Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC,
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.
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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. http://www.feesonly.com/
http://richfp.blogspot.com/
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. http://networthadvice.com
CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and
Retirement Planning 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. http://www.lfpadvisors.com/
Sierra Wealth Advisors - Fee-Only Certified Financial Planner™ and Independent Investment Advisor in
Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit
organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are
dedicated to research-proven investment practices and the highest ethical standards. www.sierrawealth.com
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO. We take a holistic approach to
financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary --
we do not sell products or collect commissions. www.strasbaughfinancial.com
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. Please explore our Web site at: www.poseycapital.com.
Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a
fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley
Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and
investment advisory services. www.FerroFinancial.com
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. www.mypfa.com
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. http://www.
mentoradvisers.com
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. Y.D. Financial Services, Inc.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County
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.
www.bfadvisers.com
Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary
in Salem, NH, and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL
PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH
and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has
over 25 years experience www.investwithpaul.com
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. www.michaelpace.net
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. http://www.sherwood-investments.com
Fee Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning,
investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide. www.
ritterdaniher.com
Independent Fee-Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor based in
Mendota Heights, 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
Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and
insurance. www.pfpg.com
An independent, Fee-Only Certified Financial Planner in Roseland, New Jersey Founder of Key Financial
Solutions, Roger Streit, Certified Financial Planner ® offers investment management and financial planning services
to residents of New Jersey and New York. www.keyfeeonly.com
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 PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located
in Ridgeland, MS, north of Jackson near Madison and Brandon. www.BerglandWealth.com
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Portland,
Oregon and Santa Cruz, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in
Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and
investment management advice, designed to help them achieve financial success and realize their aspirations.
www.maascapital.com
Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA Belmont, Massachusetts
based firm providing specialized wealth management for dentists and physicians. Investment management for
doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists.
Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist
PFS, Trusted financial advisor serving physicians and dentists.
www.advocatefinancialmanagement.com
Fee-Only CERTIFIED FINANCIAL PLANNER ™ certificant and Registered Investment Advisor in Las Vegas
and Summerlin, NV
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 (TM)
certification in Las Vegas, NV. www.palermofinancialgroup.com
Fee-Only Certified Financial Planner in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama 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. www.longviewfa.com
Fee Only independent registered investment advisor in Little Neck Queens and Long Island New York Ray
Mignone & Co., Inc. 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. www.raymignone.com
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. www.minervaplanninggroup.com
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. http://www.wealth-engineering.com
Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV.
Red Rock Private Wealth Consulting is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL
PLANNER & Wealth Management Firm in Las Vegas, NV. http://www.redrockwealth.com
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....
http://www.EppleFinancial.com
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....http://www.vintagefs.com
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. http://www.wmallc.com
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....
http://www.feeonlyadvisor.com
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....
http://www.tabr.net
Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida... Florida Financial
Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last
25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate
planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term
financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP & EA has
more than 30 years experience and is a NAPFA-registered, independent financial planner....
http://www.floridafinancialadvisors.com
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....
http://www.ColleenWeber.com
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...http://www.longfinancialplanning.com
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....http://www.bfponline.com
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....http://www.savvyoutcomes.com
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....http://www.laidoffinsandiego.com
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....http://orrgroup.com
Fee only Certified Financial Planner 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.
http://www.staibfinancialplanning.com/
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT... Lon Jefferies with Net Worth Advisory
Group is a fee-only financial planner who is 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. http://www.utahfinancialadvisor.blogspot.com
Fisher Financial Strategies - Fee-only Financial Planner and Investment Adviser in Cambridge and Boston, MA
Providing advice on investments, planning for college, retirement, taxes, and other aspects of personal financial
planning. The Fisher Financial Strategies web site features links to resources including the FFS Blog, a financial
planning web log. http://ffscambridge.com
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....
http://www.iam-financial.com
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....http://www.thorntonwealth.com
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....http://www.ffplan.com
Independent Wealth Management LLC - Fee-Only Certified Financial Planners... We are committed to developing
conservative wealth management strategies customized to meet your needs. You'll work with an experienced team
that's focused on your unique situation. Located in Traverse City, Michigan. http://www.iwmusa.com
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.
http://www.josephcapital.com
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. http://www.caringfinancial.com
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....
http://www.cedaradvisors.com
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,
Financial Planning. http://www.salmiceli.com
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI... 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 Funds).
http://www.retirementplanningsolutions.us
San Diego Fee Only Advisor - Independent CERTIFIED FINANCIAL PLANNER (tm) Practitioner... Blue
Water Capital Management, LLC provides Independent, Fee-Only Financial Planning, investment management, and
retirement plan consulting services to a variety of clients. http://www.sandiegofeeonly.com
Sanders Financial Management...Sanders Financial Management is a Fee-Only firm providing emerging-affluent
clients with comprehensive financial management including financial planning and investment management services.
http://www.sandersfinancial.com
Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters
is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and
Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.
http://www.goldmedalwaters.com
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.
http://www.summitfinancialplanning.com
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make
a difference in the lives of our clients by providing them with exceptional financial planning, investment management,
and tax advice. http://www.weingartenassociates.com/
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. http://www.feesonly.com/
http://richfp.blogspot.com/
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. http://networthadvice.com
CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and
Retirement Planning 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. http://www.lfpadvisors.com/
Sierra Wealth Advisors - Fee-Only Certified Financial Planner™ and Independent Investment Advisor in
Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit
organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are
dedicated to research-proven investment practices and the highest ethical standards. www.sierrawealth.com
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO. We take a holistic approach to
financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary --
we do not sell products or collect commissions. www.strasbaughfinancial.com
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. Please explore our Web site at: www.poseycapital.com.
Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a
fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley
Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and
investment advisory services. www.FerroFinancial.com
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. www.mypfa.com
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. http://www.
mentoradvisers.com
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. Y.D. Financial Services, Inc.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County
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.
www.bfadvisers.com
Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary
in Salem, NH, and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL
PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH
and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has
over 25 years experience www.investwithpaul.com
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. www.michaelpace.net
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. http://www.sherwood-investments.com
Fee Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning,
investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide. www.
ritterdaniher.com
Independent Fee-Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor based in
Mendota Heights, 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
Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and
insurance. www.pfpg.com
An independent, Fee-Only Certified Financial Planner in Roseland, New Jersey Founder of Key Financial
Solutions, Roger Streit, Certified Financial Planner ® offers investment management and financial planning services
to residents of New Jersey and New York. www.keyfeeonly.com
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 PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located
in Ridgeland, MS, north of Jackson near Madison and Brandon. www.BerglandWealth.com
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Portland,
Oregon and Santa Cruz, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in
Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and
investment management advice, designed to help them achieve financial success and realize their aspirations.
www.maascapital.com
Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA Belmont, Massachusetts
based firm providing specialized wealth management for dentists and physicians. Investment management for
doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists.
Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist
PFS, Trusted financial advisor serving physicians and dentists.
www.advocatefinancialmanagement.com
Fee-Only CERTIFIED FINANCIAL PLANNER ™ certificant and Registered Investment Advisor in Las Vegas
and Summerlin, NV
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 (TM)
certification in Las Vegas, NV. www.palermofinancialgroup.com
Fee-Only Certified Financial Planner in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama 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. www.longviewfa.com
Fee Only independent registered investment advisor in Little Neck Queens and Long Island New York Ray
Mignone & Co., Inc. 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. www.raymignone.com
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. www.minervaplanninggroup.com
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. http://www.wealth-engineering.com
Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV.
Red Rock Private Wealth Consulting is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL
PLANNER & Wealth Management Firm in Las Vegas, NV. http://www.redrockwealth.com
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....
http://www.EppleFinancial.com
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....http://www.vintagefs.com
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. http://www.wmallc.com
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....
http://www.feeonlyadvisor.com
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....
http://www.tabr.net
Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida... Florida Financial
Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last
25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate
planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term
financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP & EA has
more than 30 years experience and is a NAPFA-registered, independent financial planner....
http://www.floridafinancialadvisors.com
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....
http://www.ColleenWeber.com
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...http://www.longfinancialplanning.com
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....http://www.bfponline.com
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....http://www.savvyoutcomes.com
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....http://www.laidoffinsandiego.com
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....http://orrgroup.com
Fee only Certified Financial Planner 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.
http://www.staibfinancialplanning.com/
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT... Lon Jefferies with Net Worth Advisory
Group is a fee-only financial planner who is 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. http://www.utahfinancialadvisor.blogspot.com
Fisher Financial Strategies - Fee-only Financial Planner and Investment Adviser in Cambridge and Boston, MA
Providing advice on investments, planning for college, retirement, taxes, and other aspects of personal financial
planning. The Fisher Financial Strategies web site features links to resources including the FFS Blog, a financial
planning web log. http://ffscambridge.com
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....
http://www.iam-financial.com
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....http://www.thorntonwealth.com
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....http://www.ffplan.com
Independent Wealth Management LLC - Fee-Only Certified Financial Planners... We are committed to developing
conservative wealth management strategies customized to meet your needs. You'll work with an experienced team
that's focused on your unique situation. Located in Traverse City, Michigan. http://www.iwmusa.com
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.
http://www.josephcapital.com
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. http://www.caringfinancial.com
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....
http://www.cedaradvisors.com
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,
Financial Planning. http://www.salmiceli.com
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI... 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 Funds).
http://www.retirementplanningsolutions.us
San Diego Fee Only Advisor - Independent CERTIFIED FINANCIAL PLANNER (tm) Practitioner... Blue
Water Capital Management, LLC provides Independent, Fee-Only Financial Planning, investment management, and
retirement plan consulting services to a variety of clients. http://www.sandiegofeeonly.com
Sanders Financial Management...Sanders Financial Management is a Fee-Only firm providing emerging-affluent
clients with comprehensive financial management including financial planning and investment management services.
http://www.sandersfinancial.com
Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters
is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and
Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.
http://www.goldmedalwaters.com
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.
http://www.summitfinancialplanning.com
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make
a difference in the lives of our clients by providing them with exceptional financial planning, investment management,
and tax advice. http://www.weingartenassociates.com/
| Address: 41 University Drive Suite 400, Newtown, PA 1894 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleywealth.net |