Home  About  Submit Site    
Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards requirements.
Sites [ Submit ]
Strategic Wealth Designers - Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY Denver, CO, Lexington, KY, Cincinnati, OH and Indianapolis, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Intermountain Wealth Management - Before we even consider a financial plan, we at Intermountain Wealth Management meet with our new clients and discuss their unique situations. Our client’s health and happiness is our primary goal, and we follow a fiduciary standard of care. 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. Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning. The Jentner Financial Group - Certified personal wealth managers. Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia. Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation. Brady & Associates Financial Services - Provides personal financial planning services in Australia. Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning. George H. Coughlin II, CFP - Provides financial and IRA planning services. Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services. Multop Financial - A private tax and financial planning firm located in Bellingham, Washington. Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services. Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California. Columbus Financial Group - Financial planning and registered investment advisory services. W. David Coffman, CPA, CFP - Offers financial planning and consultation services. Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services. Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information. Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families. Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning. Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies. Jahn Investment Advisors - Specializing in the financial concerns of women. Carol Gosho, CFP - Providing portfolio management and financial planning services. Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions. Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars. Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources. PartnersInWealth - Provides financial planning and investment services. Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management. Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning. Thomas J. Hahn, CFP - Provides investment and retirement planning services. Miceli Financial Planning - Offering financial planning and investment management services. Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services. Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses. Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding. John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services. Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services. John M. Scherer, CFP - A financial planning and advisory firm. Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services. Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning. Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning. George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services. Blattel & Associates - Offers investment and retirement planning services. Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm. Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services. Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments. Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management. Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning. BG Financial - Specializes in providing fee-only financial planning and investment advice. Professional Financial Strategies, Inc. - Providing fee-only wealth management services. Abuls, Bone & Eller - Offering investment management and financial and retirement planning services. Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele. Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning. Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning. Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees. Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning. Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services. Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management. Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services. Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries. 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. Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news. Rockwood Wealth Management - An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania. Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services. FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. The Main Street Group, Ltd - Offers full range of financial planning products and services. R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services. CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles. Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions. J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. 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. LPL Financial Services - Financial planner offers financial advice to individuals and small businesses. Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management. Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description. Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies. Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles. 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. Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations. The Fry Group - Provides tax and financial advice to British expatriates and UK residents. Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients. 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. BluePrint Financial Services - Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts. Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services. Financial Planning Association - Organization comprised solely of CFP licensees. The Wiser Financial Group - Providing financial planning for individuals, businesses and organizations. Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services. Hample & Peck - Offers advice in the areas of estate and retirement planning, and planned giving. Sage Broadview - Offers financial and investment advice to individuals and families on a fee-only basis. Bluestem Financial Advisors - Offers holistic financial planning to clients on a fee-only basis.
Click [ Submit ] above to Add a New Site, Update a Site, or Remove a Site from this Category.
This directory is made available through a Creative Commons Attribution license from the DMOZ Organization.

© 2022 - Midnight Design Productions, LLC