NAPFA Members Directory

Independent Las Vegas Financial Advisor-CFP Retirement Planning Specialist
Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees. The Firm's President and Financial Advisor, Greg Phelps CFP, CLU, AAMS has 13 years of financial advisor and retirement plan experience, and is a FEE-ONLY independent financial planner.

Maine fee-only CERTIFIED FINANCIAL PLANNER and investment management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement planning, estate planning, and money management serving individuals across the state of Maine.

Beaverton Oregon Fee Only Financial Advisor...
Portland Financial Advisors is a full service tax and financial planning firm located near Portland, Oregon....

Fee Only CFP Financial Advisor in Wayzata, Minnesota...
Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments....

Fee Only CFP Financial Advisor in Hawaii...
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. ...

Fee Only CFP Financial Advisor in Ann Arbor, Michigan...
Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management....

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass....
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. ...

Fee Only Financial Planning - Roman Financial Advisors in San Diego CA...
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling....

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Cary, North Carolina....
Improving the financial health of physicians and dentists....

Fee-Only CFP CPA Independent Financial Advisor in Minnesota....
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota....

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH....

Fee-Only CFP Independent Financial Advisor in Chicago...
Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL...

Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) ...
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL....

Fee-Only CFP Investment Advisor for retirement money in San Diego County…
A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds

Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in Orlando, FL....
Welcome to ORRGROUP, where fee-only financial planning, education, and advice is always objective. We are a DFA approved advisor. Let Andrew Orr help you to prepare for your future....

Fee-Only Financial Planner in Boston and Cambridge, MA...
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts....

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....

Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia...
Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management....

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor...
Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen....

Joseph Capital Management, LLC - Florida Fee-Only Financial Planner...
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals....

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey...
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ....

Life Strategies Financial Planning...
Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds....

Portland Fee-Only Financial Planning and Investment Management ...
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon....

Retirement Fee Only Financial Planning Advisor in Denver...
A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Finanial Planning.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.

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.

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).

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

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.

CFP ® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania.
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.

Fee-Only Financial Planner in Jacksonville
Life Planning Partners, Inc. -We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.

Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York.
Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.

Independent Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las Vegas and Southern Nevada
Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (™) certification in Las Vegas, NV.

Massachusetts Fee-only Financial Planning Firm
Greater Boston based Advocate Financial Management serving Arlington Lexington Cambridge Belmont Winchester MA Certified Financial Planner Registered Investment Advisory retirement planning eldercare life planning legacy investment management fee only Dimensional Fund Advisers DFA Timothy J. Haley CFP CPA.

Daily Money Management Firm in Greater Boston
CFP CPA Certified Public Accountant Certified Financial Planner AADMM QuickBooks Pro Advisor
Eldermoney.com Massachusetts bookkeeping serving the elder market in Belmont Cambridge Arlington Winchester Lexington MA handle personal finances organize document management financial statements estimated tax payments monthly bill paying serving senior and elderly market estate planning legacy.

Independent, Fee-Only CERTIFIED FINANCIAL PLANNER™ professional in Portland, Oregon and Silicon Valley, California.
Maas Capital is an independent, fee-only financial advisor and CERTIFIED FINANCIAL PLANNER in Jim Corbeau, MBA, CFP® is an independent, fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with offices in Portland, Oregon and Santa Cruz, California.

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.

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.

Fee-Only Certified Financial Planner® in Roseland, New Jersey
Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Saint Paul Financial Advisors – Independent – Fee-Only - CFP
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

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide

Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Seattle, Washington. King County, Eastside – Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, Woodinville, Bothell 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). Our clients are nationwide.

Paul R. Pignone, CFP,CLU,ChFC,AIF,CSA "Fee Only" Boston Retirement Advisors, LLC
We earn no commissions and sell no products. We represent our clients as Fiduciaries 100%".

Personal Financial Advisors
Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.

Posey Capital Management
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.

Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ practitioner
The 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.

Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management for Women’s Personal Finances in Portland, OR
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Unbiased Financial Advice in Menlo Park, CA Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.