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Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
http://buffcapital.com/
Joel Isaacson
Providing fee-based asset management, tax planning, retirement planning, risk management and estate planning. Located in New York, NY.
http://www.joelisaacson.com/
Parlan Financial Corporation
A fee only, financial advisory firm.
http://www.parlan.com/
Modular Financial Solutions Inc.
Certified financial planner is a fee-only financial planning firm.
http://www.modularfinancial.com/
Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
http://www.rewacker.com/
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
http://www.lpl.com/html/index.html
BG Financial
Specializes in providing fee-only financial planning and investment advice.
http://www.planningmadeeasy.com/
David Twenhafel, CFP
Rockville, MD firm offers financial planning to people in the process of divorce.
http://www.divorce-and-money.com
Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
http://www.stevegfinancial.com/
Miceli Financial Planning
Fee-only financial advisor. Offers asset management, investment and retirement planning.
http://www.salmiceli.com/
Capital Strategies Inc.
Offers comprehensive financial planning services to individuals, corporations, and institutions on a fee basis.
http://www.capitalstrategiesinc.com/
Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.
http://www.raymignone.com/
Financial Planning Standards Council - Certified Financial Planner
The Canadian regulatory organization awarding the Certified Financial Planner designation. Offers information about fiancial planning, the CFP designation, how to obtain it and a search function to find those so certified.
http://www.cfp-ca.org/
Fazio and Associates
Fee-based managed accounts, retirement planning, and educational and fund strategies.
http://www.mnplanner.com/
Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
http://independencefp.co.uk
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
http://www.karenibach.com/
Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational resources.
http://www.toalfinancial.com/
Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
http://www.altiusfin.com/
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
http://www.stilesfinancial.com/
Financial Prep
Provides an exam prep for those taking the Level I, II, or III CFA exams.
http://www.financialprep.com/
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
http://www.feeonlyplanning.com
Alexandria Financial Associates, Ltd.
SEC-registered firm provides fee-only financial planning.
http://www.afaWealth.com
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
http://www.tuckerfinancialservices.com/
Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
http://www.camarda.com
Foster Group, Inc.
Financial planning and investment advisory firm. Principals profiles, fee description.
http://www.fostergrp.com/
George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
http://www.thefeeonlyplanner.com/
Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.
http://www.bpsfinancial.com/
Owens Financial
CFP provides portfolio management and financial planning services.
http://www.owens-financial.com/
Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
http://www.mackensen.com/
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
http://www.mcapitalmgt.com/
Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.
http://www.stevemorris1.com/
Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.
http://www.clarityfinancialplanning.com/
Integrated Financial Strategies
Offers investments, divorce planning, wealth management, and retirement planning.
http://www.ifslegacy.com/
Carol Gosho, CFP
Providing portfolio management and financial planning services.
http://www.carolgosho.com/
Lassus Wherley and Associates, P.C.
Provides fee-only financial planning, investment management and tax preparation.
http://www.lassuswherley.com/
Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
http://www.financial-planning-mt.com/
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
http://www.cambridgefinancialgroup.com/
G. Eric Faddis, CFP
Provides financial advice to professionals, small business owners, retirees and individuals.
http://www.ericfaddis.com/
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
http://www.bransonfowlkes.com/
Ross L. Marino CFP
Providing portfolio and wealth management services.
http://www.rossmarino.com/
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.
http://www.cfp.net/
Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.
http://www.frostfinancial.com/
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
http://www.jonathansmith.com/
R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
http://www.pauleyfinancial.com/
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
http://www.alden-capital.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.
http://www.fpanet.org/plannersearch/planne...
Beck Financial Strategies, Inc.
Fee-based CFP firm provides life planning and financial planning services.
http://www.beckfs.com/
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
http://www.jpw.ca/
The Rawls Company
Provides business succession planning services to capital intensive, family businesses.
http://www.rawlsco.com
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
http://www.faskc.com/
Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
http://www.northstarfp.com
Anthony Harding & Partners Limited
Specialising in investment planning and asset management services for private clients.
http://www.hardingpartners.co.uk/
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
http://www.tax-finance.com/
Richmond Financial Associates, Inc.
Focusing on investments, insurance, and money management.
http://www.richmondfinancialassoc.com
Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.
http://www.sageadvisorygroup.com/
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
http://barriosfinancial.com/
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
http://www.canwealth.com/
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
http://www.assetplanningcorp.com/pages/ind...
John M. Scherer, CFP
Comprehensive financial planning and advisory firm.
http://www.trinfin.com/
Broussard Financial Group
Provides education for financial, investment and retirement planning.
http://www.broussardfinancialgroup.com/spl...
Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
http://www.i-focus.co.za/
Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.
http://home.flash.net/~kean/
Armstrong MacIntyre & Severns, Inc.
Offers financial planning, portfolio management and retirement planning services.
http://www.amsindc.com/
Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
http://www.kooman.com/
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
http://www.stowefinancialplanning.com/
W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
http://www.coffmanadvisors.com/
Blankenship Financial Planning, Ltd.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
http://www.BlankenshipFinancialPlanning.co...
CFP Board of Standards
Offers the latest information on financial planning both to the public and pratitioners.
http://www.cfp-board.org/
PartnersInWealth
Provides financial planning and investment services.
http://www.partnersinwealth.com/
George H. Coughlin II, CFP
Provides financial and IRA planning services.
http://www.iraplanning.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.
http://www.sprakerfitzgerald.com/
Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
http://www.objectiveadvisors.com/
Blattel & Associates
Offers investment and retirement planning services.
http://www.blattels.com/
Financial Planning Association
Organization comprised solely of CFP licensees.
http://www.fpanet.org/
Armstrong Financial Strategies
Provides financial planning, divorce planning and asset management.
http://www.armstrong-financial.com/
Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.
http://www.robertsandfails.com/
Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
http://www.abepcs.com/
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
http://www.amesfinancial.com/
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
http://www.wealthmgt.com
National Financial Services
Planning for wealth creation, superannuation, retirement, estate and insurance, offering mortgage finance, accounting and property investment. Company profile, fees and practices.
http://www.afsl.com.au/
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
Focusing on the investing needs of retirees and soon-to-be retirees.
http://www.michaeldallas.com/
Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
http://www.humphreysgroup.com/
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
http://www.pfslink.com/
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
http://www.protectassets.com/
Ronald B. Wiser & Associates
Providing financial planning for individuals, businesses and organizations.
http://www.ronwiser.com/
Charles Geraci
Specializes in personal financial, tax and estate planning and consulting.
http://www.cgeraci.com/
The Main Street Group, Ltd
Offers full range of financial planning products and services.
http://www.themainstreetgroup.com/
Financial Planning Group Inc.
Advisory firm providing portfolio management and financial planning services.
http://www.fpginc.com/
Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
http://www.cooperms.com/
Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
http://www.professionalfinancial.com/
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
http://www.herrcapital.com/
ACS Financial Advisors
Fee-only financial and wealth management firm.
http://www.acsadvisors.com/pages/index.htm...
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
http://www.yeske.com/
Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
http://www.starksfinancial.com/
Security Financial Services
Offers a full range of financial planning services.
http://www.sfsplanning.com/
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
http://www.kringfinancial.com/
Falcon Financial Management, Inc.
Provides financial planning, management, and investment services.
http://www.ffmonline.net/
Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
http://www.reidtax.com/
Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
http://www.pollockplanning.com/
James R Johnson, CFP
Features portfolio management and financial planning services.
http://www.financialdoc.com/
Hershberger Financial Services
Offers comprehensive financial planning and investment services.
http://www.hershbergerfinancial.com/
David Dagley, CFP
Windsor, Ontario. Specializing in comprehensive written financial plans.
http://www.david-dagley.com/
Peterson Planning
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
http://www.petersonplanning.com/
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.
http://www.dvfp.com/
Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.
http://www.normanfinancialplanning.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 information.
http://www.napfa.com/
Investors Group Financial Services Inc.
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
http://www.investorsleader.com/
RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
http://www.rbmfinancial.com
Columbus Financial Group
Financial planning and registered investment advisory services.
http://www.columbusfinancial.com/
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
http://www.pacwealth.net/
RRSP.ORG
Retirement and financial planning centre serving Canadians seeking RRSP, RRIF, retirement, estate, tax and other financial planning strategies.
http://www.rrsp.org/
Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
http://www.karenfolk.com/
Premier Capital Advisors, Inc.
CFP providing investment advice and financial planning services.
http://www.premiercapitaladvisors.com/
Paul Knoblich: Certified Financial Planner
Retirement accumulation and distribution specialist.
http://www.paulknoblich.com/
The Jentner Financial Group
Certified personal wealth managers.
http://www.jentner.com
Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
http://www.galecki.com/
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
http://www.castlefinancialadvisors.com/
Wheeler Wealth Management, Inc.
Financial planning and investment advisory firm offering retirement and tax planning.
http://www.wheelerwealthmgmt.com/
Multop and Associates
Provides tax and financial planning services.
http://www.multop.com/
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
http://www.lifetimefp.net/
Brady & Associates Financial Services
Provides personal financial planning services in Australia.
http://www.bradyassoc.com.au
JCS Financial Planning Services
Investment advisory firm providing portfolio management and financial planning.
http://www.jerrysneed.com/
Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
http://www.focusfinancial.com/
Personal Financial Solutions, Inc.
Offeringing portfolio management, investment advice and financial planning.
http://www.mypersonalfinancialsolutions.co...
Amy L. Whitlatch
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
http://www.amywhitlatch.com/
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
http://www.myhdvest.com/thomashahn
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
http://www.e-planmark.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.
http://www.hatchmuir.com/
The Garrett Planning Network, Inc.
Provides fee-only financial planning and advice.
http://www.smartnewchoice.com/
Jahn Investment Advisors
Specializing in the financial concerns of women.
http://www.lelajahn.com/
FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
http://www.fsfinancialstrategies.com/
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
http://www.tasselcapital.com/
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
http://www.joandsiegel.com/
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
http://www.planner4u.com/
Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
http://www.kielycapital.com/
Financially Speaking, Inc.
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
http://www.financiallyspeak.com/
David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
http://martula.com
Thorne Asset Management, Inc.
Provides comprehensive financial planning and investment management services.
http://www.thorneasset.com/
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.
http://www.dsneal.com/
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
http://www.spinnakerfinancial.com/
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2006