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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. |
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Certified Financial Planners Board of Standards, Inc. - http://www.cfp.net/
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. |
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Financial Planning Association - http://www.fpanet.org/
Organization comprised solely of CFP licensees. |
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Financial Planners Standards Council - http://www.cfp-ca.org/
The Canadian regulatory organization awarding the Certified Financial Planner designation. |
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LPL Financial Services - http://www.lpl.com/html/index.html
Financial planner offers financial advice to individuals and small businesses. |
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Frost Financial - http://www.frostfinancial.com/
Provides advice in the areas of investment, estate, insurance and tax planning. |
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David Twenhafel, CFP - http://www.divorce-and-money.com
Rockville, MD firm offers financial planning to people in the process of divorce. |
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Beck Financial Strategies, Inc. - http://www.beckfs.com/
Fee-based CFP firm provides life planning and financial planning services. |
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Ronald B. Wiser & Associates - http://www.ronwiser.com/
Providing financial planning for individuals, businesses and organizations. |
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Kring Financial Management, Inc. - http://www.kringfinancial.com/
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. |
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Integrated Financial Strategies - http://www.ifslegacy.com/
Offers investments, divorce planning, wealth management, and retirement planning. |
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Stiles Financial Services, Inc. - http://www.stilesfinancial.com/
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. |
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Joan Siegel, CFP - http://www.joandsiegel.com/
Provides financial planning, tax preparation services and educational resources. |
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Financial Advisory Service, Inc. - http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services. |
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Bob Stowe, CFP - http://www.stowefinancialplanning.com/
Financial advisor providing portfolio management and financial planning services. |
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Jonathan Smith & Co. - http://www.jonathansmith.com/
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries. |
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Benefit Planning Services - http://www.bpsfinancial.com/
Fee-only investment management, financial planning and charitable consulting. |
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Falcon Financial Management, Inc. - http://www.ffmonline.net/
Provides financial planning, management, and investment services. |
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Robert Wacker and Associates - http://www.rewacker.com/
Fee-only financial planning firm located in San Luis Obispo, California. |
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CanWealth Financial Services - http://www.canwealth.com/
Specializing in retirement, estate and corporate planning. Company information, staff profiles. |
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Mackensen & Company, Inc. - http://www.mackensen.com/
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. |
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Yeske and Company - http://www.yeske.com/
Offers articles, market updates, discussion areas, and financial planning services. |
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Galecki Financial Management, Inc. - http://www.galecki.com/
Fee only investment advisor firm providing asset management services to high net worth clientele. |
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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. |
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Charles Geraci - http://www.cgeraci.com/
Specializes in personal financial, tax and estate planning and consulting. |
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Spinnaker Financial Advisors, PLLC - http://www.spinnakerfinancial.com/
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. |
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Parlan Financial Corp. - http://www.parlan.com/
Provides fee-only financial planning, investment management and corporate seminars. |
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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. |
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Stephen J. Golembiowski, CFP, CLU, ChFC - http://www.stevegfinancial.com/
Provides financial services to individuals and businesses. |
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Stephen R. Hample, CFP - http://www.financial-planning-mt.com/
Offers advice in the areas of estate and retirement planning, and planned giving. |
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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. |
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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. |
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J. Paul Wilson - http://www.jpw.ca/
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. |
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Financially Speaking, Inc. - http://www.financiallyspeak.com/
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors. |
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Cooper Management Service, Inc. - http://www.cooperms.com/
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. |
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Buff Capital Management - http://buffcapital.com/
Providing financial planning and asset management services. Features articles and links to financial resources and services. |
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Pacific Wealth Management, LLC - http://www.pacwealth.net/
Provides financial planning, divorce planning and asset management services. |
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Independence Financial Planners - http://independencefp.co.uk
Fee-only experts based in London, England and Denver, CO., USA, serving the international community. |
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Kean Songy, CFP - http://home.flash.net/~kean/
Financial project management and financial planning consultant located in Dallas, TX. |
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Branson, Fowlkes & Company, Inc. - http://www.bransonfowlkes.com/
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news. |
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Rockwood Wealth Management - http://www.toalfinancial.com/
An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania. |
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Investors Group Financial Services Inc. - http://www.investorsleader.com/
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles. |
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Broussard Financial Group - http://www.broussardfinancialgroup.com/splash.cfm
Provides education for financial, investment and retirement planning. |
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Fazio and Associates - http://www.mnplanner.com/
Fee-based managed accounts, retirement planning, and educational and fund strategies. |
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R. Douglas Pauley, MBA, CFP - http://www.pauleyfinancial.com/
Provides fee-only financial planning and investment advisory services. |
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Tassel Capital Management, Inc. - http://www.tasselcapital.com/
Provides fee-only investment, financial and stewardship guidance including asset management services. |
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FS Financial Strategies - http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. |
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Armstrong MacIntyre & Severns, Inc. - http://www.amsindc.com/
Offers financial planning, portfolio management and retirement planning services. |
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Modular Financial Solutions Inc. - http://www.modularfinancial.com/
Certified financial planner is a fee-only financial planning firm. |
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Ames Financial Services - http://www.amesfinancial.com/
Provides insurance services, investment and retirement planning, and college funding. |
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Sage Advisory Group, LLC - http://www.sageadvisorygroup.com/
Offers financial and investment advice to individuals and families on a fee-only basis. |
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George Papadopoulos, CPA/PFS, CFP - http://www.thefeeonlyplanner.com/
Provides portfolio management and fee-only financial planning services. |
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Raymond D. Mignone, CFP - http://www.raymignone.com/
Provides investment advice, portfolio management and college planning. |
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Personal Financial Solutions, Inc. - http://www.mypersonalfinancialsolutions.com/
Offeringing portfolio management, investment advice and financial planning. |
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Roberts & Fails, P.C. - http://www.robertsandfails.com/
Offering financial planning and tax advisory services to individuals, families and businesses. |
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James R Johnson, CFP - http://www.financialdoc.com/
Features portfolio management and financial planning services. |
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Premier Capital Advisors, Inc. - http://www.premiercapitaladvisors.com/
CFP providing investment advice and financial planning services. |
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John D. Caffrey, Jr. CFP - http://www.castlefinancialadvisors.com/
Investment advisory firm providing portfolio management and financial planning services. |
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Douglas F. Hudson, CFP - http://www.rrsp.org/
Offers Canadians information in the areas of retirement, estate, tax and investment planning. |
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Asset Planning Corporation - http://www.assetplanningcorp.com/
Offers investment, retirement and financial management to individuals, families, and corporations. |