 Site Information Confused? It Makes Sense If You Start at the Home Page
Why We're Better
Discounts for Financial Planners and Money Managers About Getting Investment Software Approved by Broker Dealers and FINRA Financial Plan Software Support About Portfolio Management Software About Using Monte Carlo with Investment Software Testimonials from Financial Planning Software Customers
Free Downloads and Money Tools Free Sample Comprehensive Financial Plan Free Downloads, Investing Tips, and Tutorials
Financial
Plan Module Demos The World's Best Free Retirement Calculator Other Free Retirement Calculators Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators
|
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. Go to the A - L section of the financial planner listings Massachusetts BG Financial - Specializes in providing fee-only financial planning and investment advice. 85 Constitution Lane, Suite 200F Danvers, MA 01923 617-784-8001 Fax 978-777-1771 Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services. 111 Hyde Street Newton Highlands, MA 02461-1237 Gayle Buff 617.641.2377 Fax 617.332.6326 David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services. 277 Bay Road Hadley, MA 01035-0379 413.586.8002 fax 413.587.0015
Ethos Advisory Services - Independent Registered Investment Advisor and
Financial Planner, A. Raymond Randall, Fee only financial planning and asset
management coinciding with your goals. "Financial planning for couples is HMS Financial Group - Barbara Shapiro, Vice President and CFP Certified Divorce Financial Analyst, Registered Investment Advisor. Barbara provides financial planning services for clients in transition from marriage to independence. She works with individual clients, clients and their attorneys, and directly with divorce attorneys. With skillful and decisive planning Barbara's goal is to impart peace of mind and confidence by helping you successfully create a secure state of affairs as you face the many difficult choices during the process of divorce. 333 Elm Street Dedham, MA 02026 781-251-2655 800-335-2442 Fax: 781.251.2656 Resolute Financial, LLC - Fee-only Investment management, financial planning, socially responsible investing Chuck Johnson, MBA, AIF®, CFP® 50 Water St, Mill #1, Newburyport, MA 01950 978-463-8771. Also located in 599 North Ave #6, Wakefield, MA 01880. 781-246-8771 www.ResoluteFinancial.com Maine David Dagley, CFP - Specializing in comprehensive written financial plans. Portsmouth, Maine 02545 David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce. Risk Management Group, Inc. 393 Portland, ME 02544 Michigan George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services. 39555 Orchard Hill Place, Suite 600 Novi, MI 48375 734-483-6017 Fax 734-483-6025 1-877-580-7819 Sherrow Financial, LLC – Offers independent, fee-only financial consulting and asset management for business and personal planning. P.O. Box 122, Holly, MI 48442 (248) 846-5394 Norman
Financial Planning, Inc. - Fee-only services include tax and retirement planning,
college funding, and estate planning. 802 East Big Minnesota Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management. 1000 Shelard Pkwy, Ste. 400 Minneapolis, MN 55426 Ph 952-591-9770 Fx 952-525-8538 Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin. Mississippi Anthony Harding & Partners Limited - Specializing in investment planning and asset management services for private clients. 28282 Beach Walk, Biloxi, MI 23883 Missouri Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. 1839 Lake St. Louis Blvd. Lake St. Louis, MO 63367 (636) 625-0900 Blattel & Associates - Offers investment and retirement planning services. 1 Mid Rivers Mall Drive, Suite 258 St. Peters, MO 63376 636-397-8303 Fax 636-279-1075 Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services. 607 Harborview Drive Smithville, MO 64089 816-532-8543 Fax: 816-532-0022 Montana Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving. The real office is located at 300 North Willson Ave. Suite 202, Bozeman, MT 59715 (406) 587-4300 Nebraska J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. 29222 Banner Drive, Banner, NE 58212 Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor. 333 Lincoln Way, Omaha, NE 58211 New Hampshire Independent Focus - Offers retirement, investment and estate planning services. 494 Fall Churches Blvd, Hudson, NH Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services. One Commons Drive, Unit 10, Bldg. B Londonderry, NH 03053 603-216-9226 Fax: 603-584-9173 Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. Our office in Hampton, NH 6 Merrill Drive Hampton, NH 03842 603-926-1775 800-927-7365 Fax: 603-926-1249 Paul R. Pignone, CFP, CLU, ChFC, CSA, AIF - "Fee Only" Financial Planning and Investment Management Services, Specializing in Retirement Planning. My Firm, Boston Retirement Advisors, LLC, is located at 85 Stiles Road, Suite 202 Salem, NH 03079- 603-896-6400 New Jersey Investors Group Financial Services Inc. - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles. 19119 Rustic Road, Allentown, NJ 07936
Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation. 1 Academy Street 3333 Renaissance Blvd, Suite 207 New Providence, NJ 07974 (239) 495-1520 Fax: (908) 464-9852 Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services. 232 Juniper Way Mountainside, NJ 07092 (908) 789-4226 Fax: (908) 789-8721 Skloff Financial Group -
A full service wealth and investment management firm. 105 Wentworth Drive
Berkeley Heights, NJ 07922 Phone: 908-464-3060 New Mexico The Jentner Financial Group - Certified personal wealth managers. 2822 Market Place, Santa Fe, NM 87658 New York Contour Financial Planning, LLC - Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education. 1879 Whitehaven Road Grand Island, NY 14072-1803 716-773-5905 Fax 716-773-5906 Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning. Joel Isaacson & Co., Inc. 516 Fifth Avenue New York, NY 10036 212-302-6300 Fax: 212-302-6390 John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services. Castle Financial Advisors, LLC. 145 Marcus Blvd Hauppague, NY 11788 631-952-3700 Fax: 631-952-9797 Professional Financial Strategies, Inc. - Providing fee-only wealth management services. Meadowgate Office Park 101 Sully's Trail, Bldg. 10 Pittsford, NY 14534-0999 585-218-9080 Fax: 585-218-9352 Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning. Little Neck, NY 718-229-2514 Fax 815-642-8749 Garden City, NY 516-672-9035 Reid Tax Company - CFP assists with tax problems, estate planning and trusts. 212-560-7177 P.O. Box 8345 New York, N.Y. 10116 Richmond Financial Associates, Inc. - Focusing on investments, insurance, and money management. 3117 Richmond Road Staten Island, NY 10306 718-980-3737 FAX 718-980-3858 Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses. 96 Britt Place, P.O. Box 31 Barneveld, NY 13304 315-896-4044, 800-663-5946 Fax: 315-896-4451 Nevada Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning. 8333 Flamingo Blvd, Las Vegas, NV 89101 North Carolina Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies. 1029 Monte View Ave, Rodgers, NC Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries. Jonathan Smith & Co. 128 East Fisher Avenue Greensboro, NC 27401 336.272.9488 Fax 336.272.2654 Merrill Lynch Pierce Fenner & Smith, Global Private Client Group Nikolaos K. Rantzos, Financial Advisor One North Pack Square Ashville, NC 28801 (828) 258-4432 Fax (828) 615-8743 Ross L. Marino CFP - Providing portfolio and wealth management services. 210-4 Avondale Avenue Wilmington, NC 28403 910-395-1991 Fax 866-303-3140 Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning. (828) 285-8777 (877) 285-RJFS (7537) FAX (828) 285-0770 56 Clayton Street, Asheville, NC 28801 Thomas J. Hahn, CFP - Provides investment and retirement planning services. 7810 Ballantyne Commons Parkway. Suite 300 Charlotte, NC 28277 (704) 602-3055 Fax (800) 513-4437 Ross L. Marino CFP - Providing portfolio and wealth management services. 210-4 Avondale Avenue Wilmington, NC 28403 910-395-1991 Fax 866-303-3140 North Dakota Columbus Financial Group - Financial planning and registered investment advisory services. 393 Fargo Center, Fargo, ND Ohio ACS Financial Advisors - Fee-only financial and wealth management firm. 124 Columbus Drive, Columbus, OH (216) 341-3532 D. L. Winner Financial Services - Financial planning and wealth management with emphasis upon retirement programs for individuals, members of the education community, and small business. Fee/Commission based. David L. Winner, JD is an Accredited Asset Management Specialist. 3606 Dover Rd. Wooster, OH 44691 (330) 465-4076 Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars. 5942 Renaissance Place, Suite C, Toledo, OH 43623 (419) 885-1130 (800) 537-1103 Fax (419) 885-1131 Oklahoma Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources. 3993 Clifton Road, Clinton, OK Personal Financial Solutions, Inc. - Offering portfolio management, investment advice and financial planning. 2313 W. 7th Place Stillwater, OK 74074 405-533-2533 Fax 405-533-2534 Oregon The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice. 2982892 Ross Road, Lake Oswego, OR (503) 983-3833 Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information. Sentra Securities Corporation 833 Alder Creek Drive Suite A Medford, OR 97504-8908 (541) 770-6999 FAX (541) 772-3020 Leonard Nelson, CFP® - Trafalgar Capital Management 5901 SW Macadam Ave, Suite 135 Portland, Or 97239 503-546-8092 Stephenson Financial Services 204 NW E Street, Grants Pass,
OR 97526 800) 485-2242 I address areas related to your Investment and Insurance
needs. Much like a doctor, I take the pulse and temperature of your existing
financial health. From there, I help develop practical and effective solutions
to your problems through a full line of investment and insurance programs. Pennsylvania G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals. 293 Batleson Rd Ambler, PA 19002 215-646-3484 Fax 215-619-0684 Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services. 517 Logan Blvd, Lakemont Altoona, PA 16602 814-941-4800 Fax: 814-941-4807 800-442-5152 Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees. 425 Phoenix Drive Chambersburg, PA 17201 717-267-1426 Fax 717-267-1584 Rhode Island CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles. 927 Hartford Ave, New Brunswick, RI 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. 4855 Tinkerton Way, Providence, RI South Carolina Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning. 39494 Coastal Way, Charleston, SC Falcon Financial Management, Inc. - Provides financial planning, management, and investment services. 893 Ridge Blvd. Port Bay, SC Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. 831 W. Valley Road, Raleigh, SC South Dakota 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. at (800) 344-9098 Tennessee Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations. 234 South Peters Road Suite 102 Knoxville, TN 37923 865-690-1231 Fax 865-690-5224 Riverside
Financial Planning - Provides hourly financial planning services and
investment advice for the greater Knoxville area. Michael Bobo 531 Engel
Rd. Loudon, TN 37774 865-408-7041 Fax 865-408-7003 Texas Athena Financial Group, Inc. - An independent, fee-only financial planning, and investment advisory firm. Our advisors are also Certified Divorce Financial Planners specializing in divorce planning and post-divorce planning. Our goal is to provide financial advice and direction so you can pursue your passions with security and peace of mind. 21 Drifting Wind Run, Austin, TX 78738 (512) 775-2252 Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services. 1316 Village Creek Suite 700 Plano, TX 75093 972-733-9959 Fax 972-931-9301 Genworth Financial Securities Corp. - Financial Advisor
serving Austin, Round Rock, and Cedar Park areas. I specialize in Retirement
Planning and Wealth Management. Thomas Rice Financial Advisor, Genworth
Financial Fitzgerald Financial Partners - We are an Independent Financial Advisors providing 100% income replacement services and investment advice on a fee-only basis, we specialize in comprehensive wealth management and investment advisory services for Aggie individuals and their businesses. end-of-yearel J. Fitzgerald, CPA/PFS, CFP, MST LLC 2500 City West Boulevard, Suite 300 Houston, TX 77042, 1-866-437-7769 Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news. 2603 Augusta Dr. # 711 Houston, TX 77057 Brazos Financial Advisors, LLC – Independent Financial Advisor providing personal financial planning and investment advice on a fee-only basis. 4265 San Felipe Suite 1100, Houston, TX 77027. Tel: 713.474.2254. Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX. 292 Rode Way, Dallas, TX R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services. Austin & Round Rock, TX 512-453-3117 Fax 413-215-9032 W. David Coffman, CPA, CFP - Offers financial planning and consultation services. 13740 Research Blvd., Suite J-3 Austin, TX 78750 512-258-0609 512-258-0827 Utah Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services. 28282 Brigham Lane, Salt Lake City, UT Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations. 2923 College Drive, Provo, UT Vermont PartnersInWealth - Provides financial planning and investment services. 282 Burr Lane, Burlington, VT Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist. 333 Damm Lance, Beaver, VT Paul Knoblich is a professional financial advisor who for 19 years has provided pre-retirees, seniors and their families the best possible financial advice for their situation. (800) 600-6650 Virginia Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning. 1800 North Beauregard Street, Suite 75 Alexandria, VA 22311 (703) 671-5959 (703) 671-0531 Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services. 510 N Washington Street, #300 Falls Church, VA 22046 703-538-2116 Fax 703-536-4742 Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients. Dean Knepper, CPA, CERTIFIED FINANCIAL PLANNER™ 208 South King Street, Suite 201, Leesburg, Virginia, 20175 (703) 779-0515 Fax: (703) 779-7815 The Main Street Group, Ltd - Offers full range of financial planning products and services. 4510 Cox Rd. Suite 102, Glen Allen, VA 23060 804-270-4470 Fax: 804-270-4490 Washington, DC Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services. 1155 Connecticut Avenue, NW, Suite 250 Washington, DC 20036-4314 202-887-8135 Fax 202-887-0050 Washington State Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services. 110 - 110th Ave. N.E., Suite 375 • Bellevue, WA 98004 (425) 451-8508 (800) 289-2533 (425) 451-8576 FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. 425-775-2700 FAX 425-774-6247 300 Admiral Way, Suite 210, Edmonds WA 98020 Multop and Associates - Provides tax and financial planning services. Multop Financial Team 333 Calluna Court, Suite 205 Bellingham, WA 98226 (360) 671-7891 Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services. 120 Ocean Spray, Forks, WA (206) 763-2828 West Virginia 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. 191 Lancaster Lane, Ronan, West Virginia The Sudden Money Center - Helps recipients of financial windfalls with their new financial position. 399 W. TVA Blvd, Beckly, WV Wisconsin Fiscal Fitness, LLCell: Fee-only financial planning for people from all walks of life. Member, Garrett Planning Network. 211 E. Verona Ave., Verona, Wisconsin 53593 phone: 608-345-4248 Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning. 293 Bay Ridge Road, Green Bay, WI John M. Scherer, CFP - Comprehensive financial planning and advisory firm. 6602 Grand Plaza, Ste 180 Madison, WI 53719 608-829-1010 Fax 608-268-8588 Wyoming Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies. 1811 Main Street, Jackson Hole, WY Total Asset Planning - Provides investment advisory and tax and estate planning services. 8882 N. Mountain View Drive, Cheyenne, WY |
Product Information
Fully Integrated Financial Planning Software Menu of Retirement Planning Software
Building Custom
Investment Benchmark Portfolios
Coaching for Financial Planners
Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |