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Certified Financial Planners
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» Abuls, Bone & Eller  - Offering investment management and financial and retirement planning services.
» Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
» Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning.
» Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
» Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
» Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
» Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
» Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
» Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
» Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
» Australian Financial Services Limited - Combines financial and estate planning services, insurance Retirement planning.
» BG Financial - Specializes in providing fee-only financial planning and investment advice.
» Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
» Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
» Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
» Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
» Blattel & Associates - Offers investment and retirement planning services.
» Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
» Brady & Associates Financial Services - Provides personal financial planning services in Australia.
» Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
» Broussard Financial Group - Provides education for financial, investment and retirement planning.
» Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
» CFP Board of Standards - Offers the latest information on financial planning both to the public and pratitioners.
» Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
» Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
» CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
» Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
» Carol Gosho, CFP - Providing portfolio management and financial planning services.
» Certified Financial Planners Board of Standards, Inc. - 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.
» Charles Geraci - Specializes in personal financial, tax and estate planning and consulting.
» Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
» Columbus Financial Group - Financial planning and registered investment advisory services.
» Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
» Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
» 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.
» David Dagley, CFP - Windsor, Ontario. Specializing in comprehensive written financial plans.
» David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
» David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
» 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.
» Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
» FPAnet.org - The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
» FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
» Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
» Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
» Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
» Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
» Financial Planning Association - Organization comprised solely of CFP licensees.
» Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
» Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams.
» Financially Speaking, Inc. - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
» Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
» Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis.
» Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description.
» Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
» G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
» Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
» George H. Coughlin II, CFP - Provides financial and IRA planning services.
» George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
» 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.
» Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
» Hershberger Financial Services - Offers comprehensive financial planning and investment services.
» Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
» Independence Financial Planners - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
» Independent Focus - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
» Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
» Investors Group Financial Services Inc. - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
» J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
» JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning.
» Jahn Investment Advisors - Specializing in the financial concerns of women.
» James R Johnson, CFP - Features portfolio management and financial planning services.
» Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
» Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
» Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
» John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
» John M. Scherer, CFP - Comprehensive financial planning and advisory firm.
» Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
» Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
» Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
» Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
» Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
» Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
» LPL Financial Services - Financial planner offers financial advice to individuals and small businesses.
» Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
» Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
» Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
» Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
» Miceli Financial Planning - Offering comprehensive financial planning and investment management services.
» Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
» Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
» Multop and Associates - Provides tax and financial planning services.
» National Association of Personal Financial Advisors (NAPFA) - 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.
» Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
» Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning.
» Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
» Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
» Owens Financial - CFP provides portfolio management and financial planning services.
» Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
» Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
» PartnersInWealth - Provides financial planning and investment services.
» Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
» Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
» Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
» Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
» Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management.
» Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
» Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
» Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
» R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
» RBM Financial Ltd. - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
» Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
» Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
» Richmond Financial Associates, Inc. - Focusing on investments, insurance, and money management.
» Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
» Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
» Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
» Ross L. Marino CFP - Providing portfolio and wealth management services.
» Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
» Security Financial Services - Offers a full range of financial planning services.
» Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
» 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.
» Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
» Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
» Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
» Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
» Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
» Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services.
» The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
» The Jentner Financial Group - Certified personal wealth managers.
» The Main Street Group, Ltd - Offers full range of financial planning products and services.
» Thomas J. Hahn, CFP - Provides investment and retirement planning services.
» Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services.
» Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources.
» Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
» Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
» W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
» Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
» Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
» Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
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Last Updated: 2006-12-22 02:55:23
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