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David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
http://martula.com
David Twenhafel, CFP
Rockville, MD firm offers financial planning to people in the process of divorce.
http://www.divorce-and-money.com
Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.
http://www.stevemorris1.com/
Equitable Divorce Solutions, Inc.
Provides financial planning for clients experiencing the dissolution of their marriage.
http://www.divorceplan.net/
Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
http://www.financial-planning-mt.com/
Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.
http://www.bpsfinancial.com/
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/
Financial Planning Association
Organization comprised solely of CFP licensees.
http://www.fpanet.org/
Columbus Financial Group
Financial planning and registered investment advisory services.
http://www.columbusfinancial.com/
Security Financial Services
Offers a full range of financial planning services.
http://www.sfsplanning.com/
W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
http://www.coffmanadvisors.com/
Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
http://www.kooman.com/
Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
http://www.rewacker.com/
CFP Board of Standards
Offers the latest information on financial planning both to the public and pratitioners.
http://www.cfp-board.org/
Alexandria Financial Associates, Ltd.
SEC-registered firm provides fee-only financial planning.
http://www.afaWealth.com
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
http://www.wealthmgt.com
Budros & Ruhlin, Inc.
Provides financial planning and investment management services on a fee-only basis.
http://www.budrosandruhlin.com/
Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.
http://www.frostfinancial.com/
The Jentner Financial Group
Certified personal wealth managers.
http://www.jentner.com
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
http://www.feeonlyplanning.com
Lassus Wherley and Associates, P.C.
Provides fee-only financial planning, investment management and tax preparation.
http://www.lassuswherley.com/
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
http://www.planner4u.com/
Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
http://www.capitalstrategiesinc.com/
Duncan H. Cooper, CFP
Offers estate, retirement, tax and investment planning throughout New England.
http://www.newenglandfinancialplanner.com/
The Financial Advisors Group
Provides fee-only financial planning services and educational articles.
http://www.yourfinancialdoctors.com/
Parlan Financial Corp.
Provides fee-only financial planning, investment management and corporate seminars.
http://www.parlan.com/
Total Asset Planning
Provides investment advisory and tax and estate planning services.
http://www.total-asset-planning.com/
Falcon Financial Management, Inc.
Provides financial planning, management, and investment services.
http://www.ffmonline.net/
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
http://www.joandsiegel.com/
Ronald B. Wiser & Associates
Providing financial planning for individuals, businesses and organizations.
http://www.ronwiser.com/
Lexington Financial Management
Fee only financial planning firm based in Lexington, Massachusetts.
http://www.cash-planner.com/
PartnersInWealth
Provides financial planning and investment services.
http://www.partnersinwealth.com/
Thorne Asset Management, Inc.
Provides comprehensive financial planning and investment management services.
http://www.thorneasset.com/
Armstrong Financial Strategies
Provides financial planning, divorce planning and asset management.
http://www.armstrong-financial.com/
Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
http://www.bestplanners.com/
Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
http://www.kielycapital.com/
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
http://www.myhdvest.com/thomashahn
Hershberger Financial Services
Offers comprehensive financial planning and investment services.
http://www.hershbergerfinancial.com/
JCS Financial Planning Services
Investment advisory firm providing portfolio management and financial planning.
http://www.jerrysneed.com/
Henrietta Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
http://www.humphreysgroup.com/
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
http://www.protectassets.com/
Financial Prep
Provides an exam prep for those taking the Level I, II, or III CFA exams.
http://www.financialprep.com/
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
http://www.pfslink.com/
Jahn Investment Advisors
Specializing in the financial concerns of women.
http://www.lelajahn.com/
Carol Gosho, CFP
Providing portfolio management and financial planning services.
http://www.carolgosho.com/
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
http://www.lifetimefp.net/
Miceli Financial Planning
Offering comprehensive financial planning and investment management services.
http://www.salmiceli.com/
Beck Financial Strategies, Inc.
Fee-based CFP firm provides life planning and financial planning services.
http://www.beckfs.com/
Premier Capital Advisors, Inc.
CFP providing investment advice and financial planning services.
http://www.premiercapitaladvisors.com/
Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
http://www.pollockplanning.com/
Financial Planning Group Inc.
Advisory firm providing portfolio management and financial planning services.
http://www.fpginc.com/
James R Johnson, CFP
Features portfolio management and financial planning services.
http://www.financialdoc.com/
Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.
http://www.robertsandfails.com/
The Garrett Planning Network, Inc.
Provides fee-only financial planning and advice.
http://www.smartnewchoice.com/
Charis Financial
Fee-based financial planning for Christian families, businesses and ministries.
http://www.charisfinancial.com/
Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
http://www.karenfolk.com/
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
http://www.herrcapital.com/
Paul Knoblich: Certified Financial Planner
Retirement accumulation and distribution specialist.
http://www.paulknoblich.com/
AIS Financial Services, L.L.C.
Financial planning for the individual or small business, including investments and insurance.
http://www.aisfinancial.com/
Personal Financial Solutions, Inc.
Offeringing portfolio management, investment advice and financial planning.
http://www.mypersonalfinancialsolutions.com/
Houston Financial Planning
Offers retirement, college, investment and estate planning services.
http://www.houstonfinancialplanning.com/
Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.
http://www.raymignone.com/
George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
http://www.thefeeonlyplanner.com/
Owens Financial
CFP provides portfolio management and financial planning services.
http://www.owens-financial.com/
Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
http://www.stevegfinancial.com/
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
http://www.spinnakerfinancial.com/
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
http://www.amesfinancial.com/
Modular Financial Solutions Inc.
Certified financial planner is a fee-only financial planning firm.
http://www.modularfinancial.com/
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
http://www.castlefinancialadvisors.com/
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
http://www.stowefinancialplanning.com/
John M. Scherer, CFP
Comprehensive financial planning and advisory firm.
http://www.trinfin.com/
Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.
http://www.sageadvisorygroup.com/
Blattel & Associates
Offers investment and retirement planning services.
http://www.blattels.com/
Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
http://www.focusfinancial.com/
On Your Side, Inc.
Provides retirement planning strategies, cash flow spending plans, and college funding advice.
http://www.plannersonyourside.com/
Integrated Financial Strategies
Offers investments, divorce planning, wealth management, and retirement planning.
http://www.ifslegacy.com/
BG Financial
Specializes in providing fee-only financial planning and investment advice.
http://www.planningmadeeasy.com/
Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.
http://www.normanfinancialplanning.com/
Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
http://www.professionalfinancial.com/
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
http://www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483
Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
http://www.abepcs.com/
Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
http://www.galecki.com/
The Sudden Money Center
Helps recipients of financial windfalls with their new financial position.
http://www.suddenmoney.net/
Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
http://www.joelisaacson.com/
David Dagley, CFP
Windsor, Ontario. Specializing in comprehensive written financial plans.
http://www.david-dagley.com/
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
http://www.tax-finance.com/
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
http://www.tuckerfinancialservices.com/
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
http://www.stilesfinancial.com/
ACS Financial Advisors
Fee-only financial and wealth management firm.
http://www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296
Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
http://www.altiusfin.com/
Peterson Planning
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
http://www.petersonplanning.com/
G. Eric Faddis, CFP
Provides financial advice to professionals, small business owners, retirees and individuals.
http://www.ericfaddis.com/
Ross L. Marino CFP
Providing portfolio and wealth management services.
http://www.rossmarino.com/
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
http://www.alden-capital.com/
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
http://www.cambridgefinancialgroup.com/
Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.
http://www.clarityfinancialplanning.com/
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
http://www.faskc.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/
Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
http://www.mackensen.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/
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/
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/
Australian Financial Services Limited
Combines financial and estate planning services, insurance Retirement planning.
http://www.afsl.com.au/
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/
Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational resources.
http://www.toalfinancial.com/
Leonard Wealth Management, Inc.
Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
http://www.scottleonard.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/
Claymore Financial Group
Features product and service overview, mailing list and financial links.
http://www.claymorefinancialgroup.com/
Global Partners Securities, Inc.
Offers portfolio and asset management, equity trading, research and market analysis.
http://www.gp-securities.com/
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
http://www.tasselcapital.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/
Zionsville Financial Planning, Inc.
Provides financial planning services for individuals and small business. Features fee schedule and contact details.
http://zionsvillefinancial.com/
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
http://www.mcapitalmgt.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/
Richmond Financial Associates, Inc.
Focusing on investments, insurance, and money management.
http://www.richmondfinancialassoc.com
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
http://www.pacwealth.com/
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
http://www.KringFinancial.com/
Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
http://www.cooperms.com/
Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
http://buffcapital.com/
Anthony Harding & Partners Limited
Specialising in investment planning and asset management services for private clients.
http://www.hardingpartners.co.uk/
The Main Street Group, Ltd
Offers full range of financial planning products and services.
http://www.themainstreetgroup.com/
Armstrong MacIntyre & Severns, Inc.
Offers financial planning, portfolio management and retirement planning services.
http://www.amsindc.com/
Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
http://www.i-focus.co.za/
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
http://www.jpw.ca/
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/
Contour Financial Planning, LLC
Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.
http://contourfp.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/
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
http://www.lpl.com/html/index.html
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
http://www.e-planmark.com/
R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
http://www.pauleyfinancial.com/
Broussard Financial Group
Provides education for financial, investment and retirement planning.
http://www.broussardfinancialgroup.com/splash.cfm
Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.
http://home.flash.net/~kean/
FPAnet.org - Find a CFP® Professional
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/plannersearch.cfm
Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
http://independencefp.co.uk
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
http://www.canwealth.com/
Amy L. Whitlatch
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
http://www.amywhitlatch.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/
Financial Planners Standards Council
The Canadian regulatory organization awarding the Certified Financial Planner designation.
http://www.cfp-ca.org/
Brady & Associates Financial Services
Provides personal financial planning services in Australia.
http://www.bradyassoc.com.au
The Rawls Company
Provides business succession planning services to capital intensive, family businesses.
http://www.rawlsco.com
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
http://www.rrsp.org/
George H. Coughlin II, CFP
Provides financial and IRA planning services.
http://www.iraplanning.com
Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
http://www.reidtax.com/
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
http://www.yeske.com/
Multop and Associates
Provides tax and financial planning services.
http://www.multop.com/
Wheeler Wealth Management, Inc.
Financial planning and investment advisory firm offering retirement and tax planning.
http://www.wheelerwealthmgmt.com/
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
http://www.karenibach.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/
RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
http://www.rbmfinancial.com
Advisors Financial Group
Full service fee-oriented financial planning.
http://www.advisorsfinancialgroup.net
Global Financial Advisors, Inc.
A fee-only financial planning and investment advisory firm.
http://www.global-advisor.com
Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
http://www.northstarfp.com
Capitol Financial Group, Inc.
Provides financial planning services and investment products.
http://www.capitolfinancial.net/
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