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US-based (probably) and US-focused (always) financial planning businesses targeting individuals as clients.
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Strategic Capital Management - Provides global asset management and investment advisory services. Kiplinger - A center for personal finance advice and information. Herr Capital Management, LLC - Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary. Pauley Financial Services, Inc. - Fee-only financial planning and investment advisory firm. ACH Investment Group - Provides financial planning services, insurance and educational seminars. Adirondack Family Business Consultants, Inc. - Offers business and family planning, estate and retirement planning, management and succession planning. Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses. Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY. Antolino & Associates - Provides benefit management services and family wealth counseling. AXA Advisors - Provides investment, retirement, and estate planning advice. Berson and Corrado - Provides tax planning, accounting and business advisory services. Braun Financial - Offers financial planning to a diverse group of individuals and families. Bryson Financial Group - Offers employee benefits, insurance planning, executive tax planning and estate planning services. Cain Watters And Associates - Provides financial services, consultation, monitoring and planning services. Center for Financial Planning - Financial planning and asset management firm for successful clients. Consolidated Planning, Inc. - Specializes in providing financial information and knowledge to business owners and individuals. Core Asset Management Company - Investment advisor offers both financial planning and asset management. Cornerstone Investment Services - Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI. Davidson Capital Management, Inc. - Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments. Dern Capital Management Corporation - Investment advisory firm providing portfolio management and financial planning services. EF Moody, Financial Planner - A financial planning site designed for consumer knowledge and protection. Emerald Financial Services - Offers a wide range of financial planning, retirement planning and risk management services. Expatriate Financial Services - International financial planning brokerage specialising in the financial affairs of expatriates. The Ferrucci Company - Provides financial and estate planning, and investment management services. Fiduciary Trust Company - Provides a range of personal financial planning and advisory services. Financial Group of Central MN - Financial advisory firm offers life and health insurance services in addition to investment planning. Financial Planners Index - Provides financial articles and information on obtaining a financial planner. Financial Planning Consultants, Inc. - Support individuals and organizations that deliver planning and protection. First Financial Group - Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services. Foundation Management Inc - Fee-only financial advisory group providing financial planning services. FPtransitions - Focuses on the buying and selling of businesses, and selling a financial practice. Frank Russell Company - Provides financial planning for individuals and institutions around the world. Fred Jurewicz Financial - A financial planning and insurance provider in Shakopee, MN. H.D. Vest Financial Services - Lists over 7000 financial advisors offering tax and other financial planning consultations. IARFC - An international association for registered financial planners. InfoHQ Online CPA - Provides advice and services in all areas of personal financial management. Knepp Financial Group, LLC - Offers financial, investment, estate and retirement planning. LEAP Systems Inc. - Offers a financial management and wealth creation system. Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent. Lincoln Financial Group - Provides financial planning and advisory services for individuals and businesses. Nashoba Financial Planning - Provides fee-only financial planning and investment advice. Net Worth Strategies - Offers financial planning software and services for fee-based financial planning professionals and consumers. Omni Tax & Financial Advisors - Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning. Parsec Financial Management - Provides fee-based financial planning, retirement consulting and estate plans. Planning Templates, Inc. - Offers a financial planning calculator suite that works with Microsoft Excel. Prudential - Provides financial planning information and tools. Raymond James Financial, Inc - Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally. Registered Financial Planners Institute - Recognizes qualified individuals who are in the field of financial planning. SaveWealth.com - Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning. SIBI Group - Financial planning boutique offering estate, investment and retirement planning. Strategic Financial Planning, Inc. - Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators. VFA - Provider of facilities capital planning and management solutions. Globalview Advisors LLC - Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services. Mallard Asset Management Corp - Investment advisory firm offers portfolio management and financial planning services. Mercer Financial Planning - Offering financial planning and asset management services. Market commentary, seminars and publications. Alpha Advisors - Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning. Adirondack Asset Management, LLC - Providing fee-only financial planning services and investment advice to individuals and families. David J. Boczar, CFA - Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives. Financial Security - Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens. Pinnacle Investments, Inc. - Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York. Alliance of Cambridge Advisors, Inc. - Fee-only financial planning service. Members are required to hold the CFP, ChFC, or CPA/PFS designations, or to have the advanced education and experience deemed equivalent. They must meet standards for continuing education, and they must successfully complete a proprietary training program. Brownson, Rehmus, Foxworth Inc. - Offers fee-based financial counseling to wealthy families and corporate executives. Midwest Professional Planners, Ltd. - Providing fee-based financial consulting and investment advisory services to clients in Wisconsin, Illinois and Minnesota. Fast Financial Analysis Dot Com Inc. - Offers free financial planning, debt management solutions and online financial advice. The Association of Divorce Financial Planners - Planners who focus on financial issues involved in the divorce process. Oliver Inc. - Writes and publishes textual books focusing on the securities and financial planning industries. Diversified Financial Management, Inc. - Specializing in financial planning for businesses and individuals. ING USA - offers asset management, mutual funds, insurance and retirement planning. NPA Financial, LLC - Provides distribution planning as well as full financial planning services. Morningstar Advisor - Offers a learning center, editorials and forum discussions for financial planners. CTC | myCFO - Provides financing planning and advisory services. Edelman Financial Services LLC - Financial planning resource on investing, insurance, taxes and estate planning. Carter Financial Management - Offering financial planning services in Dallas, Houston and Chicago. Couture & Associates Financial Services - Provides financial planning and money management services. Located in Sarasota, Florida. Reliance Financial Services, N. A. - Provides asset management, personal trust, and retirement plan administration. Stefans Associates - Tax and financial planning firm, catering to individuals and small businesses.
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