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

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

Financial Planning Investment Management Seattle, Bellevue, Redmond WA
Sherwood Investment Services is a fee only financial planning firm specializing in retirement planning and investment management. Serving clients in Redmond, Bellevue, Seattle East-Side, WA. No commissions.
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

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

Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ
Financial Services in Tucson, AZ include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
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

Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ.
Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services..
http://www.quinnfp.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

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

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

PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County
Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.
http://www.portnofffinancial.com

InvestWithSteve.com, A Fee Only Advisor serving La Verne, San Dimas, and Glendora
Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.
https://investwithsteve.com

Financial Planning and Investment Management firm based in Los Angeles, California
Financial Planning and Investment Management firm based in Los Angeles, California helping physicians and digital media professionals plan for a better tomorrow.
http://quberawealth.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

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 Investment Advisor, Financial Planner, Fiduciary in New York, Florida, Queens, Nassau, Long Island & Boynton Beach.
Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. CPA since 1989, member of NAPFA & FPA.
http://www.raymignone.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

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 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

Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ.
Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services..
http://www.quinnfp.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

Ferro Financial, LLC is an independent fee-only wealth management firm
Specializing in preparing individuals and families for retirement through a comprehensive approach which includes, investment advisory services, strategic financial planning, and tax services.
http://www.ferrofinancial.com/index.html

Lafayette Louisiana Fee Only Certified Financial Planner
Broussard Financial Group is an independent financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana.
http://www.broussardfinancialgroup.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

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 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

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

CFP CPA Fee Only Financial Advisor Wealth Management Tax Expert Ann Arbor & Detroit area Michigan NAPFA
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals.
http://www.thefeeonlyplanner.com

Minnesota

Fee-Only Planner
Phillip Christenson is a Plymouth financial planner. He provides fee-only financial planning services to the state of Minnesota. His services include, wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest.
http://www.phillipchristenson.net/

Wealth Management and Planning
Phillip Christenson Provides wealth management and comprehensive financial planning services to Minneapolis, Maple Grove, Plymouth and surrounding suburbs. We are fee-only pricing model.
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

Las Vegas CFP financial advisor retirement architects
A fee only fiduciary investment management and financial planning firm in Las Vegas focused on comprehensive financial and retirement planning for those near or in retirement.
https://www.finacuity.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

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

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

Financial Futures Serves Monmouth County, NJ, Ocean County, Jersey Shore and Central NJ
Financial Advisors in Monmouth County, Ocean County, Jersey Shore and Fee-Only Financial Planner in Central NJ.
www.financial-futures-llc.com

PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County
Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.
http://www.portnofffinancial.com

Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of NJ with offices located in Tinton Falls
Specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years.
http://www.jerseyshorefa.com

New York

Comprehensive Financial Planning and Wealth Management in Saratoga Springs and Albany, NY
James Lee, CFP, provides personalized advice to help clients achieve their life goals using values that are important to them.
http://www.leemgt.com

Long Island Financial Planner and Financial Advisor. Landmark Wealth Management is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York.
We provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations. .
http://www.landmarkwealthmgmt.com

Independent fee-only financial planning and investment management firm in New York City
Altfest Personal Wealth Management is an independent fee-only financial planning and investment management firm in New York City. Altfest professionals understand the issues facing widows and divorced persons, the challenges that business executives have in diversifying their investments and retirement planning, and the hurdles couples (married and unmarried) face in estate planning.
http://www.altfest.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 Investment Advisor -- Certified Financial Planner -- Financial Advisor in Charlotte, North Carolina
In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors. We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.
http://www.clearviewwealthmgmt.com

Blue Water Portfolios. Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina
The Certified Financial Planner professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.
http://www.bluewaterportfolios

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

Canton Ohio Fee Only Financial Planning and Investment Management
Justin Rush, Founder of JGR Financial Solutions, is a CFP practitioner and member of NAPFA. As a Financial Advisor, he provides cash flow, investment, insurance, estate, college savings, and income tax planning services to clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
http:// jgrfinancial.com

Total Wealth Planning, LLC, an independent, fee-only wealth advisory team in Cincinnati, Ohio
Comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.
http://twpteam.com

Fee Only Financial Advisors in Columbus Ohio – Rebel Financial.
Fee-only Registered Investment Advisor (RIA) created to serve our clients best interests first. We work hard to reduce bureaucracy, increase efficiency and stay at the cutting edge of technology.
http://rebelfinancial.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

Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma
Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. Owner Kevin Jacobs has been in the financial services industry since 2005. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.
http://www.stepbystepfinancial.org/

Oregon

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

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

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

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

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN
Serving executives, professionals, and business owners, we provide comprehensive financial planning, and investment management services in Memphis, TN.
http://www.cypresswm.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

Fee Only Financial Planner in Austin and San Antonio
Palermo Wealth Management helps generation x and y reach their investment management, retirement, and financial freedom goals.
www.palermowealth.com

Fee only Registered Investment Advisor based in Lubbock, TX
Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.
http://www.trinitywm.com/

Registered Investment Advisor in TX
We help clients to realize their life-long travel goals while also taking into account their need for long-term financial planning. WildBlue helps to balance a desire to travel today while never forgetting about retirement, insurance, investments, and other financial matters at home. We work with clients around the globe.
http://www.wild-blue.us/

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

Washington

Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services. Fee only financial planning and investment management, specializing in retirement planning and investment management. No commissions. Serving clients in Bellevue WA and Seattle East-Side.
http://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

Washington Fee-Only Certified Financial Planner and Financial Advisor Seattle-Tacoma-Olympia, WA
Commencement Financial Planning offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
http://www.commencefp.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

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/

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 - © 2017