Financial Links

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Financial Advisor & Investment Links

We would love to be able to serve everyone who wants holistic financial advice. But if we can’t help, we’d recommend another fee-only financial advisor and offer the following financial links and information for financial and investment planning help.

 

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms

 

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National Association of Personal Financial Advisors Fee-only financial planners


ARIZONA
Tucson Financial Planner, CFP, Fiduciary, Asset Management, Investment Advisor, Financial Services – AIO Financial in Tucson, AZ provides fee-only financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

CALIFORNIA
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling – www.feeonlyadvisor.com

COLORADO
Pinnacle Financial Concepts, Inc. – fee-only financial advisors doing business in Colorado Springs and Denver. www.pinnaclefinancialconcepts.com

MICHIGAN
Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, 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. http://www.thefeeonlyplanner.com

MINNESOTA
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services. www.EppleFinancial.com

NEVADA
Las Vegas Financial Advisor-CFP Retirement Planning Specialist Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees.www.redrockwealth.com

NEW JERSEY
Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York. www.keyfeeonly.com

NORTH CAROLINA
Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide. www.lazarusfp.com

OHIO
Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH 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. www.ritterdaniher.com

OREGON
Portland Fixed Income Specialists LLC, Fee only fixed income and bond specialists LLC in Beaverton, Oregon. We can design portfolios of high quality individual bonds and CDs that provide you with a consistent cash flow while preserving your principal. www.pdxfis.com

PENNSYLVANIA
Yardley Wealth Management, LLC Independent Fee Only Financial Advisor – Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania. www.yardleywealth.net

VIRGINIA
Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. They are located in Charlottesville, VA and serve clients across the country. As members of the National Association of Personal Financial Advisors (NAPFA), they are a fee-only advisory firm and are dedicated to upholding

WASHINGTON
CERTIFIED FINANCIAL PLANNER Professional in Vancouver, WA & Portland, OR 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. www.pathfinderfa.com (HOURLY)

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER (TM) – CFP (R) Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington – Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com

 

Last updated: June 4, 2013