Financial Links

Financial Advisor Links Directory

National Association of Personal Financial Advisors

Official website of the National Association of Personal Financial Advisors

NAPFA find a financial advisor

National Association of Personal Financial Advisors links to Registered Financial Advisor websites

Alabama

Fee-Only CERTIFIED FINANCIAL PLANNERTM Professionals 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 PLANNERTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Arizona

Fee Only CERTIFIED FINANCIAL PLANNER in Tucson, AZ

CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.

California

Portland, Oregon and Santa Cruz, California Independent Financial Advisor

Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

San Diego CA Fee Only Financial Planning – Roman Financial Advisors

Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor

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.

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.

Georgia

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA

We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

Illinois

Mentor Capital Management Inc. financial advisor in Chicago

Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Kentucky

Kentucky, Tennessee 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, CFP, RLP has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.

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 – Wealth Management & Fee-Only Financial Planning in Covington, Louisiana

We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don’t sell products or accept commissions, allowing us to provide financial advice in the best interests of 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.

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.

Minnesota

 

Nevada

Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson

Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.

New Hampshire

 

New York

Fee-Only CFP Independent Financial Advisor in Buffalo, Williamsville, Amherst, NY

Ogorek Wealth Management LLC is an independent fee-only financial planning, retirement planning, and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.

Oregon

Portland Financial Advisors, Inc.

Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, Oregon.

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 retirement and professionals in Portland, Oregon.

Utah

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah

Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

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.

Virginia

Honeycutt Financial LLC, Chesapeake, VA CFP Financial Advisor

Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.