Abuls, Bone & Eller: Offering investment management and financial and retirement planning services.
ACS Financial Advisors: Fee-only financial and wealth management firm.
Alden Capital Management: Provides retirement and estate planning, as well as investment advisory services.
Alexandria Financial Associates, Ltd.: SEC-registered firm provides fee-only financial planning.
Altius Financial Advisors, L.L.C.: Fee-only financial planning and investment advisory firm.
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.
Anthony Harding & Partners Limited: Specialising in investment planning and asset management services for private clients.
Armstrong Financial Strategies: Provides financial planning, divorce planning and asset management.
Armstrong MacIntyre & Severns, Inc.: Offers financial planning, portfolio management and retirement planning services.
Asset Planning Corporation: Offers investment, retirement and financial management to individuals, families, and corporations.
Australian Financial Services Limited: Combines financial and estate planning services, insurance Retirement planning.
Barrios Financial Services: Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Beck Financial Strategies, Inc.: Fee-based CFP firm provides life planning and financial planning services.
Benefit Planning Services: Fee-only investment management, financial planning and charitable consulting.
BG Financial: 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.
Blattel & Associates: Offers investment and retirement planning services.
Bob Stowe, CFP: Financial advisor providing portfolio management and financial planning services.
Brady & Associates Financial Services: Provides personal financial planning services in Australia.
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.
Camarda Financial Advisors: Fee-only financial planners offers investment advice and articles.
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.
Charles Geraci: 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.
Falcon Financial Management, Inc.: Provides financial planning, management, and investment services.
Fazio and Associates: Fee-based managed accounts, retirement planning, and educational and fund strategies.
Financial Advisory Service, Inc.: Offering financial planning, estate planning, investment management and individual consulting services.
Financial Planners Standards Council: The Canadian regulatory organization awarding the Certified Financial Planner designation.
Financial Planning Association: Organization comprised solely of CFP licensees.
Financial Planning Group Inc.: Advisory firm providing portfolio management and financial planning services.
Financial Prep: 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.
Focus Financial Network, Inc.: Providing investment and financial advice, and portfolio management.
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.
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.
Frost Financial: 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.
Galecki Financial Management, Inc.: Fee only investment advisor firm providing asset management services to high net worth clientele.
George H. Coughlin II, CFP: Provides financial and IRA planning services.
George Papadopoulos, CPA/PFS, CFP: Provides portfolio management and fee-only financial planning services.
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.
Hershberger Financial Services: Offers comprehensive financial planning and investment services.
Humphreys Group: 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.
Independent Focus: Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
Integrated Financial Strategies: Offers investments, divorce planning, wealth management, and retirement planning.
Investors Group Financial Services Inc.: Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
J. Paul Wilson: Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
Jahn Investment Advisors: Specializing in the financial concerns of women.
James R Johnson, CFP: Features portfolio management and financial planning services.
JCS Financial Planning Services: Investment advisory firm providing portfolio management and financial planning.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.: Focusing on the investing needs of retirees and soon-to-be retirees.
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.
John M. Scherer, CFP: Comprehensive financial planning and advisory firm.
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.
Kiely Capital Management, Inc.: Provides fee-only financial planning, specializing in retirement planning.
Kooman and Associates, Inc.: Assists investors in a full-range of financial and estate services.
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.
Lassus Wherley and Associates, P.C.: Provides fee-only financial planning, investment management and tax preparation.
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.
Modular Financial Solutions Inc.: Certified financial planner is a fee-only financial planning firm.
Montecito Capital Management, LLC: Specializing in financial planning, retirement services, investment management and portfolio management.
Multop and Associates: Provides tax and financial planning services.
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.
Northstar Financial Planning, Inc.: CFP provides fee-only financial planning services.
Objective Financial Advisors, Inc.: Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Owens Financial: CFP provides portfolio management and financial planning services.
Pacific Wealth Management, LLC: Provides financial planning, divorce planning and asset management services.
Parlan Financial Corp.: Provides fee-only financial planning, investment management and corporate seminars.
PartnersInWealth: Provides financial planning and investment services.
Paul Knoblich: Certified Financial Planner: Retirement accumulation and distribution specialist.
Personal Financial Solutions, Inc.: Offeringing portfolio management, investment advice and financial planning.
Peterson Planning: 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.
Pollock Planning Associates, Inc.: Providing investment, tax planning, retirement planning, and estate planning services.
Premier Capital Advisors, Inc.: CFP providing investment advice and financial planning services.
Professional Financial Strategies, Inc.: Providing fee-only wealth management services.
R. Douglas Pauley, MBA, CFP: Provides fee-only financial planning and investment advisory services.
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.
Richmond Financial Associates, Inc.: Focusing on investments, insurance, and money management.
Robert Wacker and Associates: Fee-only financial planning firm located in San Luis Obispo, California.
Roberts & Fails, P.C.: Offering financial planning and tax advisory services to individuals, families and businesses.
Ronald B. Wiser & Associates: Providing financial planning for individuals, businesses and organizations.
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.
Security Financial Services: Offers a full range of financial planning services.
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 J. Golembiowski, CFP, CLU, ChFC: Provides financial services to individuals and businesses.
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.
The Garrett Planning Network, Inc.: Provides fee-only financial planning and advice.
The Jentner Financial Group: Certified personal wealth managers.
The Main Street Group, Ltd: Offers full range of financial planning products and services.
Thomas J. Hahn, CFP: Provides investment and retirement planning services.
Thorne Asset Management, Inc.: Provides comprehensive financial planning and investment management 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.
W. David Coffman, CPA, CFP: Offers financial planning and consultation services.
Wealth Management Advisors Inc.: Financial planners and advisors located in Overland Park, KS.
Wheeler Wealth Management, Inc.: Financial planning and investment advisory firm offering retirement and tax planning.
Yeske and Company: Offers articles, market updates, discussion areas, and financial planning services.
