Financial Links to Affiliate Advisors Nationwide

We believe that fee-only financial planning is not only a better model for both clients and advisors -- it is the wave of the future. And we want to support the growth of the fee-only industry in every way possible. To that end, below we have a listing of independent NAPFA-member firms nationwide.

Find an Advisor - the National Association of Personal Financial Advisors (NAPFA) search page.

NAPFA Firm Listing - a national listing of NAPFA firms

Alabama

Personal Financial Advisors -- A Comprehensive, Fee-Only Planning Firm in Covington, LA and Tuscaloosa, AL - NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.

California

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.

Independent Fee Only Advisors – San Diego CERTIFIED FINANCIAL PLANNER™ practitioners – The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a wide range of clients.

The Wealth Conservatory is a team of independent fee-only CERTIFIED FINANCIAL PLANNERTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Portland, Oregon and Santa Cruz, California - Maas Capital is an independent, fee-only financial advisory practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with high-quality financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

Kentucky

Kentucky, Tennessee, Illinois NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning - Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNERTM, Registered Life Planner, has over 30 years’ financial experience. We offer fee-only investment management and hourly financial, estate, and retirement planning services with a specialty in women’s finances.

Louisiana

Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge - Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive financial planning, and investment advisory services.

Personal Financial Advisors -- A Comprehensive, Fee-Only Planning Firm in Covington, LA and Tuscaloosa, AL - NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.

Maine

Portland Financial Planning Group in Portland, ME - Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Maryland

Fee-Only CFP Financial National Harbor, MD - Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition

Massachusetts

Fee-only Independent Certified Financial Advisor in Franklin and Newton, Massachusetts. Kevin Nulton of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients

Michigan

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. Our clients are in Michigan, Ohio, Florida and North Carolina.

Y.D. Financial Services, Inc. - A fee-only and NAPFA registered Certified Financial Planner (CFP), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.

Mississippi

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi - Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Nevada

Las Vegas Financial Advisors & Wealth Management - REDROCK WEALTH MANAGEMENT is an independent fee only CERTIFIED FINANCIAL PLANNER firm in Las Vegas specializing in retirement wealth preservation and income strategies for affluent clientele.

North Carolina

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina - Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered - Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.

Ohio

Cincinnati, OH, Fee-Only, Certified Financial Planner, Financial Advisor, Investment Advisor - Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Oregon

Fee Only Certified Financial Planner ™ Professionals, Beaverton, Oregon- Portland Financial advisors is a fee-only financial planning, tax, and investment management firm located near Portland, Oregon. We offer advice and guidance with the personal attention that only an independent, locally owned company can provide.

Fee-Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon - Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon

Passive Investment Management Advisor CFP® Portland Oregon - Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.

Pennsylvania

NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios - The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

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.

Tennessee

Y.D. Financial Services, Inc. - A fee-only and NAPFA registered Certified Financial Planner (CFP), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.

Texas

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor - Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).

Utah

Fee-Only Financial Advisor and Independent CFP in Salt Lake City, Utah - Net Worth Advisory Group is an independent fee-only investment advisor and financial planner serving Salt Lake City, Utah.

Salt Lake City, Utah Fee-Only Retirement Advisor and Financial Planner - Lon Jefferies of Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

Virginia

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.

Washington

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER - CFP Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington™® - Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Seattle, Washington -- King County, Eastside. Fee-Only Financial Planner & Investment Advisor for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington - Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They specialize in helping people of all ages reach their financial goals on a fee-only basis (no commissions). Their clients are nationwide.