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Alabama
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Interesting Links
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Arizona
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California
- Savant Investment Group
The Savant Investment group is an
independent fee-only wealth
management firm headquartered in
San Francisco, California.
- C.J. Rylant Wealth Management Fee-only Financial Planner in Santa Maria, CA
Wealth Management and Marketing Consultant.
I help small business owners arrange their
finances and marketing so can focus on their
job and live extraordinary lives.
- Aegis Financial Advisory, LLC Client-Centered Planning for Life, Fee-Only Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and
NAPFA-Registered Financial Advisor. I am a Fee-Only
financial planner offering comprehensive financial
planning services to individuals, families and small
business owners. I take a client-centered approach and
craft solutions that are technically sophisticated and
artfully structured to truly reflect your priorities and values.
- Encore Wealth Advisors Fee-Only, CERTIFIED FINANCIAL PLANNER&; in Tucson, Arizona and San Francisco Bay Area
We integrate all the financial areas in your
life, including tax planning/preparation, estate
planning, will execution, insurance and investment
advice and implementation into one overall
comprehensive plan.
- Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER professional in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory
firm specializing in an integrative approach t
o personal financial planning, tax minimization,
and prudent money management, where all
advice is rendered in a non-commission, fiduciary
relationship.
- GLJ Financial Solutions - Real Solutions for Real People - Woodland Hills, CA
Do you have the right financial plan? Are you
paying only what you truly owe in taxes? Are you
making the best decisions about insurance,
estate planning, retirement planning, budgeting,
and your most important goals? Do you have the
investments and investment strategies that will a
llow you to reach your goals? We can help you integrate
money, goals and values. We are Fee-Only advisors
and you will get from us objective personal advice on
how to achieve your financial goals.
- LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only,
comprehensive, financial planning, and wealth
advisory firm. We focus on providing proactive
planning and strategic implementation for clients
who trust our expertise and are willing to delegate
the money management to the professionals. Our
client-centered planning approach helps our clients
to focus on their life and what they do the best.
- Roman Financial Advisors - Fee Only, CERTIFIED FINANCIAL PLANNER, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment
and Tax Advice for a fee. I don't sell products
or receive commissions. My focus is on
helping people make smart financial decisions.
I believe Financial Planning is a process
and not a one-time event.
- Investor's Capital Management, LLC -- Fee Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Unbiased Financial Advice in Menlo Park, CA
Investor's Capital Management, LLC, offering
financial guidance to the Bay Area since 1999,
can give you the peace of mind that comes with
knowing you have planned prudently for your future
and your loved ones are protected.
- Wade Financial Advisory, Inc.
Your Comprehensive Financial Guides
- Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an
independent, fee-only wealth
management firm. We have provided
financial planning and investment
management to help families better
manage their current and future wealth
since 1974.
- Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA
TABR Capital Management, LLC is a
Fee-Only investment advisor, financial
planning and wealth management firm
located in Orange County, CA. At TABR
Capital Management, our purpose is to
ensure that you're able to focus on living
your life because we're focused on your
financial goals.
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Florida
- Sterling Wealth Advisors Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors is a fee-only, fiduciary
wealth management firm offering comprehensive
investment management, retirement planning, and
financial planning services to clients in Florida and
nationwide. We assist clients in realizing their life
goals through defining, planning, and protecting
their long-term financial security. All advisors
are members the National Association of
Personal Financial Advisors.
- Lawrence Financial Planning, LLC Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment
planning, NO COMMISSIONS from the purchase
or sale of products, serving the Tampa Bay
Florida area
- Rehl Financial Advisors helping you enjoy a better life, richer in all respects
Have you reached that stage in life where you
want professional guidance and support from a
coach who puts your interests first? Kathleen
Rehl, Ph.D., is a comprehensive, Fee-Only, CERTIFIED
FINANCIAL PLANNER™ who helps you deal with all your
money issues during these complex times. She
specializes in assisting widows and is passionate
about helping them make progress in their new
financial situation. As a widow herself, Kathleen
is the author of the forthcoming book, Moving
Forward on Your Own: A Financial Guidebook for
Widows.
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Georgia
- Minerva Planning Group
Minerva Planning Group is a fee-only financial
planning firm that has served clients in Atlanta
and St. Simons Island Georgia for over
20 years. We offer comprehensive financial
planning, wealth management and planning
on an hourly basis.
- Joseph Capital Management, LLC - Fee-Only Financial Planner
Joseph Capital Management, LLC is a
fee-only registered investment advisory
and wealth management firm located in
central Florida, with offices in Raleigh
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Illinois
- Folk Financial Planning: Helping you achieve Financial Independence serving Urbana and Champaign, IL
Folk Financial Planning provides holistic
Fee-Only financial planning, investment advice,
tax preparation and planning, to help residents
in the greater Urbana-Champaign, Illinois
area achieve financial independence.
- Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, IL
Sophie Kaluziak with Vista Financial
Planning provides independent, Fee-Only
advice utilizing a comprehensive holistic
approach to the financial planning process.
Sophie has provided financial planning and
investment management to individuals and
couples in Oak Park, IL and the near western
suburbs of Chicago, IL since 2003.
- Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago, Illinois
Providing fee only financial advising
and specializing in helping clients feel
calm, confident and in control.
- Mentor Capital Management Inc.
Mentor Capital Management Inc. provides
comprehensive financial planning and
investment advisory services for individuals
and small businesses in the Chicago area
western suburbs.
- Long & Associates, LLC
Independent, Fee-Only financial advisor in
Chicago, IL
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Maine
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Maryland
- SunRay Advisors- Fee Only Financial Planning and Registered Investment Advisor in the Owings Mills, Baltimore, MD area
SunRay Advisors is an independent financial
advisory firm that provides comprehensive planning
advice on all aspects of a client’s financial life
including taxes, investments, insurance, estate
planning, and more. We sell no products and accept
no commissions, so clients can be assured of
receiving unbiased financial advice without conflicts
of interest. With no asset minimums, and as
members of the Alliance of Cambridge Advisors,
we are a firm that specializes in serving the
needs of middle income families, small business
owners, and individuals.
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Massachusetts
- The Practical Planner. Holistic, Fee-Only, independent advice in Maynard, MA
If you are looking for a holistic approach
to your investments and taxes, one that is
based on your personal goals and values,
circumstances, and aspirations, I invite you to
browse through my web site to learn more
about working together.
- Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA
Belmont, Massachusetts based firm providing specialized
wealth management for dentists and physicians. Investment
management for doctors, tax reduction strategies for
physicians, asset protection for doctors, wealth preservation
for dentists. Timothy Haley, Certified Financial Planner CFP,
Certified Public Accountant CPA, Personal Financial
Specialist PFS, Trusted financial advisor serving physicians
and dentists
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Michigan
- Shaw Financial Strategies, LLC - Fee-only Financial Planners in Ann Arbor, MI
Comprehensive advice to help you achieve your goals.
- 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.
- Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased,
trusted financial coordinator.
- IAM Financial, LLC
Fee-Only Certified Financial Planner
in Okemos and Grand Rapids Michigan
helping clients organize their finances so
that they can retire on time.
- Fee-Only Financial Planners Traverse City,MI -Independent Wealth Management
At Independent Wealth Management we are
committed to developing conservative wealth
management strategies customized
to meet your needs. You'll work with an
experienced team that's focused on your
unique situation. Three Certified Financial
Planners with over fourteen years experience
will give you the edge in retirement and asset
management.
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Minnesota
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Mississippi
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Nevada
- Precise Financial Planning, LLC; Fee-Only, CERTIFIED FINANCIAL PLANNER; Professional in Las Vegas, NV
Audry Batiste is a fee-only CERTIFIED FINANCIAL
PLANNER™ professional in Las Vegas, NV.
He is the Founder and President of Precise Financial
Planning, LLC offering fee-only financial planning
services in Southern Nevada including Las Vegas,
Henderson, North Las Vegas, and Boulder City.
Audry is committed to providing premier financial
planning and wealth building strategies for successful
individuals, families and business owners who are serious
about achieving their goals and value the advice of a
professional.
- Precise Financial Planning, LLC Fee-Only, Financial Planner in Las Vegas, NV
Audry Batiste is a Fee-Only financial planner in
Las Vegas, NV and he is the founder of Precise
Financial Planning, offering Fee-Only financial
planning services in Southern Nevada including
Las Vegas, Henderson, North Las Vegas, and
Boulder City.Audry passed the CFP®exam in
2008 and is a Candidate for CERTIFIED FINANCIAL
PLANNER™ certification.
- Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER professional in Las Vegas, NV
Palermo Financial Group is a Las Vegas based
Fee-Only retirement and investment
management firm that specializes in,
fee-only financial planning, business, retirement,
estate planning and investment management.
- Red Rock Wealth
Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV
Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.
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New Hampshire
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New Jersey
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New York
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North Carolina
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Ohio
- Stepping Stone Financial, Inc. Independent. No Commission Financial Planning Services in Northeast Ohio (Chagrin Falls)
NAPFA and ACA member Connie Stone, CFP®
President of Stepping Stone Financial, strongly
believes that education helps clients make informed
decisions. Specializing in concerns with
working with women over the age of 45, especially
widows, is something Connie is passionate
about. Seasoned by over 30 years in the financial
industry, Connie taught personal financial
planning as an adjunct faculty member for the
College of Financial Planning and various non-profit
organizations devoted to enhancing financial
education and self-sufficiency. For further
information contact her at 480-247-4870.
- Cambridge Financial & Tax Advisors, LLC (Central Ohio): Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER, serving the Columbus Metro area
As a Registered Investment Advisor and
fiduciary offering holistic, Fee-Only financial
planning, and tax planning/preparation
services since 1988, the advice I dispense
is based strictly on your particular situation
and financial goals. I receive no commissions
or kickbacks, and therefore, am able to
provide objective recommendations that
are custom tailored to best fit your financial needs.
- Savvy Outcomes Inc.Fee-Only, CERTIFIED FINANCIAL PLANNER practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner
firm in Dublin, Ohio offering money management,
investment and retirement plans, risk
management, and tax planning.
- Fee Only Financial Planner - Investment Advisor - Certified Financial Planner - NAPFA Member - Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee
only, fiduciary wealth management firm offering
comprehensive investment management, retirement
planning, and financial planning services to clientele
located in Cincinnati and nationwide. All advisors are
members of NAPFA, the National Association of
Personal Financial Advisors.
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Oklahoma
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Oregon
- Thompson Advisory Services Comprehensive, Fee-Only CERTIFIED FINANCIAL PLANNER practitioner in Portland, OR
Thompson Advisory Services is an independent,
Fee-Only advisory firm providing holistic guidance
on all aspects of your financial life. Serving
Northern California and the Pacific Northwest,
with locations in Portland and San Francisco.
- Portland Financial Advisors, Inc. an Oregon fee-only Financial Planning firm
Portland Financial Advisors is an Oregon
Registered Investment Advisor providing
fee-only financial planning, tax planning, and
investment management services. We offer a
high level of personal attention that only an
independent, locally-owned company can provide.
- Fee-Only CFPR Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR
Lifestyle Financial Planning, LLC specializes
in comprehensive, fee-only financial planning,
life planning, business, retirement, estate
planning and investment management.
We provide services to individuals, couples,
their families and their businesses.
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Pennsylvania
- Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only
personal and business financial planning
firm specializing in Financial Advice for Everyday
Life. With our independent, fee only approach,
you can be sure that your best interest is our
only interest.
- Plans to Prosper, LLC: Fee-Only NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER, and Registered Investment Advisor for Pittsburgh, Wexford, Cranberry and Allegheny, PA
Plans to Prosper, LLC provides objective
financial planning and investment advisory
services in the Pittsburgh, Wexford, Cranberry,
Allegheny and surrounding areas of Pennsylvania.
The firm is a Registered Investment Advisor and
fiduciary—placing client interests first. Each
professional is a CERTIFIED FINANCIAL
PLANNER™ and NAPFA-Registered Financial
Advisor.
- 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.
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Texas
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Utah
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Virginia
- Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
Summit Financial Planning in Richmond, VA
specializes in asset and wealth management
for individuals and corporations, and
because we are a fee-only firm, our
clients will never pay us commissions
of any kind.
- The Advisory Firm of Katherine L Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered
Advisor in Newport News, VA. She serves all of
Hampton Roads including Newport News,
Williamsburg, Hampton, York County, Norfolk,
Virginia Beach, Surry, Chesapeake and Suffolk.
She offers Fee-Only investment management
and financial planning. Katherine has over
10 years of experience in finance and has
attended both Stanford University and UCLA.
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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, CFPR specializes in
financial planning and investment advice
customized to your needs on an hourly
fee basis.
- Michael Pace, Independent Fee-Only CFP(r) Financial Advisor in Seattle
Michael Pace, CFPR offers fee-only
retirement planning & financial planning
services and investment management
services to individual clients and families
in Seattle, Washington
- Seattle, Washington Fee-Only Investment Management &Financial Planning on the Eastside - Redmond, Bellevue, Kirkland,Woodinville, Bothel, WA
Sherwood Investment Services in Redmond, WA has
25+ years experience providing completely independent
investment management and retirement planning. We
manage investments and specialize in helping clients
plan for retirement on a Fee-Only basis (no commissions).
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Wisconsin
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DISCLOSURE:
At certain places
on this Strasbaugh Financial Advisory Internet site, live 'links' to other
Internet addresses can be accessed. Such external Internet addresses contain
information created, published, maintained, or otherwise posted by institutions or organizations independent of Strasbaugh Financial Advisory.
Strasbaugh Financial Advisory does not endorse, approve, certify, or control these external
Internet addresses and does not guarantee or assume responsibility for
the accuracy, completeness, efficacy, timeliness, or correct sequencing
of information located at such addresses. Use of any information obtained
from such addresses is voluntary, and reliance on it should only be undertaken
after an independent review of its accuracy, completeness, efficacy, and
timeliness. Reference therein to any specific commercial product, process,
or service by trade name, trademark, service mark, manufacturer, or otherwise
does not constitute or imply endorsement, recommendation, or favoring
by Strasbaugh Financial Advisory. |
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