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