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Certified Financial Planners Board of Standards, Inc. - http://www.cfp.net/
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. |
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Financial Planning Association - http://www.fpanet.org/
Organization comprised solely of CFP licensees. |
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National Association of Personal Financial Advisors (NAPFA) - http://www.napfa.com/
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. |
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Financial Planners Standards Council - http://www.cfp-ca.org/
The Canadian regulatory organization awarding the Certified Financial Planner designation. |
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Lassus Wherley and Associates, P.C. - http://www.lassuswherley.com/
Provides fee-only financial planning, investment management and tax preparation. |
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Wealth Management Advisors Inc. - http://www.wealthmgt.com
Financial planners and advisors located in Overland Park, KS. |
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Steve Morris, CFP - http://www.stevemorris1.com/
Offers financial planning resources for the small business owner and individual investor. |
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Cooper Management Service, Inc. - http://www.cooperms.com/
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. |
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Kring Financial Management, Inc. - http://www.kringfinancial.com/
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. |
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Mackensen & Company, Inc. - http://www.mackensen.com/
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. |
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Personal Financial Solutions, Inc. - http://www.mypersonalfinancialsolutions.com/
Offeringing portfolio management, investment advice and financial planning. |
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Jonathan Smith & Co. - http://www.jonathansmith.com/
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries. |
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FS Financial Strategies - http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. |
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D. Scott Neal, Inc. - http://www.dsneal.com/
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management. |
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Karen A. Ibach, CFP - http://www.karenibach.com/
Provides retirement planning, college funding, and financial planning services. |
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Wheeler Wealth Management, Inc. - http://www.wheelerwealthmgmt.com/
Financial planning and investment advisory firm offering retirement and tax planning. |
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Reid Tax Company - http://www.reidtax.com/
CFP assists with tax problems, estate planning and trusts. |
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Frost Financial - http://www.frostfinancial.com/
Provides advice in the areas of investment, estate, insurance and tax planning. |
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David T Martula, CFP - http://martula.com
Hadley, Massachusetts firm offers fee-only financial planning services. |
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Integrated Financial Strategies - http://www.ifslegacy.com/
Offers investments, divorce planning, wealth management, and retirement planning. |
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Benefit Planning Services - http://www.bpsfinancial.com/
Fee-only investment management, financial planning and charitable consulting. |
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John M. Scherer, CFP - http://www.trinfin.com/
A financial planning and advisory firm. |
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Hatch & Muir - http://www.hatchmuir.com/
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. |
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Thomas J. Hahn, CFP - http://www.myhdvest.com/thomashahn
Provides investment and retirement planning services. |
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Spraker, Fitzgerald, Tamayo and Moisand, LLC - http://www.sprakerfitzgerald.com/
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources. |
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Planmark Financial Services - http://www.e-planmark.com/
Advisor provides financial planning, plan administration, and investment management. |
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Fazio and Associates - http://www.mnplanner.com/
Fee-based managed accounts, retirement planning, and educational and fund strategies. |
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J. Paul Wilson - http://www.jpw.ca/
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. |
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Armstrong Financial Strategies - http://www.armstrong-financial.com/
Provides financial planning, divorce planning and asset management. |
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R. Douglas Pauley, MBA, CFP - http://www.pauleyfinancial.com/
Provides fee-only financial planning and investment advisory services. |
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Financial Advisory Service, Inc. - http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services. |
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Montecito Capital Management, LLC - http://www.mcapitalmgt.com/
Specializing in financial planning, retirement services, investment management and portfolio management. |
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Barrios Financial Services - http://barriosfinancial.com/
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. |
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Camarda Financial Advisors - http://www.camarda.com
Fee-only financial planners offers investment advice and articles. |
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Objective Financial Advisors, Inc. - http://www.objectiveadvisors.com/
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. |
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Tassel Capital Management, Inc. - http://www.tasselcapital.com/
Provides fee-only investment, financial and stewardship guidance including asset management services. |
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Richmond Financial Associates, Inc. - http://www.richmondfinancialassoc.com
Focusing on investments, insurance, and money management. |
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Independent Focus - http://www.i-focus.co.za/
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa. |
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Financially Speaking, Inc. - http://www.financiallyspeak.com/
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors. |
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Buff Capital Management - http://buffcapital.com/
Providing financial planning and asset management services. Features articles and links to financial resources and services. |
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Robert Wacker and Associates - http://www.rewacker.com/
Fee-only financial planning firm located in San Luis Obispo, California. |
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CanWealth Financial Services - http://www.canwealth.com/
Specializing in retirement, estate and corporate planning. Company information, staff profiles. |
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Stephen R. Hample, CFP - http://www.financial-planning-mt.com/
Offers advice in the areas of estate and retirement planning, and planned giving. |
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Kean Songy, CFP - http://home.flash.net/~kean/
Financial project management and financial planning consultant located in Dallas, TX. |
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Investors Group Financial Services Inc. - http://www.investorsleader.com/
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles. |
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Branson, Fowlkes & Company, Inc. - http://www.bransonfowlkes.com/
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news. |
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Australian Financial Services Limited - http://www.afsl.com.au/
Combines financial and estate planning services, insurance Retirement planning. |
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Desert Valley Financial Planning, LLC - http://www.dvfp.com/
Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources. |
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Bob Stowe, CFP - http://www.stowefinancialplanning.com/
Financial advisor providing portfolio management and financial planning services. |
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John D. Caffrey, Jr. CFP - http://www.castlefinancialadvisors.com/
Investment advisory firm providing portfolio management and financial planning services. |
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Cambridge Financial Group - http://www.cambridgefinancialgroup.com/
Fee-only tax planning and preparation, estate planning, insurance and investments. |
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Alden Capital Management - http://www.alden-capital.com/
Provides retirement and estate planning, as well as investment advisory services. |
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Nigel Taylor, CFP - http://www.protectassets.com/
Provides domestic and international financial, retirement and estate planning. |
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Ross L. Marino CFP - http://www.rossmarino.com/
Providing portfolio and wealth management services. |
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G. Eric Faddis, CFP - http://www.ericfaddis.com/
Provides financial advice to professionals, small business owners, retirees and individuals. |
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Douglas F. Hudson, CFP - http://www.rrsp.org/
Offers Canadians information in the areas of retirement, estate, tax and investment planning. |
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Pacific Wealth Management, LLC - http://www.pacwealth.net/
Provides financial planning, divorce planning and asset management services. |
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Toal & Associates, LLC - http://www.toalfinancial.com/
Offers financial planning and investment management services. Features links to educational resources. |
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Blankenship Financial Planning, Ltd. - http://www.BlankenshipFinancialPlanning.com/
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. |
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Independence Financial Planners - http://independencefp.co.uk
Fee-only experts based in London, England and Denver, CO., USA, serving the international community. |