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See also:
- Business: Investing: Socially Responsible: Money Managers (37)
- Home: Personal Finance: Money Management (332)
- Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
- Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
- Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
- Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
- Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
- Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
- Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
- Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
- Australian Financial Services Limited - Combines financial and estate planning services, insurance Retirement planning.
- Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
- Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
- Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
- BG Financial - Specializes in providing fee-only financial planning and investment advice.
- Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
- Blattel & Associates - Offers investment and retirement planning services.
- Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
- Brady & Associates Financial Services - Provides personal financial planning services in Australia.
- Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
- Broussard Financial Group - Provides education for financial, investment and retirement planning.
- Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
- Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
- Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
- CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
- Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
- Carol Gosho, CFP - Providing portfolio management and financial planning services.
- 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.
- Charles Geraci - Specializes in personal financial, tax and estate planning and consulting.
- Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
- Columbus Financial Group - Financial planning and registered investment advisory services.
- Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
- Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
- 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.
- David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
- David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
- 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.
- Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
- Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
- Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
- Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
- Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
- Financial Planning Association - Organization comprised solely of CFP licensees.
- Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
- Financially Speaking, Inc. - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
- Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
- Folk Financial Planning - Offers holistic financial planning to clients on a fee-only basis.
- Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description.
- Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
- FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
- G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
- Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
- The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
- George H. Coughlin II, CFP - Provides financial and IRA planning services.
- George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
- 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.
- Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
- Hershberger Financial Services - Offers financial planning and investment services.
- Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
- Independence Financial Planners - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
- Independent Focus - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
- Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
- Investors Group Financial Services Inc. - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
- J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
- Jahn Investment Advisors - Specializing in the financial concerns of women.
- James R Johnson, CFP - Features portfolio management and financial planning services.
- Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
- The Jentner Financial Group - Certified personal wealth managers.
- Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
- Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
- John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
- John M. Scherer, CFP - A financial planning and advisory firm.
- Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
- Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
- Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
- Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
- Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
- Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
- Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
- Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
- Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
- LPL Financial Services - Financial planner offers financial advice to individuals and small businesses.
- Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
- The Main Street Group, Ltd - Offers full range of financial planning products and services.
- Miceli Financial Planning - Offering financial planning and investment management services.
- Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
- Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
- Multop and Associates - Provides tax and financial planning services.
- 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.
- Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
- Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning.
- Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
- Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
- Owens Financial - CFP provides portfolio management and financial planning services.
- Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
- Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
- PartnersInWealth - Provides financial planning and investment services.
- Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
- Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
- Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
- Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
- Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management.
- Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
- Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
- Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
- R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
- Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
- Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
- Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
- Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
- Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
- Ross L. Marino CFP - Providing portfolio and wealth management services.
- Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
- Security Financial Services - Offers a full range of financial planning services.
- Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
- 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.
- Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
- Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
- Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
- Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
- Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
- Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services.
- Thomas J. Hahn, CFP - Provides investment and retirement planning services.
- Thorne Asset Management, Inc. - Provides financial planning and investment management services.
- Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources.
- Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
- Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
- W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
- Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
- Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
- Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
