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| | Money Managers - Socially Responsible, Investing, Business 37
Money Management - Personal Finance, Home 332
 Abuls, Bone & EllerAbuls, Bone & Eller
 Offering investment management and financial and retirement planning services.
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Alden Capital ManagementAlden Capital Management
 Provides retirement and estate planning, as well as investment advisory services.
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Altius Financial Advisors, L.L.C.Altius Financial Advisors, L.L.C.
 Fee-only financial planning and investment advisory firm.
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Ames Financial ServicesAmes Financial Services
 Provides insurance services, investment and retirement planning, and college funding.
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Amy L. WhitlatchAmy L. Whitlatch
 Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
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Anthony Harding & Partners LimitedAnthony Harding & Partners Limited
 Specialising in investment planning and asset management services for private clients.
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Armstrong Financial StrategiesArmstrong Financial Strategies
 Provides financial planning, divorce planning and asset management.
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Armstrong MacIntyre & Severns, Inc.Armstrong MacIntyre & Severns, Inc.
 Offers financial planning, portfolio management and retirement planning services.
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Australian Financial Services LimitedAustralian Financial Services Limited
 Combines financial and estate planning services, insurance Retirement planning.
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Barrios Financial ServicesBarrios Financial Services
 Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
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Beck Financial Strategies, Inc.Beck Financial Strategies, Inc.
 Fee-based CFP firm provides life planning and financial planning services.
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Benefit Planning ServicesBenefit Planning Services
 Fee-only investment management, financial planning and charitable consulting.
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BG FinancialBG Financial
 Specializes in providing fee-only financial planning and investment advice.
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Blankenship Financial Planning, Ltd.Blankenship Financial Planning, Ltd.
 Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
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Blattel & AssociatesBlattel & Associates
 Offers investment and retirement planning services.
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Bob Stowe, CFPBob Stowe, CFP
 Financial advisor providing portfolio management and financial planning services.
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Brady & Associates Financial ServicesBrady & Associates Financial Services
 Provides personal financial planning services in Australia.
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Branson, Fowlkes & Company, Inc.Branson, Fowlkes & Company, Inc.
 Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
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Broussard Financial GroupBroussard Financial Group
 Provides education for financial, investment and retirement planning.
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Buff Capital ManagementBuff Capital Management
 Providing financial planning and asset management services. Features articles and links to financial resources and services.
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Camarda Financial AdvisorsCamarda Financial Advisors
 Fee-only financial planners offers investment advice and articles.
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Cambridge Financial GroupCambridge Financial Group
 Fee-only tax planning and preparation, estate planning, insurance and investments.
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CanWealth Financial ServicesCanWealth Financial Services
 Specializing in retirement, estate and corporate planning. Company information, staff profiles.
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Capital Strategies Inc.Capital Strategies Inc.
 Offers financial planning to individuals, corporations and institutions.
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Carol Gosho, CFPCarol Gosho, CFP
 Providing portfolio management and financial planning services.
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Certified Financial Planners Board of Standards, Inc.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.
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Charles GeraciCharles Geraci
 Specializes in personal financial, tax and estate planning and consulting.
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Clarity Financial GroupClarity Financial Group
 Services includes estate preservation, college planning and retirement planning.
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Columbus Financial GroupColumbus Financial Group
 Financial planning and registered investment advisory services.
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Compass Advisors LLCCompass Advisors LLC
 A fee-only financial planning firm in Atlanta, Georgia.
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Cooper Management Service, Inc.Cooper Management Service, Inc.
 Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
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D. Scott Neal, Inc.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.
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David T Martula, CFPDavid T Martula, CFP
 Hadley, Massachusetts firm offers fee-only financial planning services.
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David Twenhafel, CFPDavid Twenhafel, CFP
 Rockville, MD firm offers financial planning to people in the process of divorce.
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Desert Valley Financial Planning, LLCDesert Valley Financial Planning, LLC
 Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
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Douglas F. Hudson, CFPDouglas F. Hudson, CFP
 Offers Canadians information in the areas of retirement, estate, tax and investment planning.
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Falcon Financial Management, Inc.Falcon Financial Management, Inc.
 Provides financial planning, management, and investment services.
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Fazio and AssociatesFazio and Associates
 Fee-based managed accounts, retirement planning, and educational and fund strategies.
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Financial Advisory Service, Inc.Financial Advisory Service, Inc.
 Offering financial planning, estate planning, investment management and individual consulting services.
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Financial Planners Standards CouncilFinancial Planners Standards Council
 The Canadian regulatory organization awarding the Certified Financial Planner designation.
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Financial Planning AssociationFinancial Planning Association
 Organization comprised solely of CFP licensees.
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Financial Planning Group Inc.Financial Planning Group Inc.
 Advisory firm providing portfolio management and financial planning services.
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Financially Speaking, Inc.Financially Speaking, Inc.
 Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
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Focus Financial Network, Inc.Focus Financial Network, Inc.
 Providing investment and financial advice, and portfolio management.
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Folk Financial PlanningFolk Financial Planning
 Offers holistic financial planning to clients on a fee-only basis.
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Foster Group, Inc.Foster Group, Inc.
 Financial planning and investment advisory firm. Principals profiles, fee description.
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Frost FinancialFrost Financial
 Provides advice in the areas of investment, estate, insurance and tax planning.
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FS Financial StrategiesFS Financial Strategies
 Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
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G. Eric Faddis, CFPG. Eric Faddis, CFP
 Provides financial advice to professionals, small business owners, retirees and individuals.
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Galecki Financial Management, Inc.Galecki Financial Management, Inc.
 Fee only investment advisor firm providing asset management services to high net worth clientele.
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The Garrett Planning Network, Inc.The Garrett Planning Network, Inc.
 Provides fee-only financial planning and advice.
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George H. Coughlin II, CFPGeorge H. Coughlin II, CFP
 Provides financial and IRA planning services.
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George Papadopoulos, CPA/PFS, CFPGeorge Papadopoulos, CPA/PFS, CFP
 Provides portfolio management and fee-only financial planning services.
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Hatch & MuirHatch & 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.
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Herr Capital ManagementHerr Capital Management
 Certified Financial Planner and CPA offering estate and tax planning.
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Hershberger Financial ServicesHershberger Financial Services
 Offers financial planning and investment services.
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Humphreys GroupHumphreys Group
 Fee-only CFPs provide financial planning and investment advice to individuals and families.
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Independence Financial PlannersIndependence Financial Planners
 Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
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Independent FocusIndependent Focus
 Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
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Integrated Financial StrategiesIntegrated Financial Strategies
 Offers investments, divorce planning, wealth management, and retirement planning.
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Investors Group Financial Services Inc.Investors Group Financial Services Inc.
 Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
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J. Paul WilsonJ. Paul Wilson
 Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
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Jahn Investment AdvisorsJahn Investment Advisors
 Specializing in the financial concerns of women.
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James R Johnson, CFPJames R Johnson, CFP
 Features portfolio management and financial planning services.
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Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
 Focusing on the investing needs of retirees and soon-to-be retirees.
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The Jentner Financial GroupThe Jentner Financial Group
 Certified personal wealth managers.
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Joan Siegel, CFPJoan Siegel, CFP
 Provides financial planning, tax preparation services and educational resources.
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Joel Isaacson & CoJoel Isaacson & Co
 New York CPA and CFP assisting with personal estate, investment, and financial planning.
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John D. Caffrey, Jr. CFPJohn D. Caffrey, Jr. CFP
 Investment advisory firm providing portfolio management and financial planning services.
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John M. Scherer, CFPJohn M. Scherer, CFP
 A financial planning and advisory firm.
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Jonathan Smith & Co.Jonathan Smith & Co.
 Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
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Karen A. Ibach, CFPKaren A. Ibach, CFP
 Provides retirement planning, college funding, and financial planning services.
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Kean Songy, CFPKean Songy, CFP
 Financial project management and financial planning consultant located in Dallas, TX.
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Kiely Capital Management, Inc.Kiely Capital Management, Inc.
 Provides fee-only financial planning, specializing in retirement planning.
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Kooman and Associates, Inc.Kooman and Associates, Inc.
 Assists investors in a full-range of financial and estate services.
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Kring Financial Management, Inc.Kring Financial Management, Inc.
 Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
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Larry Cogdell, CFPLarry Cogdell, CFP
 Provides financial planning, investment products and free tools and information.
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Lassus Wherley and Associates, P.C.Lassus Wherley and Associates, P.C.
 Provides fee-only financial planning, investment management and tax preparation.
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Lifetime Financial PlanningLifetime Financial Planning
 Provides fee-only financial planning and investment advice for middle-income clients.
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LPL Financial ServicesLPL Financial Services
 Financial planner offers financial advice to individuals and small businesses.
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Mackensen & Company, Inc.Mackensen & Company, Inc.
 Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
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The Main Street Group, LtdThe Main Street Group, Ltd
 Offers full range of financial planning products and services.
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Miceli Financial PlanningMiceli Financial Planning
 Offering financial planning and investment management services.
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Modular Financial Solutions Inc.Modular Financial Solutions Inc.
 Certified financial planner is a fee-only financial planning firm.
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Montecito Capital Management, LLCMontecito Capital Management, LLC
 Specializing in financial planning, retirement services, investment management and portfolio management.
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Multop and AssociatesMultop and Associates
 Provides tax and financial planning services.
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National Association of Personal Financial Advisors (NAPFA)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.
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Nigel Taylor, CFPNigel Taylor, CFP
 Provides domestic and international financial, retirement and estate planning.
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Norman Financial Planning, Inc.Norman Financial Planning, Inc.
 Fee-only serives include tax and retirement planning, college funding, and estate planning.
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Northstar Financial Planning, Inc.Northstar Financial Planning, Inc.
 CFP provides fee-only financial planning services.
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Objective Financial Advisors, Inc.Objective Financial Advisors, Inc.
 Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
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Owens FinancialOwens Financial
 CFP provides portfolio management and financial planning services.
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Pacific Wealth Management, LLCPacific Wealth Management, LLC
 Provides financial planning, divorce planning and asset management services.
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Parlan Financial Corp.Parlan Financial Corp.
 Provides fee-only financial planning, investment management and corporate seminars.
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PartnersInWealthPartnersInWealth
 Provides financial planning and investment services.
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Paul Knoblich: Certified Financial PlannerPaul Knoblich: Certified Financial Planner
 Retirement accumulation and distribution specialist.
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Personal Financial Solutions, Inc.Personal Financial Solutions, Inc.
 Offeringing portfolio management, investment advice and financial planning.
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Peterson PlanningPeterson Planning
 Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
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Pinnacle Financial ServicesPinnacle Financial Services
 Provides financial planning products and services and wealth accumulation strategies.
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Planmark Financial ServicesPlanmark Financial Services
 Advisor provides financial planning, plan administration, and investment management.
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Pollock Planning Associates, Inc.Pollock Planning Associates, Inc.
 Providing investment, tax planning, retirement planning, and estate planning services.
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Premier Capital Advisors, Inc.Premier Capital Advisors, Inc.
 CFP providing investment advice and financial planning services.
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Professional Financial Strategies, Inc.Professional Financial Strategies, Inc.
 Providing fee-only wealth management services.
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R. Douglas Pauley, MBA, CFPR. Douglas Pauley, MBA, CFP
 Provides fee-only financial planning and investment advisory services.
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Raymond D. Mignone, CFPRaymond D. Mignone, CFP
 Provides investment advice, portfolio management and college planning.
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Reid Tax CompanyReid Tax Company
 CFP assists with tax problems, estate planning and trusts.
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Robert Wacker and AssociatesRobert Wacker and Associates
 Fee-only financial planning firm located in San Luis Obispo, California.
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Roberts & Fails, P.C.Roberts & Fails, P.C.
 Offering financial planning and tax advisory services to individuals, families and businesses.
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Ronald B. Wiser & AssociatesRonald B. Wiser & Associates
 Providing financial planning for individuals, businesses and organizations.
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Ross L. Marino CFPRoss L. Marino CFP
 Providing portfolio and wealth management services.
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Sage Advisory Group, LLCSage Advisory Group, LLC
 Offers financial and investment advice to individuals and families on a fee-only basis.
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Security Financial ServicesSecurity Financial Services
 Offers a full range of financial planning services.
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Spinnaker Financial Advisors, PLLCSpinnaker Financial Advisors, PLLC
 Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
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Spraker, Fitzgerald, Tamayo and Moisand, LLCSpraker, Fitzgerald, Tamayo and Moisand, LLC
 Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
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Starks Financial Group Inc.Starks Financial Group Inc.
 Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
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Stephen J. Golembiowski, CFP, CLU, ChFCStephen J. Golembiowski, CFP, CLU, ChFC
 Provides financial services to individuals and businesses.
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Stephen R. Hample, CFPStephen R. Hample, CFP
 Offers advice in the areas of estate and retirement planning, and planned giving.
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Steve Morris, CFPSteve Morris, CFP
 Offers financial planning resources for the small business owner and individual investor.
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Stiles Financial Services, Inc.Stiles Financial Services, Inc.
 Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
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Tassel Capital Management, Inc.Tassel Capital Management, Inc.
 Provides fee-only investment, financial and stewardship guidance including asset management services.
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Thomas J. Hahn, CFPThomas J. Hahn, CFP
 Provides investment and retirement planning services.
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