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NAPFA Affiliates

Alabama

Longview Financial Advisors.  Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Fee-Only CFP Independent Financial Advisor, Birmingham, HooverWesban Financial Consultants is a Fee-Only retirement planning and investment  management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL. 

 

 Arizona

Tucson Fee only Financial Planners specializing in Socially Responsible Investing - Financial Services include: asset management, welath management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

Scottsdale and Phoenix Fiduciary Financial Advisor  An independent registered investment advisor and fee-only financial planning, investment management and retirement planning firm.

 

California

Independent Fee Only Advisor San Diego Certified Financial Planner practitionerThe advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.

Wealth Coach and Fee-Only CFP in Mountain View CA.  Build wealth with an Online Financial Plan developed by a fee-only CFP and Wealth coach with over 25 years of experience.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solano Beach, CA (North San Diego).  Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.

Orange County, CA Fee-Only Financial Advisor.  Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.

Los Altos, CA fee-only personal financial planning and wealth management.  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.

 

Colorado

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.

 

Georgia

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA.  We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management.  Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals.

 

Illinois

Mentor Capital Management Inc.  Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Johnston Investment Counsel.  Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally.

 

Kentucky

Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Hourly and Fixed-Price Planning.  Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CFP®, RLP™ has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.

 

Louisiana

Financial Advisor in Lafayette Louisiana -Broussard Financial Group is a Fee-Only financial planning and Investment Advisory firm serving the entire Gulf Coast region. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

 

Maine

Bogue Asset Management LLC-Jeff Bogue-Independent Fee-Only CFP-Financial Advisor in Maine.  Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm located inMaine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.

 

Massachusetts

Fee-Only Independent Certified Financial Planner in Greater Boston, Massachusetts.  Titanium Advisors, based in Franklin, MA and with offices in Newton, MA and Boston, MA, provides a unique blend of unbiased financial, legal and tax expertise to address the various financial planning issues faced by our clients. 

 

Michigan

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. 

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan... IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.

 

Minnesota

Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota.  Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.

Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNERTM Professional – Investment Advisor based in Mendota Heights, St. Paul, Minneapolis, Minnesota  Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.  http://www.clerestoryadvisors.com

Phillip James Finanical - We are a comprehensive financial planning company located in Maple Grove, Minnesota. We provide financial planning, investment help, and wealth management services. We are a Fiduciary for our clients. Phillip Christenson and James Sexton are the co-owners and financial advisors. You can visit Phillip's personal advisor website by going here - phillipchristenson.net.

 

Mississippi

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi.  Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

 

Nevada

Financial Advisor & Independent Fee Only Certified Financial Planner in Las Vegas, NV.  Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.

Fee Only Fiduciary Financial Advsior in Las Vegas - FinacuityA retirement planning welath managment firm focused on solving financial problems for 10 years to retirement and curently retired.

 

New Hampshire

Wealth Conservatory in California, Missouri and New Hampshire.  The Wealth Conservatory is a team of independent fee-only Certified Financial Planning professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.

 

New Jersey

Weingarten Associates, LLS is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.  Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrencevile, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management and tax advice.  

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

 

New York

 Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™.  Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help cleints achieve their life goals using values that are important to them.

Landmark Wealth Management, LLC  is an independent firm, registered with NAPFA as a Fee Only financial advisor, with an office in Melville on Long Island, and in Brooklyn, New York.  The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.  The firm's principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN.

 

North Carolina

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, Research Triangle Park, NC and nationwide.

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina.  Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered.  Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.

Blue Water Portfolios – an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina

The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.

 

Ohio

Fiduciary Fee Only Investment Advisor NAPFA Member - Certified Financial Planner Retirement Planner Financial Advisor in Cincinnati, OH.  Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, retirement planning and investment management to clientele located in Cincinnati and nationwide. All advisors are members of NAPFA, the National Association of Personal Financial Advisors.

Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

Canton Ohio Fee Only Financial Advisor and Investment ManagementJustin Rush, founder of JGR Financial Solutions, provides fee only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.

 

Oklahoma

Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.

 

Oregon

Independent Fee-Only- Certified Financial Planner™ in Portland, Oregon and Santa Cruz, California.  Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

 

Pennsylvania

Fee-only Financial Advisor, College Funding, Retirement and Investment Management in Suburban Philadelphia/Main Line in Pennsylvania.  Amrein Financial is a suburban Philadelphia fee only independent financial advisor firm specializing in educational finance, retirement planning and money management on the Main Line.

 

Tennessee

A fee-only and NAPFA registered Certified Financial Planner (CFP), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.  Allow us to become your unbiased, trusted financial coordinator and fiduciary in Michigan or Tennessee.  Y.D. Financial Services, Inc.

Fee Only Investment Advisor - Financial Planner - Retirement Planner in Knoxville, TN.  John Smartt, Jr., Financial Counseling & Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide.  John's expertise with Vanguard--the lowest cost ETF and mutual fund company--has been accumulated over more than 20 years of satisfying clients.

Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Hourly and Fixed-Price Planning.  Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CFP®, RLP™ has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN. Discover your true wealth and live the life you love! Cypress Wealth provides comprehensive financial planning, and investment management services in Memphis, TN, North Mississippi, and eastern Arkansas.

 

Texas

Posey Capital is a fee-only financial advisor and NAPFA member in Houston, Texas. 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. 

Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER professional in Austin, TX.  Vannoy Advisory Group: A fee-only retirement planning and wealth management firm in Waco TX and Austin TX.   We are 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.

Charitable Estate Planning in Texas and Ohio - Trinity Wealth Management Trinity Wealth Management is a fee-only Advisor in west Texas and northeast Ohio specializing in charitable financial planning. Brent Dickerson, CFP® helps clients leave a lasting legacy of support for charities, universities, and churches through advanced estate planning techniques designed to maximize donors' bequests and reduce tax burdens.

CFP Servicing the Plano, McKinney and Allen, TX Areas
Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004. 

 

Utah

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah.  Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

 

Virginia

Summit Financial Planning,Inc. Fee-Only Wealth Management, Investment Management and Financial Planning in Richmond, VA.  Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.

Chesapeake Va , FEE Only Wealth Management and Financial Planning, Honeycutt Financial, LLC.  Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.

Charlottesville financial planning firm, Marotta Wealth Management Inc., offers fee-only financial planning services. Follow the Marotta Advisors as they blog about asset allocation, tax planning, and freedom investing.

 

Washington

 Seattle, Washington Fee-Only Investment Management & Financial Planning on the Eastside Redmond, Bellevue, Kirkland, Woodinville, Bothel, WA.  Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions). We serve clients nationwide.

Washington Fee-Only CERTIFIED FINANCIAL PLANNER - CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington.  Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

 

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