified Financial Planners)
http://www.suddenmoney.net/ |
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W. David Coffman, CPA, CFP
W. David Coffman, CPA, CFP: Offers financial planning and consultation services. (Certified Financial Planners)
http://www.coffmanadvisors.com/ |
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Montecito Capital Management, LLC
Montecito Capital Management, LLC: Specializing in financial planning, retirement services, investment management and portfolio management. (Certified Financial Planners)
http://www.mcapitalmgt.com/ |
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Global Partners Securities, Inc.
Global Partners Securities, Inc.: Offers portfolio and asset management, equity trading, research and market analysis. (Certified Financial Planners)
http://www.gp-securities.com/ |
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Independent Focus
Independent Focus: Offers retirement, investment and estate planning services. Based in Cape Town, South Africa. (Certified Financial Planners)
http://www.i-focus.co.za/ |
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The Financial Advisors Group
The Financial Advisors Group: Provides fee-only financial planning services and educational articles. (Certified Financial Planners)
http://www.yourfinancialdoctors.com/ |
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Australian Financial Services Limited
Australian Financial Services Limited: Combines financial and estate planning services, insurance Retirement planning. (Certified Financial Planners)
http://www.afsl.com.au/ |
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Carol Gosho, CFP
Carol Gosho, CFP: Providing portfolio management and financial planning services. (Certified Financial Planners)
http://www.carolgosho.com/ |
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BG Financial
BG Financial: Specializes in providing fee-only financial planning and investment advice. (Certified Financial Planners)
http://www.planningmadeeasy.com/ |
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Independence Financial Planners
Independence Financial Planners: Fee-only experts based in London, England and Denver, CO., USA, serving the international community. (Certified Financial Planners)
http://independencefp.co.uk |
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Cooper Management Service, Inc.
Cooper Management Service, Inc.: Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. (Certified Financial Planners)
http://www.cooperms.com/ |
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Mackensen & Company, Inc.
Mackensen & Company, Inc.: Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. (Certified Financial Planners)
http://www.mackensen.com/ |
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Professional Financial Strategies, Inc.
Professional Financial Strategies, Inc.: Providing fee-only wealth management services. (Certified Financial Planners)
http://www.professionalfinancial.com/ |
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Lifetime Financial Planning
Lifetime Financial Planning: Provides fee-only financial planning and investment advice for middle-income clients. (Certified Financial Planners)
http://www.lifetimefp.net/ |
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Stephen J. Golembiowski, CFP, CLU, ChFC
Stephen J. Golembiowski, CFP, CLU, ChFC: Provides financial services to individuals and businesses. (Certified Financial Planners)
http://www.stevegfinancial.com/ |
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George Papadopoulos, CPA/PFS, CFP
George Papadopoulos, CPA/PFS, CFP: Provides portfolio management and fee-only financial planning services. (Certified Financial Planners)
http://www.thefeeonlyplanner.com/ |
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Columbus Financial Group
Columbus Financial Group: Financial planning and registered investment advisory services. (Certified Financial Planners)
http://www.columbusfinancial.com/ |
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Spinnaker Financial Advisors, PLLC
Spinnaker Financial Advisors, PLLC: Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. (Certified Financial Planners)
http://www.spinnakerfinancial.com/ |
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Starks Financial Group Inc.
Starks Financial Group Inc.: Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning. (Certified Financial Planners)
http://www.starksfinancial.com/ |
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Barrios Financial Services
Barrios Financial Services: Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. (Certified Financial Planners)
http://barriosfinancial.com/ |
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Wealth Management Advisors Inc.
Wealth Management Advisors Inc.: Financial planners and advisors located in Overland Park, KS. (Certified Financial Planners)
http://www.wealthmgt.com |
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Ross L. Marino CFP
Ross L. Marino CFP: Providing portfolio and wealth management services. (Certified Financial Planners)
http://www.rossmarino.com/ |
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PartnersInWealth
PartnersInWealth: Provides financial planning and investment services. (Certified Financial Planners)
http://www.partnersinwealth.com/ |
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Frost Financial
Frost Financial: Provides advice in the areas of investment, estate, insurance and tax planning. (Certified Financial Planners)
http://www.frostfinancial.com/ |
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Norman Financial Planning, Inc.
Norman Financial Planning, Inc.: Fee-only serives include tax and retirement planning, college funding, and estate planning. (Certified Financial Planners)
http://www.normanfinancialplanning.com/ |
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Joan Siegel, CFP
Joan Siegel, CFP: Provides financial planning, tax preparation services and educational resources. (Certified Financial Planners)
http://www.joandsiegel.com/ |
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Claymore Financial Group
Claymore Financial Group: Features product and service overview, mailing list and financial links. (Certified Financial Planners)
http://www.claymorefinancialgroup.com/ |
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Financial Planners Standards Council
Financial Planners Standards Council: The Canadian regulatory organization awarding the Certified Financial Planner designation. (Certified Financial Planners)
http://www.cfp-ca.org/ |
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Joel Isaacson & Co
Joel Isaacson & Co: New York CPA and CFP assisting with personal estate, investment, and financial planning. (Certified Financial Planners)
http://www.joelisaacson.com/ |
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FPAnet.org
FPAnet.org: The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness. (Certified Financial Planners)
http://www.fpanet.org/plannersearch/plannersearch.cfm |
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Tyler & Associates
Tyler & Associates: Offers fee-only asset management and investment advising, tax preparation and estate planning. (Certified Financial Planners)
http://www.tax-finance.com/ |
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Reid Tax Company
Reid Tax Company: CFP assists with tax problems, estate planning and trusts. (Certified Financial Planners)
http://www.reidtax.com/ |
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Tassel Capital Management, Inc.
Tassel Capital Management, Inc.: Provides fee-only investment, financial and stewardship guidance including asset management services. (Certified Financial Planners)
http://www.tasselcapital.com/ |
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Jonathan Smith & Co.
Jonathan Smith & Co.: Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries. (Certified Financial Planners)
http://www.jonathansmith.com/ |
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Financial Planning Group Inc.
Financial Planning Group Inc.: Advisory firm providing portfolio management and financial planning services. (Certified Financial Planners)
http://www.fpginc.com/ |
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Douglas F. Hudson, CFP
Douglas F. Hudson, CFP: Offers Canadians information in the areas of retirement, estate, tax and investment planning. (Certified Financial Planners)
http://www.rrsp.org/ |
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Zaid B. Mohammed
Zaid B. Mohammed: An independent financial planner offering investment management, insurance, taxation, and mortgages. Located in Winnipeg, Canada. (Certified Financial Planners)
http://www.zbm.shawbiz.ca/ |
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Modular Financial Solutions Inc.
Modular Financial Solutions Inc.: Certified financial planner is a fee-only financial planning firm. (Certified Financial Planners)
http://www.modularfinancial.com/ |
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CanWealth Financial Services
CanWealth Financial Services: Specializing in retirement, estate and corporate planning. Company information, staff profiles. (Certified Financial Planners)
http://www.canwealth.com/ |
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Pinnacle Financial Services
Pinnacle Financial Services: Provides financial planning products and services and wealth accumulation strategies. (Certified Financial Planners)
http://www.pfslink.com/ |
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Focus Financial Network, Inc.
Focus Financial Network, Inc.: Providing investment and financial advice, and portfolio management. (Certified Financial Planners)
http://www.focusfinancial.com/ |
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David Dagley, CFP
David Dagley, CFP: Windsor, Ontario. Specializing in comprehensive written financial plans. (Certified Financial Planners)
http://www.david-dagley.com/ |
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Compass Advisors LLC
Compass Advisors LLC: A fee-only financial planning firm in Atlanta, Georgia. (Certified Financial Planners)
http://www.feeonlyplanning.com |
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Karen A. Ibach, CFP
Karen A. Ibach, CFP: Provides retirement planning, college funding, and financial planning services. (Certified Financial Planners)
http://www.karenibach.com/ |
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Pollock Planning Associates, Inc.
Pollock Planning Associates, Inc.: Providing investment, tax planning, retirement planning, and estate planning services. (Certified Financial Planners)
http://www.pollockplanning.com/ |
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Clarity Financial Group
Clarity Financial Group: Services includes estate preservation, college planning and retirement planning. (Certified Financial Planners)
http://www.clarityfinancialplanning.com/ |
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Sage Advisory Group, LLC
Sage Advisory Group, LLC: Offers financial and investment advice to individuals and families on a fee-only basis. (Certified Financial Planners)
http://www.sageadvisorygroup.com/ |
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Yeske and Company
Yeske and Company: Offers articles, market updates, discussion areas, and financial planning services. (Certified Financial Planners)
http://www.yeske.com/ |
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David Twenhafel, CFP
David Twenhafel, CFP: Rockville, MD firm offers financial planning to people in the process of divorce. (Certified Financial Planners)
http://www.divorce-and-money.com |
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John M. Scherer, CFP
John M. Scherer, CFP: Comprehensive financial planning and advisory firm. (Certified Financial Planners)
http://www.trinfin.com/ |
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Hatch & Muir
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. (Certified Financial Planners)
http://www.hatchmuir.com/ |
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FS Financial Strategies
FS Financial Strategies: Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. (Certified Financial Planners)
http://www.fsfinancialstrategies.com/ |
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Pacific Wealth Management, LLC
Pacific Wealth Management, LLC: Provides financial planning, divorce planning and asset management services. (Certified Financial Planners)
http://www.pacwealth.com/ |
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Brady & Associates Financial Services
Brady & Associates Financial Services: Provides personal financial planning services in Australia. (Certified Financial Planners)
http://www.bradyassoc.com.au |
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Foster Group, Inc.
Foster Group, Inc.: Financial planning and investment advisory firm. Principals profiles, fee description. (Certified Financial Planners)
http://www.fostergrp.com/ |
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Amy L. Whitlatch
Amy L. Whitlatch: Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions. (Certified Financial Planners)
http://www.amywhitlatch.com/ |
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Contour Financial Planning, LLC
Contour Financial Planning, LLC: Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education. (Certified Financial Planners)
http://contourfp.com/ |
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Duncan H. Cooper, CFP
Duncan H. Cooper, CFP: Offers estate, retirement, tax and investment planning throughout New England. (Certified Financial Planners)
http://www.newenglandfinancialplanner.com/ |
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Stephen R. Hample, CFP
Stephen R. Hample, CFP: Offers advice in the areas of estate and retirement planning, and planned giving. (Certified Financial Planners)
http://www.financial-planning-mt.com/ |
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Blattel & Associates
Blattel & Associates: Offers investment and retirement planning services. (Certified Financial Planners)
http://www.blattels.com/ |
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Abuls, Bone & Eller
Abuls, Bone & Eller: Offering investment management and financial and retirement planning services. (Certified Financial Planners)
http://www.abepcs.com/ |
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Financial Prep
Financial Prep: Provides an exam prep for those taking the Level I, II, or III CFA exams. (Certified Financial Planners)
http://www.financialprep.com/ |
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Steve Morris, CFP
Steve Morris, CFP: Offers financial planning resources for the small business owner and individual investor. (Certified Financial Planners)
http://www.stevemorris1.com/ |
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Charles Geraci
Charles Geraci: Specializes in personal financial, tax and estate planning and consulting. (Certified Financial Planners)
http://www.cgeraci.com/ |
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Spraker, Fitzgerald, Tamayo and Moisand, LLC
Spraker, Fitzgerald, Tamayo and Moisand, LLC: Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources. (Certified Financial Planners)
http://www.SprakerFitzgerald.com/ |
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On Your Side, Inc.
On Your Side, Inc.: Provides retirement planning strategies, cash flow spending plans, and college funding advice. (Certified Financial Planners)
http://www.plannersonyourside.com/ |
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Richmond Financial Associates, Inc.
Richmond Financial Associates, Inc.: Focusing on investments, insurance, and money management. (Certified Financial Planners)
http://www.richmondfinancialassoc.com |
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Desert Valley Financial Planning, LLC
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. (Certified Financial Planners)
http://www.dvfp.com/ |
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Camarda Financial Advisors
Camarda Financial Advisors: Fee-only financial planners offers investment advice and articles. (Certified Financial Planners)
http://www.bestplanners.com/ |
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Jahn Investment Advisors
Jahn Investment Advisors: Specializing in the financial concerns of women. (Certified Financial Planners)
http://www.lelajahn.com/ |
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Broussard Financial Group
Broussard Financial Group: Provides education for financial, investment and retirement planning. (Certified Financial Planners)
http://www.broussardfinancialgroup.com/splash.cfm |
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Objective Financial Advisors, Inc.
Objective Financial Advisors, Inc.: Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. (Certified Financial Planners)
http://www.objectiveadvisors.com/ |
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Robert Wacker and Associates
Robert Wacker and Associates: Fee-only financial planning firm located in San Luis Obispo, California. (Certified Financial Planners)
http://www.rewacker.com/ |
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Paul Knoblich: Certified Financial Planner
Paul Knoblich: Certified Financial Planner: Retirement accumulation and distribution specialist. (Certified Financial Planners)
http://www.paulknoblich.com/ |
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Toal & Associates, LLC
Toal & Associates, LLC: Offers financial planning and investment management services. Features links to educational resources. (Certified Financial Planners)
http://www.toalfinancial.com/ |
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Financial Advisory Service, Inc.
Financial Advisory Service, Inc.: Offering financial planning, estate planning, investment management and individual consulting services. (Certified Financial Planners)
http://www.faskc.com/ |
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Lassus Wherley and Associates, P.C.
Lassus Wherley and Associates, P.C.: Provides fee-only financial planning, investment management and tax preparation. (Certified Financial Planners)
http://www.lassuswherley.com/ |
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Wheeler Wealth Management, Inc.
Wheeler Wealth Management, Inc.: Financial planning and investment advisory firm offering retirement and tax planning. (Certified Financial Planners)
http://www.wheelerwealthmgmt.com/ |
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Planmark Financial Services
Planmark Financial Services: Advisor provides financial planning, plan administration, and investment management. (Certified Financial Planners)
http://www.e-planmark.com/ |
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John D. Caffrey, Jr. CFP
John D. Caffrey, Jr. CFP: Investment advisory firm providing portfolio management and financial planning services. (Certified Financial Planners)
http://www.castlefinancialadvisors.com/ |
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Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.: Focusing on the investing needs of retirees and soon-to-be retirees. (Certified Financial Planners)
http://www.michaeldallas.com/ |
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Herr Capital Management
Herr Capital Management: Certified Financial Planner and CPA offering estate and tax planning. (Certified Financial Planners)
http://www.herrcapital.com/ |
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Anthony Harding & Partners Limited
Anthony Harding & Partners Limited: Specialising in investment planning and asset management services for private clients. (Certified Financial Planners)
http://www.hardingpartners.co.uk/ |
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The Garrett Planning Network, Inc.
The Garrett Planning Network, Inc.: Provides fee-only financial planning and advice. (Certified Financial Planners)
http://www.smartnewchoice.com/ |
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Kiely Capital Management, Inc.
Kiely Capital Management, Inc.: Provides fee-only financial planning, specializing in retirement planning. (Certified Financial Planners)
http://www.kielycapital.com/ |
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Bob Stowe, CFP
Bob Stowe, CFP: Financial advisor providing portfolio management and financial planning services. (Certified Financial Planners)
http://www.stowefinancialplanning.com/ |
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Ames Financial Services
Ames Financial Services: Provides insurance services, investment and retirement planning, and college funding. (Certified Financial Planners)
http://www.amesfinancial.com/ |
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Capital Strategies Inc.
Capital Strategies Inc.: Offers financial planning to individuals, corporations and institutions. (Certified Financial Planners)
http://www.capitalstrategiesinc.com/ |
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G. Eric Faddis, CFP
G. Eric Faddis, CFP: Provides financial advice to professionals, small business owners, retirees and individuals. (Certified Financial Planners)
http://www.ericfaddis.com/ |
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Fazio and Associates
Fazio and Associates: Fee-based managed accounts, retirement planning, and educational and fund strategies. (Certified Financial Planners)
http://www.mnplanner.com/ |
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Henrietta Humphreys Group
Henrietta Humphreys Group: Fee-only CFPs provide financial planning and investment advice to individuals and families. (Certified Financial Planners)
http://www.humphreysgroup.com/ |
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Raymond D. Mignone, CFP
Raymond D. Mignone, CFP: Provides investment advice, portfolio management and college planning. (Certified Financial Planners)
http://www.raymignone.com/ |
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Game Plan Advisors, Inc.
Game Plan Advisors, Inc.: A certified financial planner and a registered investment advisor. Providing fee-based counseling in the areas of comprehensive financial planning and asset management. (Certified Financial Planners)
http://gameplanadvisors.com/ |
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Multop and Associates
Multop and Associates: Provides tax and financial planning services. (Certified Financial Planners)
http://www.multop.com/ |
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Altius Financial Advisors, L.L.C.
Altius Financial Advisors, L.L.C.: Fee-only financial planning and investment advisory firm. (Certified Financial Planners)
http://www.altiusfin.com/ |
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Tucker Financial Services Inc.
Tucker Financial Services Inc.: Providers of fee-based financial planning and investment advisory services for senior citizens and retirees. (Certified Financial Planners)
http://www.tuckerfinancialservices.com/ |
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Galecki Financial Management, Inc.
Galecki Financial Management, Inc.: Fee only investment advisor firm providing asset management services to high net worth clientele. (Certified Financial Planners)
http://www.galecki.com/ |
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George H. Coughlin II, CFP
George H. Coughlin II, CFP: Provides financial and IRA planning services. (Certified Financial Planners)
http://www.iraplanning.com |
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CFP Board of Standards
CFP Board of Standards: Offers the latest information on financial planning both to the public and pratitioners. (Certified Financial Planners)
http://www.cfp-board.org/ |
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Financially Speaking, Inc.
Financially Speaking, Inc.: Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors. (Certified Financial Planners)
http://www.financiallyspeak.com/ |
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Charis Financial
Charis Financial: Fee-based financial planning for Christian families, businesses and ministries. (Certified Financial Planners)
http://www.charisfinancial.com/ |
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Thomas J. Hahn, CFP
Thomas J. Hahn, CFP: Provides investment and retirement planning services. (Certified Financial Planners)
http://www.myhdvest.com/thomashahn |
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RBM Financial Ltd.
RBM Financial Ltd.: CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands. (Certified Financial Planners)
http://www.rbmfinancial.com |
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Armstrong MacIntyre & Severns, Inc.
Armstrong MacIntyre & Severns, Inc.: Offers financial planning, portfolio management and retirement planning services. (Certified Financial Planners)
http://www.amsindc.com/ |
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Branson, Fowlkes & Company, Inc.
Branson, Fowlkes & Company, Inc.: Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news. (Certified Financial Planners)
http://www.bransonfowlkes.com/ |
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National Association of Personal Financial Advisors (NAPFA)
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. (Certified Financial Planners)
http://www.napfa.com/ |
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Owens Financial
Owens Financial: CFP provides portfolio management and financial planning services. (Certified Financial Planners)
http://www.owens-financial.com/ |
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Benefit Planning Services
Benefit Planning Services: Fee-only investment management, financial planning and charitable consulting. (Certified Financial Planners)
http://www.bpsfinancial.com/ |
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Equitable Divorce Solutions, Inc.
Equitable Divorce Solutions, Inc.: Provides financial planning for clients experiencing the dissolution of their marriage. (Certified Financial Planners)
http://www.divorceplan.net/ |
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Alden Capital Management
Alden Capital Management: Provides retirement and estate planning, as well as investment advisory services. (Certified Financial Planners)
http://www.alden-capital.com/ |
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Miceli Financial Planning
Miceli Financial Planning: Offering comprehensive financial planning and investment management services. (Certified Financial Planners)
http://www.salmiceli.com/ |
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Zionsville Financial Planning, Inc.
Zionsville Financial Planning, Inc.: Provides financial planning services for individuals and small business. Features fee schedule and contact details. (Certified Financial Planners)
http://zionsvillefinancial.com/ |
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Premier Capital Advisors, Inc.
Premier Capital Advisors, Inc.: CFP providing investment advice and financial planning services. (Certified Financial Planners)
http://www.premiercapitaladvisors.com/ |
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Ronald B. Wiser & Associates
Ronald B. Wiser & Associates: Providing financial planning for individuals, businesses and organizations. (Certified Financial Planners)
http://www.ronwiser.com/ |
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Budros & Ruhlin, Inc.
Budros & Ruhlin, Inc.: Provides financial planning and investment management services on a fee-only basis. (Certified Financial Planners)
http://www.budrosandruhlin.com/ |
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James R Johnson, CFP
James R Johnson, CFP: Features portfolio management and financial planning services. (Certified Financial Planners)
http://www.financialdoc.com/ |
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Total Asset Planning
Total Asset Planning: Provides investment advisory and tax and estate planning services. (Certified Financial Planners)
http://www.total-asset-planning.com/ |
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Kring Financial Management, Inc.
Kring Financial Management, Inc.: Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. (Certified Financial Planners)
http://www.KringFinancial.com/ |
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Leonard Wealth Management, Inc.
Leonard Wealth Management, Inc.: Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications. (Certified Financial Planners)
http://www.scottleonard.com/ |
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Thorne Asset Management, Inc.
Thorne Asset Management, Inc.: Provides comprehensive financial planning and investment management services. (Certified Financial Planners)
http://www.thorneasset.com/ |
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Security Financial Services
Security Financial Services: Offers a full range of financial planning services. (Certified Financial Planners)
http://www.sfsplanning.com/ |
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Parlan Financial Corp.
Parlan Financial Corp.: Provides fee-only financial planning, investment management and corporate seminars. (Certified Financial Planners)
http://www.parlan.com/ |
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Kooman and Associates, Inc.
Kooman and Associates, Inc.: Assists investors in a full-range of financial and estate services. (Certified Financial Planners)
http://www.kooman.com/ |
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Stiles Financial Services, Inc.
Stiles Financial Services, Inc.: Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. (Certified Financial Planners)
http://www.stilesfinancial.com/ |
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Financial Planning Association
Financial Planning Association: Organization comprised solely of CFP licensees. (Certified Financial Planners)
http://www.fpanet.org/ |
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JCS Financial Planning Services
JCS Financial Planning Services: Investment advisory firm providing portfolio management and financial planning. (Certified Financial Planners)
http://www.jerrysneed.com/ |
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Folk Financial Planning
Folk Financial Planning: Offers comprehensive, holistic financial planning to clients on a fee-only basis. (Certified Financial Planners)
http://www.karenfolk.com/ |
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Asset Planning Corporation
Asset Planning Corporation: Offers investment, retirement and financial management to individuals, families, and corporations. (Certified Financial Planners)
http://www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483 |
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David T Martula, CFP
David T Martula, CFP: Hadley, Massachusetts firm offers fee-only financial planning services. (Certified Financial Planners)
http://martula.com |
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Beck Financial Strategies, Inc.
Beck Financial Strategies, Inc.: Fee-based CFP firm provides life planning and financial planning services. (Certified Financial Planners)
http://www.beckfs.com/ |
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Investors Group Financial Services Inc.
Investors Group Financial Services Inc.: Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles. (Certified Financial Planners)
http://www.investorsleader.com/ |