Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
Amy L. Whitlatch
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.
Specializes in providing fee-only financial planning and investment advice.
Blankenship Financial Planning, Ltd.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
Broussard Financial Group
Provides education for financial, investment and retirement planning.
Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
Carol Gosho, CFP
Providing portfolio management and financial planning services.
Certified Financial Planners Board of Standards, Inc.
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
CFP Board of Standards
Offers the latest information on financial planning both to the public and pratitioners.
Specializes in personal financial, tax and estate planning and consulting.
Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.
Columbus Financial Group
Financial planning and registered investment advisory services.
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
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.
David Dagley, CFP
Windsor, Ontario. Specializing in comprehensive written financial plans.
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.
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.
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Fazio and Associates
Fee-based managed accounts, retirement planning, and educational and fund strategies.
Provides an exam prep for those taking the Level I, II, or III CFA exams.
Financially Speaking, Inc.
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
Foster Group, Inc.
Financial planning and investment advisory firm. Principals profiles, fee description.
The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
Provides advice in the areas of investment, estate, insurance and tax planning.
FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
G. Eric Faddis, CFP
Provides financial advice to professionals, small business owners, retirees and individuals.
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.
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
Fee-only CFPs provide financial planning and investment advice to individuals and families.
Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
James R Johnson, CFP
Features portfolio management and financial planning services.
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
Miceli Financial Planning
Offering comprehensive financial planning and investment management services.
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
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.
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.
Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
CFP provides portfolio management and financial planning services.
Parlan Financial Corp.
Provides fee-only financial planning, investment management and corporate seminars.
Provides financial planning and investment services.
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.
RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.
Ross L. Marino CFP
Providing portfolio and wealth management services.
Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
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.
Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational resources.
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.