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We offer financial planning and investment management on a fee-only basis for both investors and financial advisors. Unlike other sites where financial planners have to pay to get listed, then are screened, references checked out, have to sign complex agreements that benefit the website at the expense of the financial planner, we're letting anyone that looks like they're in this business, and doing the right things, list for free. We did absolutely nothing to check these people out, so we are not responsible for what happens if you hire them. They may be better than the competition, because some are customers, thus are using superior software and investment strategies. See the other half of the financial planner listings: States starting with letters M - W International Financial Planners White Lighthouse Investment Management - Jonathan Lachowitz provides personal financial planning and fee-only investment management globally. Based in Lausanne, Switzerland, serving clients in Europe, U.S., and South America; especially U.S. and Canadian ex-patriots. (508) 471-4431 Switzerland: 011 41 21 601 5431 Av D'Ouchy 29, 2006 Lausanne, Switzerland http://www.white-lighthouse.com/ Independence Private Client - Fee-only wealth managers for international executives. Authorized by the FSA to advice on the investment business in the UK and Europe. Rob Warren, CFP, CTA Fax: 44+(0) 094-0926 Phone: 44+(0)870 922-0421 Creveling & Creveling Financial Planning Ltd. provides fee-only financial planning, investment advice, second opinions and check-ups to expatriates in Asia. Firm is regulated by the US SEC and the Thai SEC. Contact Chad Creveling, CFA or Peggy Creveling, CFA 3 Sukhumvit Soi 30, Bangkok, Thailand. +66 2 661-2716 www.crevelingandcreveling.com Perpetual Trust - A New Zealand trust company. Our company offers wealth management services for individuals and professional trustee services to personal and corporate clients in New Zealand. Head Office, PO Box 112 Christchurch, New Zealand. Free Phone: 0800-737-738 http://www.perpetual.co.nz/ Enable Me Personal Financial Trainers - Financial management and mortgage planning for New Zealanders. Offering introductory seminars, programmes and support to help you become better at budgeting and planning your household finances. PO Box 498, Shortland St, Auckland 1140, New Zealand. Phone: 09-303-1306
20/20 Wealth Creation is a small
Investment company In Calgary Alberta Canada that is quickly gaining momentum.
Our website is currently being developed. We specialize is offering unique and
interesting investment products across Canada. Investment opportunities are
available to Canadian and non-Canadian citizens. Thank you for allowing us the
opportunity to provide Financial Investment Services to your web followers and
clients with an interest in Canadian financial investment offerings.
Navigate Wealth is an
independently owned & licensed financial advisory practice that provides
strategic & tailored financial advice to doctors, dentists, medical specialists,
senior executives, business owners & busy professionals. We are specialists in
direct property, shares & Self Managed Super Funds. We are based in Sydney,
Australia serving clients based in Asia, Europe, North America and the Middle
East. Ph +61 2 9264 1677, Fax: +61 2 8079 1180, Peter Alvarez B. App Fin, DFS
(FP), Grad Dip. Fin. Plan, JP, Director & Financial Adviser Alabama Alder Financial Group – We are an independent investment management and financial planning firm based in Atlanta, GA with an additional office in Birmingham, AL. Since 1996, we have helped financially established individuals build wealth and achieve lifelong goals. Please contact us and take your first step towards a lifetime of financial security and peace of mind. 877.249.2629 924 Riverchase Parkway West Birmingham, AL 35244 Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families. 29292 West Palm Drive N. Montgomery, AL 18242 Cornerstone Investment Management & Consulting - Fee Only Investment Management, Hourly Financial Planning Service. Scott M. Koser, CFA Mark E. Davidson, CFA. Serving the greater Mobile Bay and gulf coast with customized analysis, experienced advice. (251) 626-6202 713 Belrose Ave, Daphne, Alabama www.investwithcornstone.com Arkansas Brady & Associates Financial Services - Provides personal financial planning services in Alabama. 876 Balmy Drive Little Rock, AR 19324 800 622-6126 (713) 780-0606 Fax (713) 780-0072 Arizona Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments. 6700 N Oracle Suite 409 Tucson, AZ 85704 520-531-0550 Fax 520-531-1315 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. (480) 855-4209 Fax (866) 271-4610 20 W. Juniper Ave., Suite 101 Gilbert, AZ 85233 Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm. 2010 E Apollo Drive Tempe, AZ 85283 480-838-2814 Fax 480-838-2814 Win
Win Investment Planning - Keith R. Dorson, Certified Retirement Financial
Advisor The Complete solution... Comprehensive Wealth Management
Estate/Legacy, Tax, Risk, and Investment Planning.
Warren Financial Services -
Investment management, tax, retirement and financial planning. LPL
Registered Investment Representative - My practice revolves around managed
accounts, see attached for business logo and my info. California Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting. PO Box 1832, Orange, CA 92856-0832 888-633-5422 Caldwell Financial Planning, Craig Caldwell, CFP® 608 University Avenue, Sacramento, CA 95825, (916) 337-1347. Craig Caldwell is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered investment advisor, specializing in providing hourly, as needed financial planning and advice on a fee-only basis. Dan Goldie Financial Services - Daniel C. Goldie, MBA, CFP, CFA Dan Goldie Financial Services 750 Menlo Avenue, Suite 200, Menlo Park, CA 94025 (650) 566-1121 We specialize in comprehensive in investment and wealth management for high-net worth individuals and families. Buena Vista Financial Resources – Susan Campbell, CFP, CDFA provides fee-only financial planning services, specializing in divorce. 225 Bush Street, 16th Floor San Francisco, CA 94104, 415.439.8811 Butera Capital Management - Robert Butera, CFP We focus on comprehensive retirement planning to include, accumulation and distribution planning, discretionary portfolio management. Our fee only services are offered to individuals, and employers. 1519 Lincoln Way Auburn, CA 95603 (530) 889-0200 www.buteracapital.com Carol Gosho, CFP - Providing portfolio management and financial planning services. 20 California Street, Suite 201 San Francisco, CA 94111 415-217-8817 Fax 415-217-8818 Del Monte Group, LLC - We work with ultra high-net worth families in the areas of investment management, charitable giving, and legacy planning (i.e. helping families prepare their heirs to receive their inheritance). Richard Del Monte, MBA, CWC, CFP® 75 Golden Meadow Lane, Alamo, CA 94507 (925) 736-6410 George H. Coughlin II, CFP - Provides financial and IRA planning services. George H. Coughlin II, CFP® 143 Valley Oaks Drive Alamo, CA 94507-2007 Hershberger Financial Services - Offers comprehensive financial planning and investment services. 417 Associated Road, PMB A-303, Brea, CA 92821 714-256-1009 Fax 714-671-2048 JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning. 595 Buck Suite B Vacaville, CA 95688 707-448-8505 Fax 707-448-4411 James R Johnson, CFP - Features portfolio management and financial planning services. 3550 Watt Avenue, Suite 135 Sacramento, CA 95821 916-979-7888 Fax 916-979-7889 Leonard Wealth Management, Inc. - Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications. 417 Beryl Street Redondo Beach, CA 90277 (310) 697-0400 Fax: (310) 861-1755 Marc Weisman, CLTC Metropolitan Financial 6335 Deerbrook Rd., Oak Park, CA 91377 (818) 991-1995 Three areas of focus are key for us, retirement investment growth utilizing conservative annuity investments, Life insurance protection and Long Term Care Planning for wealth and income protection for Individuals and Businesses. Marathon Investment Programs - Fritz Harnsberger, Registered Investment Advisor - Santa Barbara Financial Advisor and Money Manager, specializes in separately managed accounts and alternative strategies. 902 El Rancho Road, Santa Barbara, CA 93108 - (805) 969-9646 Metropolitan Financial - Three areas of focus are key for us. Retirement investment growth utilizing conservative Annuity investments, Life insurance protection and Long Term Care Planning for wealth and income protection for Individuals and Businesses. ANN WEISMAN, CLTC 6335 Deerbrook Rd., Oak Park, CA 91377 (805) 390-1964 Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management. Kipley J. Lytel, CFA 225 E. Carrillo St., Suite #203, Santa Barbara, CA 93101 800.943.2295 Oncubic LLC - Charles L. Stanley CFP® ChFC AIF® The Science of Investing 3655 Nobel Drive Ste 340 La Jolla CA 92122 888-619-5666 x506 Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning. 4701 Teller Ave, Suite 101 Newport Beach, CA 92660-2178 Nigel B. Taylor, CFP Pacific Wealth Management, LLC - Provides financial planning, divorce planning and investment management services. 12520 High Bluff Drive, Suite 340 San Diego, CA 92130 888.495.9797 858.509.9797 Fax 858.509.9984 Riley Financial Planning and Accounting -
Robert Lee Riley, CPA, MBA-tax Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California. 973 Higuera Street Suite A, San Luis Obispo, CA 93401(805) 541-1308 Fax: (805) 541-5517 Steve Bell Financial Planning - Fee-Only CFP® practitioner who provides financial planning and investment advice on an hourly and as-needed basis. 1650 Holmes Street, Livermore, CA 94550, 925-960-9562, Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services. 1611 Telegraph Avenue, Suite 1500 Oakland, CA 94612 (510) 268-9188 FAX: (510) 268-1217 Tyler & Associates - Offers fee-only investment management and investment advising, tax preparation and estate planning. 866-888-1TAX (829) Fax: 866-888-9 7777 Alvarado Rd., Suite 410 La Mesa, CA 91941
Vita Vie Financial Planning -
Action-focused financial planning for new parents and growing families. Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services. 220 Montgomery Street, Suite 994 415.956.9686 San Francisco, CA 94104 William C. Buckingham CPA, CFP - 10150 Bar BB Lane, Arroyo Grande, CA 93420 (805)481-2343. I specialize in individual and business investment and tax planning on a fee-only basis. Colorado - Click here for dozens Connecticut Armstrong Financial Strategies - Provides financial planning, divorce planning and investment management. 57 North Street, Suite 212, Danbury, Connecticut, 06810 203 744 9297 Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions. 2 Barnard Lane Bloomfield, CT 06002 866-303-6797 860-242-6797 Fax 860-243-9650 Delaware Charles Geraci - Specializes in personal financial, tax and estate planning and consulting. 5299 Corporate Blvd. Lands, DE 05234 RBM Financial Ltd. - CFP offers financial services and retirement planning. 67 Ward Drive Suite 100, Wilmington, DE 05129 888-307-0600 (705) 737-0016 Florida Ameriprise Financial - We provide comprehensive financial planning and wealth management services to individuals and businesses. Complimentary initial consultation. Renee Martone-Cecil, CFP 7317 Merchant Court Suite B Sarasota, FL 34240 941-907-0708 Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles. Camarda Financial Advisors, Inc. 418 Kingsley Avenue Orange Park, FL 32073 904.278.1177 800.262.1083 Fax 904.278.1070 Clarity Financial Group - Services includes estate preservation, college planning and retirement planning. 276 South University Drive Plantation, FL 33324 954-723-0350 Fax 954-423-0016
Chambers Financial Group -
Independent financial planning and investment management in Clearwater, Florida.
Eagle Asset Management offers an array of equity and fixed income investment strategies designed to meet long-term financial goals of individual & institutional clients worldwide. 880 Carillon Parkway, St. Petersburg, Florida 33716 PH: 1.800.237.3101
Heritage Asset Management offers a diverse family of open-end mutual funds;
provider of financial services, Investment management and retirement planning
services. P.O. Box 33022, St. Petersburg, FL 33733. Ph: (800) 421-4184 Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning. 2575 Ulmerton Road Suite 330 Clearwater, FL 33762 727-573-5777 800-577-9091 Fax 727-572-1944 Frye Financial
Center - Provides legal and financial planning services including estate
planning, investment protection, tax planning, probate and trust administration,
retirement and 401k plans, and other services. Justin Gross, Marketing Rep 20900
West Dixie Highway City: Aventura, FL Georgia Alder Financial Group – We are an independent investment management and financial planning firm based in Atlanta, GA with an additional office in Birmingham, AL. Since 1996, we have helped financially established individuals build wealth and achieve lifelong goals. Please contact us and take your first step towards a lifetime of financial security and peace of mind. 877.249.2629 300 Galleria Parkway Suite 1650 Atlanta, GA 30339
Chippewa Partners / Native American Advisors, Inc. - Chippewa Partners is a Registered Investment Advisory firm specializing in managing money for serious retirement plans, foundations, performance-based trading accounts and Native American gaming entities. Our mission is to protect and grow the investments of our clients who range across North American and Europe. Our financial planning practice specialty centers around the appropriate retirement planning withdrawal rates and we utilize sophisticated hedging techniques for many of our high net-worth clients. 801 North Brookshade Parkway, Alpharetta, GA 30004 Founded in 1995, we are the oldest investment firm in Alpharetta and Milton Georgia 770-772-1621 Dean T. Parisian, CFO 770.772.1621 Cell: 404.202.8173 www.chippewapartners.com Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia. 3330 Cumberland Blvd. Suite 500 Atlanta, GA 30339 (770) 420-5433 Fax (770) 220-1967 Asset Advisors Group, LLC - Randy Martinez, MS, CPA, CFP Independent, Objective, fee-based financial planning, tax compliance and minimization, retirement planning and fiduciary support. 2675 Paces Ferry Road, Suite 440, Atlanta, GA 30339 (678) 793-2022 Keystone Wealth Management - Christopher S. Laws, CFP 100 North Point Center East Suite 530 Alpharetta, Georgia 30022 770-995-7101 We are an independent wealth management firm specializing in growth and protection of wealth with high net-worth businesses and individuals. www.KeystoneAdvisor.com Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. 4045 Orchard Rd. Ste 200 Smyrna, GA 30080 770-333-0113 Fax: 770-333-9557 McRae Lewis Financial, LLC - We specialize in comprehensive financial planning for individuals, families and small businesses. Emphasis is on retirement and tax planning. Jennifer K. Lewis, GenX Financial Specialist. 303 Perimeter Center N, Suite 300, Atlanta, GA, 30346 (404) 931-6574 Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management. 3655 Brookside Parkway, Suite 510 Alpharetta, GA 30022 770.410.4088 Solley Financial Services - Robert Solley, WMS 1105 Powers Place, Alpharetta, GA 30004 (678) 762-0400 We provide independent investment guidance and portfolio management for high-net worth individuals and businesses. Synergy Capital Management, LLC. - Carl J. Macko, MBA, CFP® provides comprehensive financial planning, investment management and estate planning services to individuals, families and businesses on a fee-only basis. 1050 Lenox Park Boulevard Atlanta, GA 30319 Union Hill Financial Planning Provides fee-only financial planning in Milton and Alpharetta Georgia. Mike Dayoub, serving the comprehensive and diverse financial planning needs of families. 2625 Bethany Creek Ct, Milton, GA 30009 (770) 361-3139 Winkler Financial Planning, LLC - Scott Winkler, CPA/PFS, CFP® , 6015 Atlantic Blvd, Suite G, Norcross, GA 30071.(770)447-0059 We provide independent, Fee-Only financial planning for people from all walks of life. There are no income or investment minimums. Phone 770-447-0059
Evergreen Planning: I am a the
principal and a fee-only financial planner and tax advisor for Evergreen
Financial Planning, LLC, located in Marietta, GA. Idaho Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding. 2828 Mount Vies, Pocatello, ID Eagle Financial Advisors, LLC - Kirk Walton, JD, CFP - President Comprehensive Wealth Management. Provides fee-only comprehensive wealth management services to high-net worth families, including financial planning, investment management, tax return preparation, and estate planning. 372 S. Eagle Road, #311 Eagle, ID 83616 (208) 573-2537 (866) 732-8642 Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. 2962 Cortez Avenue Idaho Falls, ID 83404 208-542-0742 Fax: 208-542-0760 Thompson Capital Management - We specialize in creating wealth by understanding true principles of wealth and banking. Jake Thompson, 2502 N Constance Pl., Eagle, ID 83616 208-639-0052. Illinois Abuls, Bone & Eller - Offering investment management and financial and retirement planning services. 222 South Riverside Plaza, 7th Floor Chicago, IL 60606 312-655-2969 312-655-2901 Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. 866.488.6473 PO Box 51 116 West Illinois Street New Berlin, IL 62670 217.488.6497 Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis. Karen F. Folk Ph.D., CFP® 111 W. Goose Alley Urbana, IL 61801 217-367-9730 Fax 217-367-8132 Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning. Terrence Herr, CFP, CLU 53 West Jackson Blvd., Suite 1257 Chicago, IL 60604 312-697-1600 Fax 312-697-1605 Paisley Financial | 13516 W. 163rd St., Homer Glen, IL 60491 Anthony J. Krcmar | Chief Operating Officer | I.A.Paisley Financial - We are an Investment Advisor, Wealth Manager and Corporate Risk Consultant. Phone: 312.878.8500| Mobile: 312.878.8505 | Fax: 312.386.7420 Indiana Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services. 12800 North Meridian Street, Suite 490, Carmel, IN. 46232-9422 (317) 569-7600 Galecki Financial Management, Inc. - Fee only investment advisor firm providing investment management services to high net worth clientele. 7743 W. Jefferson Blvd. Fort Wayne, IN 46804 Thompson Capital Management - We specialize in the concept of “Becoming Your Own Banker”, and teach people how to recapture the cost and interest of the big ticket items they purchase. Jake Thompson 2502 N Constance Pl Eagle, ID 83616 208-639-0052 www.becomingyourownbank.com Iowa Foster Group, Inc. - Financial planning and investment advisory firm. 1001 Grand Avenue West Des Moines, IA 50265 800-798-1012 515-226-9000 515-224-4970 CG Financial Consulting, LLC - We are a Fee-Only Investment planning firm that specializes in Retirement planning, Investment Management, Estate Planning, and Retirement Income Planning. Clark Grinde, CRPS, RFC, AFC 1028 Lafayette Ave. Story City, Iowa 50248 515-733-2070 Kansas Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services. 4747 West 135th Street, Suite 100 Leawood, KS 66224 (888) 700-9230 Fax (913) 239-2301 Security Financial Services - Offers a full range of financial planning services. Eagle Financial Group Overland Park, KS 66213 913-851-2900 FAX 913-851-1907 Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. 4000 W. 114th, Suite 160 Leawood, KS 66211 913-661-1650 Fax: 913-661-1654 Kentucky Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. 106 West Vine Street Suite 700 Lexington, KY 40507 (859)259-0063 Fax (859)231-5311 Retirement Tax Advisory Group - A fee only Registered Only Investment Advisor (RIA)Hampton Scurlock, CFP 859-233-1083 128 East Third Street Lexington, KY 40508 Hampton Scurlock III, President, Retirement Tax Advisory Group Inc. "Home of the $49 Tax Return & Free Retirement Consultation" 859-233-1083 toll free 8-MORE-ADVICE Louisiana Broussard Financial Group - Provides education for financial, investment and retirement planning. 106 West First St. Kaplan, LA 70548 337-643-8319 FAX 337-643-8785 Maryland Altius
Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
3 Bethesda Metro Center, Suite 700 Jamie S. Lapin, CFP™, CDP 966 Hungerford Drive Suite 19B Rockville, MD 20850 Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. 6825 Algonquin Avenue Bethesda, MD 20817-4813 301-320-6182 Owens Financial - CFP provides portfolio management and financial planning services. 508 Retford Drive Severna Park, MD 21146 800-892-8850 Fax 800-856-1453 Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources. 200 Harry S. Truman Parkway Suite 110 Annapolis, MD 21401 (410) 224-0097 Middleton Gardiner Group - Fee Only Financial Guidance - James E. Brennan, CFP 601 B&A Blvd., Suite 202 Severna Park, MD 21146 (410) 975-0099 - Office (443) 557-0862 - Fax (410) 375-6366 - Cell *Office is located at the corner of Rt 648 (B&A Blvd) & McKinsey. 2nd Floor above Bank of America Building. Enter through Professional Suites on McKinsey side of building. Suite 202 is first office on 2nd floor. Moore Wealth, Inc. - Shabri G. Moore, CFP® 50 Carroll Creek Way, Suite 335 Frederick, MD 21701 301.631.1207 Fax 301.631.1209 If you (or someone you know) have changed jobs, retired or are making a career change, it may be prudent to transfer your 401(k) to an IRA that you control. Please contact me for more information. See the other half of the financial planner listings: States starting with letters M-W. Buy or Sell an Investment Management or Financial Planning Practice |
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