Partner Links




 

 

We work as a team to help you to be financially secure.

We work with other professionals to develop your financial plan and manage your investments to best fit your objectives.  Regardless of where you live, we can work with you.  Our clients reside in over a dozen different states.

If you prefer a more local non-fee investment advisor, the following financial advisors are members of the National Association of Personal Financial Advisors (NAPFA).



FINANCIAL RESOURCES

NAPFA - National Association of Personal Financial Advisors
800-366-2732
www.napfa.org

Securities Exchange Commission (SEC)
202-551-6999
www.sec.gov

Washington State Department of Financial Institutions
877-746-4334
www.dfi.wa.gov/sd/investmentadviser.htm

Debt Settlement
Debt.org is America's Debt Help Organization, serving the public with authoritative information on a broad range of topics related to financial well-being..
www.debt.org/settlement

A Women's Guide to Investing
A guide to help educate women with their finances by creating a Sisters Club with income streams to empower retirement security. The site offers a free book chapter from Women, Money and Prosperity.
www.donnamphelan.com



FINANCIAL ADVISORS


Nationwide

Fee-Only Independent Investment Advisor & Financial Planner in Seattle WA East Side, Redmond, Bellevue, Kirkland, Woodinville and Bothell
Sherwood Investment Services has 20+ years experience helping families and individuals of all ages reach their financial goals. They provide completely independent financial planning and investment management on a fee-only basis (absolutely no commissions). They serve clients in Washington state and nationwide.
www.sherwood-investments.com

NestEggZone.com
Listing of other financial management firms.
http://www.NestEggZone.com

Cash Investments
Alternative cash investments
http://www.cashinvestments.org

Alabama

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
http://www.longviewfa.com

Independent Fee Only Wealth Manager
Timberchase Financial is an independent, fee-only wealth management firm.
http://www.timberchase.net

Arizona

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, AZ
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.
http://www.wealth-engineering.com

Tucson Financial Planner, CFP, Asset Management, Wealth Management, Invest, Financial Services
AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.
www.aiofinancial.com/

Socially Responsible Investing (SRI) Hub - ethical, green, sustainable, value, socially conscious, Tucson, Arizona
Created to help make SRI easy for socially conscious investors.
www.sociallyresponsibleinvestinghub.com

CFP Retirement Financial Advisor in Scottsdale and Phoenix, Arizona
Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP is a fee only financial advisor located in Scottsdale, serving greater Phoenix.
www.continuum-wealth.com

California

Independent Fee Only Advisor - San Diego Certified Financial Planner
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
www.sandiegofeeonly.com

Fee-Only Certified Financial Planner, 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.
www.tabr.net

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only independent financial advisor specializing in the financial issues facing women, their families, and their businesses.
www.curtisfinancialplanning.com

Capital Markets U.com Magazine
Investor Education for Main Street America.
www.capitalmarketsu.com

Fee-Only Financial Advisor in San Diego County
Charles L Stanley CFP ChFC AIF provides Estate Planning and Wealth Management to individuals and families around the United States. He is a Partner and Wealth Manager with Worthpointe, LLC with offices in La Jolla, CA, and Austin, TX.
www.CharlesLStanley.com

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
www.feesonly.com

Fee-Only Financial Advisor in Los Altos
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA registered fee-only financial planning and investment advisory firm offering independent financial advice.
www.mayflowercapital.com

Orange County, CA Fee-Only Financial Advisor
Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.
www.weydertwealth.com

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
www.bfadvisers.com

The Wealth Conservatory - Fee-only, Independent, NAPFA Registered CFP wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH
Wealth Conservatory's team of Certified Financial Planner professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.
www.wealthconservatory.com

Independent, Fee-Only certified financial planner professional in Portland, OR and Santa Cruz, CA. California
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
http://www.springwaterwealth.com

Colorado

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
http://www.staibfinancialplanning.com

Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary. We do not sell products or collect commissions.
http://www.strasbaughfinancial.com

Retirement Fee Only Financial Planning Advisor in Denver
A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Financial Planning.
http://www.salmiceli.comindex.cfm

Florida

Fee-Only Certified Financial Planner & Investment Advisor in Tampa Florida
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning.
http://www.floridafinancialadvisors.com

Boston Retirement Advisors, LLC
Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, a Registered Investment Advisor, has over 25 years experience.
http://www.investwithpaul.com

Georgia

Minerva Planning Group - Fee Only Financial Planner in Atlanta
Minerva Planning Group is a fee-only financial planning firm. We do not sell commissionable products, split fees, or accept referral fees.
http://www.minervaplanninggroup.com

Sanders Financial Management , Norcross, GA
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
http://www.sandersfinancial.com

JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management
Jon Houk, a Certified Financial Planner professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals.
http://www.jphadvisory.com

Illinois

Fee-Only CFP Independent Financial Advisor in Central Illinois
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a certified financial planner professional and enrolled agent in New Berlin, IL.
http://www.bfponline.com

Fee-Only CFP Independent Financial Advisor in Chicago
Long & Associates is a Fee-Only financial planning firm with certified financial planner professionals in Chicago, IL
http://www.longfinancialplanning.com

Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs
Mentor Capital Management Inc..
http://www.mentoradvisers.com

Investment advisor located in St. Charles, IL
AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services.
http://www.ahcadvisors.com

Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally
JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.
http://www.jicinvest.com

Louisiana

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members with over four decades of combined financial planning experience. Also serve the Northshore area, New Orleans, Baton Rouge and Birmingham.
http://www.mypfa.com

Maine

Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
http://www.pfpg.com

Maine Fee-Only Certified Financial Planner and Investment Management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.
http://www.bogueassetmanagement.com

Massachusetts

Independent Fee-only Certified Financial Professional in Boston and Cambridge, MA
Fisher Financial Strategies provides financial planning and investment advisory services on an hourly, as-needed basis. Web site features the FFS Blog, a personal financial planning web log.
http://www.fscambridge.com

New England - Massachusetts, New Hampshire, Connecticut, Vermont & Maine
Wealth Management Advisors, LLC is a comprehensive fee only financial planning practice and a Registered Investment Advisor serving affluent clients Nationwide with a focus on Total Wealth Management for our clients.
http://www.wmallc.com/

Fee-only CFP Retirement and Financial Advisor in Franklin, MA
Titanium Advisors, LLC is a fee-only retirement and financial planning firm providing a unique blend of tax, financial, and legal expertise to address the various financial issues faced by our clients.
http://www.titaniumadvisors.com/

Michigan

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.
http://www.iam-financial.com

Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator.
http://www.ydfs.com

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.
http://www.thefeeonlyplanner.com

Fee-Only Wealth Management
Vintage Financial is a fee-only, independent-wealth management firm.
http://www.vintagefs.com

Minnesota

Fee-Only CFP CPA Independent Financial Advisor in Minnesota
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.
http://www.ColleenWeber.com

Independent Fee-Only Financial Advisor - Certified Financial Planner. Investment Advisor based in Mendota Heights, Minnesota
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
http://www.clerestoryadvisors.com

Fee-Only Retirement and Financial Planning
Phillip James Financial is an independent fee-only financial planning company offering comprehensive wealth management in the Minnesota. They work with individuals and families to plan for retirement and make sure they are on track to achieve all of their financial goals.
http://www.phillipjamesfinancial.com

Mississippi

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

Nevada

Financial Planning and Investment Management in Las Vegas
Redrock Wealth Management is an independent fee only financial planner firm in Las Vegas. We provide financial planning, investment management and retirement plan services for clients both local and nationally.
http://www.redrockwealth.com

Investment Planning, Advice, Reviews & Asset Allocation
InvestPlan is a flat fee online independent investment management service providing asset allocation, portfolio reviews and model asset allocation plans for do-it-yourself investors.
http://www.investmentplan.com

Portfolio Architect in Las Vegas, NV
Portfolio Architect is a flat fee independent investment management service providing asset allocation, risk profiling, investment account fiduciary audits and fee only investment advisor services.
http://www.portfolioarchitect.com/

Las Vegas CFP financial advisor retirement architects
Retirement Architects is a Las Vegas based independent fee-only financial advisor firm specializing in retirement planning for individuals and 401k retirement plans for small to medium sized businesses.
http://www.retirementarchitects.com/

New Hampshire

Independent Fee Only Financial Planning and Investment Management firm - Portsmouth, New Hampshire
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire.
http://www.azimuthplanning.com

Boston Retirement Advisors, LLC
Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, a Registered Investment Advisor, has over 25 years experience.
http://www.investwithpaul.com

Solari Financial Planning, LLC - Independent & Transparent Financial Guidance
We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life. www.solarifinancial.com

New Jersey

Key Financial Solutions, LLC
Independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner to residents of New Jersey and New York.
http://www.keyfeeonly.com

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.
http://www.KaplanFinancialAdvisors.com

Independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
http://www.weingartenassociates.com

New York

Queens, Nassau,Suffolk Long Island New York CFP -- Ray Migone
Fee Only investment advisor, financial planner, fiduciary in Queens, Nassau,Suffolk Long Island New York works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989 and VP of Ethics for the Long Island, FPA.
http://www.raymignone.com

North Carolina

Fee Only Certified Financial Planner and Investment Advisor in Charlotte, North Carolina
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.
http://www.alphafa.com

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.
http://www.lazarusfp.com

Ohio

Fee Only Investment Advisor -- Certified Financial Planner -- Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.
http://www.ritterdaniher.com

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio
Savvy Outcomes is a Fee-Only retirement planning firm with Certified Financial Planner professionals in Columbus, OH.
http://www.savvyoutcomes.com

Oklahoma

Step By Step Tax & Financial Planning LLC
We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology, developed by ACA (Alliance of Cambridge Advisors), a national network of advisors, that addresses the needs of everyday people with everyday needs.
http://stepbystepfinancialplanning.com

Oregon

Independent, Fee-Only certified financial planner professional in Portland, OR and Santa Cruz, CA. California
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
http://www.springwaterwealth.com

Portland Fixed Income Specialists
Fee only fixed income and bond specialists in Beaverton, Oregon. We can design portfolios of high quality individual bonds and CDs that provide you with a consistent cash flow while preserving your principal.
http://www.pdxfis.com

Portland Fee-Only Financial Planning and Investment Management
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon.
http://www.cedaradvisors.com

Fee-Only Certified Financial Planner -- Retirement and Life Planning, Investment Management for Women in Portland, OR
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
http://www.lfpadvisors.com/

Independent Investment Advisor Lake Oswego Portland Oregon Fee Only
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.
http://www.cascadewealth.com

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.
http://www.allbondportfolios.com

Yardley Wealth Management, LLC
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP services and investment management in Newtown, PA.
http://www.yardleywealth.net

Spectrum Insurance Group
Spectrum Insurance Group is an online based life insurance brokerage. They are licensed in all 50 states with over 140 of the top life insurance carriers. They Specialize in 15,20,30 and 100 year term life insurance policies. They have been providing families protection for over 19 years.
http://www.SpectrumInsuranceGroup.com

Tennessee

Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator.
http://www.ydfs.com

Texas

Frisco Financial Planning LLC, Frisco, TX
Fee Only NAPFA CFP Financial Advisor. Financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).
http://www.ffplan.com

Independent fee-only Certified Financial Planner in Austin and Round Rock
Vannoy Advisory Group is located in Austin and is a Fee-Only retirement and wealth management firm. They specialize in comprehensive fee-only financial planning with an emphasis on retirement planning.
www.austinfeeonlyfinancialplanner.com

Utah

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
www.networthadvice.com

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT
Lon Jefferies with 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 or career change.
www.utahfinancialadvisor.blogspot.com

Virginia

The Advisory Firm of Katherine L. Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.
www.brownplanning.com

Summit Financial Planning, Inc. - 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. Because we are a fee-only firm, our clients will never pay us commissions of any kind.
www.summitfinancialplanning.com

Lifetime Wealth Planning and Management, LLC
Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.
http://www.ltwealth.com/home

Washington

Fee-Only Independent Investment Advisor & Financial Planner in Seattle WA East Side, Redmond, Bellevue, Kirkland, Woodinville and Bothell
Sherwood Investment Services has 20+ years experience helping families and individuals of all ages reach their financial goals. They provide completely independent financial planning and investment management on a fee-only basis (absolutely no commissions). They serve clients in Washington state and nationwide.
www.sherwood-investments.com

Certified Financial Planner in Vancouver, Washington
Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP, specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
www.pathfinderfa.com

Michael Pace, Independent Fee-Only CFP Financial Advisor in Seattle
Michael Pace, CFP offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
www.michaelpace.net

Wisconsin

Retirement Planning - Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (Dimensional Funds).
www.retirementplanningsolutions.us

Fee-only, hourly financial planning and investment management services in Shorewood, WI
Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.
www.serenityfc.com/

United Kingdom

Independent Financial Advice
Professional Financial Services are independent financial advisors and mortgage financial service providers to Accountants, Lawyers, Barristers, Solicitors and associates in legal practice, in West Sussex, serving the Surrey and Sussex financial market.
www.professionalfs.com/

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Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 

Sherwood Investment Services - 2011