Financial Advisor & Investment Links And Resources
Redrock Wealth Management is a registered investment advisor firm with financial advisors in Henderson & Las Vegas, Nevada. We’ve provided these financial links and information as a resource for your financial and investment planning. As such, we do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.
Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms
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.
CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.
Wealth Engineering, is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona. Wealth Engineering, was founded by Dave Fernandez, CFP®, a Phoenix native. We provide fee-only financial planning and investment management services.
We are fiduciaries. We are legally required to manage your affairs as if your money was our money. This means your interests are put ahead of ours. Your broker or bank investment consultant does not typically have this fiduciary responsibility.
Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.
A fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.
Investors Capital Management, LLC is a NAPFA registered financial advisor firm in Menlo Park. We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
Satori Financial is a boutique fee-only financial advisory firm based in San Francisco and works with clients along the tech corridor from Seattle to Silicon Valley. The Firm offers objective financial planning and investment management, with a special emphasis on reinvention.
ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.
At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience.
Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security. We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.
Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.
Resource Planning Group is an independent fee only fiduciary financial planner in Atlanta. Their team of Certified Financial Planner (CFP) advisors specializes in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.
Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees and widows since 1982. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Personal Financial Advisors, LLC - We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana.
Ferro Financial, LLC is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans area and Baton Rouge, LA. We believe our most valuable asset is our client relationships.
Portland Financial Planning Group has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
We are an independent, fee only, fiduciary wealth management firm providing investment management, retirement planning, college planning, and financial planning services to clients in Novi and Northville, Michigan and nationwide. Gain total control of you money and build wealth smarter by making the right choices today.
Phillip James Financial is an independent offering comprehensive financial planning and investment management in the Twin Cities and surrounding suburbs. Phillip Christenson and James Sexton are the owners and financial advisors.
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. The firm's name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.
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.
Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.
An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.
At Altfest Personal Wealth ManagementSM, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want.
Ray Mignone & Associates, Inc. Fee Only investment advisor, financial planner, fiduciary in Queens, Nassau, Long Island, New York & Boynton Beach Florida works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989, member of NAPFA & FPA.
Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
offers ongoing financial planning and investment management for clients in the Carolinas, as well as throughout the Southeast. As our client’s fiduciary, we offer unbiased advice to the generations of our client families and become their financial partner to help them reach their long term goals.
An independent and objective fee-only financial planning firm helping people in Raleigh, Cary and all over North Carolina. We specialize in wealth management, tax planning, investment management and estate planning.
Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.
rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
Justin Rush, founder of JGR Financial Solutions, provides fee only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.
Brent Dickerson, CFP® EA, provides fiduciary wealth management and tax preparation services and advice to a range of clients, including many employed by Sherwin-Williams in Cleveland and throughout the country. TWM is based in Painesville, Ohio and Lubbock, TX with clients nationwide.
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California
At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.
Y.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning.
We offer personalized financial planning and ongoing asset management. There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.
Clients benefit from Brent's knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent's goal as a financial planner is to help his clients plan for a better tomorrow.
Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.
Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.
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.
Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees. We are also an approved sponsor of Dimensional Funds.
is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.