|
Financial Resouces
Useful Sites:
Fee-Only Financial Advisors:
The following links are provided as a convenience and should not be construed as an endorsement.
- California
Aegis Financial Advisory, LLC, Client-Centered Planning for Life™, Santa Clara, CA
A Fee-Only CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor
offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values. Call me for a free initial consultation. I look forward to hearing from you and getting you started on the path to achieving your most cherished life goals.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California.
LifeStream Financial, Inc. is a fee-only, comprehensive, financial planning, and wealth
advisory firm. We focus on providing proactive planning and strategic implementation for
clients who trust our expertise and are willing to delegate the money management to the
professionals. Our client-centered planning approach helps our clients to focus on their
life and what they do the best.
Wade Financial Advisory, Inc. Campbell, CA
Your Comprehensive Personal Financial Guides
Fiscalis Advisory, Inc. Fee-Only, integrative financial planning, tax & wealth
management, San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory firm specializing in an integrative
approach to personal financial planning, and money management, where all advice
is rendered in a non-commission, fiduciary relationship.
Roman Financial Advisors - Fee Only, Certified Financial Planner, Registered
Investment Advisor, San Diego, California
Ted Roman, CFP ®, 2245 San Diego Ave, Suite 221
San Diego, CA 92110, 619-669-1111
Providing Financial Planning, Investment and Tax Advice for a fee. I don't sell
products or receive commissions. My focus is on helping people make smart
financial decisions. I believe Financial Planning is a process and not a one
time event.
Lynch Financial Advisors is a fee-only financial planning and business consulting firm based in Roseville, CA
Based in Roseville, California (and serving clients throughout California, Oregon,
Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors is a Fee-Only
advisory firm that provides comprehensive financial planning for individuals,
couples and small business owners. Our comprehensive financial planning includes
goal setting, budgeting, insurance review, portfolio analysis, investment strategy,
retirement/education/retirement planning, as well as tax projection and planning.
- Florida
Rehl Financial Advisors—helping you enjoy a better life, richer in all respects. Located
in Land O'Lakes, FL.
Have you reached that stage in life where you want professional guidance and support from
a coach who puts your interests first? Kathleen Rehl, Ph.D., is a comprehensive, Fee-Only,
CERTIFIED FINANCIAL PLANNER™ who helps you deal with all your money issues during these complex
times. She specializes in assisting widows and is passionate about helping them make progress
in their new financial situation. As a widow herself, Kathleen is the author of the forthcoming
book, Moving Forward on Your Own: A Financial Guidebook for Widows.
- Illinois
Sullivan Mermel, Inc. Chicago, Illinois
Specializes in helping clients feel calm, confident, and in control of their finances.
- Minnesota
Brown Wealth Management, LLC, Independent, Fee Only Financial Planning Services in
Eden Prairie, MN.
Brown Wealth Management, LLC is a fee-only personal financial advisory firm
providing comprehensive financial and investment planning services that are in
the best interests of our clients.
- New Hampshire
Northeast Passage Financial Advisors LLC, Independent, Fee Only Financial Planning
Services in Brentwood, NH and serving Southern NH and ME.
We help our clients achieve financial independence and peace of mind,
one step at a time. Objective, clear, and sensible financial planning and investment
guidance.
- New Jersey
Lighthouse Financial Advisors, Inc., Red Bank, NJ
Lighthouse Financial Advisors, Inc. provides clients with sensible and ethical tax and
financial advice to help put their financial goals within reach. We believe guidance
and education are the building blocks of a sound financial plan. We will help you
develop a comprehensive plan that is based on your financial goals. Our fee-only
approach ensures you will receive objective, unbiased advice since we do not earn
commissions or take kickbacks in connection with any investment products we recommend.
- North Carolina
Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and Virtually
We focus on helping people create their desired future thru the utilization of all their resources.
- Ohio
Fee Only Investment Advisor - NAPFA Member - Fiduciary – CERTIFIED FINANCIAL PLANNER –
Financial Advisor – Retirement Planner in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm
offering comprehensive investment management, retirement planning, and financial planning
services to clientele located in Cincinnati and nationwide. All advisors are members of
NAPFA, the National Association of Personal Financial Advisors.
Stepping Stone Financial, Inc. Independent. No Commission Financial Planning Services
in Northeast Ohio (Chagrin Falls)
Stepping Stone Financial, Inc. is a fee-only personal financial consulting firm that
places its clients’ interest first.
- Oklahoma
Step By Step Tax & Financial Planning, LLC in Broken Arrow, OK.
Comprehensive, fee-only tax and financial advice based on a time-tested methodology
developed by the ACA, addressing the needs of everyday people with everyday needs.
|
|