NAPFA
NAPFA is the National Association of Personal Financial Advisors and is the country’s leading professional association of Fee-Only financial advisors. NAPFA Advisors meet the highest membership standards for professional competency, client-focused financial planning, and fee-only compensation. For more information about The National Association of Personal Financial Advisors (NAPFA), please visit their website.
Read our Comprehensive Guide to Retirement Planning in New Jersey for helpful answers to common retirement questions.
Arizona
Phoenix and Scottsdale Fee Only CFP Fiduciary Financial Advisor
Continuum Wealth Management is an independent, fee only fiduciary financial planning firm and registered investment advisor providing investment management, retirement planning and financial planning.
Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix Arizona
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.
Website: https://wealth-engineering.com/
Colorado
Financial Advisor Denver & Boulder – Gold Medal Waters is a Financial Advisor that serves Denver and Boulder Colorado
Florida
Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) in Naples, Florida – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based in New York, with an additional location in Naples, Florida.
Georgia
Paramount Investment Advisors, Inc.
Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia. www.paramountia.com
Illinois
Johnston Investment Counsel (JIC)
Quinn Financial Planning, LLC – Fee-Only CFP CPA in Orland Park, IL Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax, and estate planning services.
Blankenship Financial Planning – New Berlin, IL
Louisiana
Fiduciary Fee-Only Financial Planner in Lafayette Louisiana serving the entire Gulf Coast region. Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Massachusetts
Fee Only Financial Advisor in Franklin, MA and Quechee, VT
Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.
Fee-Only Independent CERTIFIED FINANCIAL PLANNER™ Professional in Cambridge, MA and Boston, MA : Fisher Financial Strategies provides financial planning and investment advice on a fee-only, hourly basis.
Michigan
CFP CPA Fee Only Financial Advisor Wealth Management Michigan
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.
Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee.
YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.
Minnesota
Phillip James Financial is a Fee-only Wealth Management company serving the Twin Cities and surrounding suburbs. We offer a comprehensive financial planning experience by combining investments management, retirement planning, tax planning, and tax preparation. We believe in Investing with Purpose. There website can be founds here: Financial Planner in Plymouth, MN.
Phillip Christenson, CFA is a fee-only financial advisor in Maple Grove, MN. He is co-owner and financial advisor for Phillip James Financial. He focuses on retirement planning, portfolio management, and tax planning for his clients and their families. Reach out today to start a conversation.
New York
Altfest Manhattan – New York based financial planning and investment management firm Altfest Personal Wealth Management works with high net worth individuals, including dentists, doctors, retirees, widows and divorced persons to help them develop a plan designed to achieve their personal financial goals.
Capital District, NY Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional
Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that important to them.
Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) in New York – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee-Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.
North Carolina
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management.
Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only, independent financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs.
Ohio
Fee-Only Financial Advisors in Columbus Ohio – rebel Financial. 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 even 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.
Pennsylvania
Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA – Michael J. Garry, CFP(R), 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.
Texas
NAPFA Fee-Only Financial Advisor in North Texas – Strategic Financial Planning (SFP) is an independent, fee-only Registered Investment Advisor based in Plano, TX that offers financial planning and wealth management services to professionals, small business owners, physicians, divorcees and widows in the DFW Metroplex and abroad. Our goal is to help in Navigating Your Life JourneyTM and allow you to focus on areas that you enjoy most.
Tennessee
Cypress Wealth Management a Fee-Only Fiduciary Financial Advisor in Memphis, TN – 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.
Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan.
YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.
Wisconsin
Bill McDonald – Financial Advisor in Middleton, WI
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 provider of Dimensional Funds.