Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.Dr. O'Neill, CFP - Offers financial planning, asset management and investment advisory services.
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.
Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
CFP Board of Standards - Offers the latest information on financial planning both to the public and pratitioners.
Institute of Certified Financial Planners - Extensive archive of articles on financial planning.
Ashton Financial Services - Provider of fee-only financial, estate and investment planning services.
Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning.
Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
Budros & Ruhlin, Inc. - Provides financial planning and investment management services on a fee-only basis.
Barrington Financial Advisors - Certified financial planners providing fee-based investment advisory services.
David Steiner, CFP, CDP - Provides divorce financial planning in New Jersey and Maryland.
Capital Investment Strategies, Inc. - Chicago-based firm provides estate and investment management.
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.
Rockwell Consulting - Provides portfolio management, security analysis and equity investment selections.
Brady & Associates Financial Services - Provides personal financial planning services in Australia.
I B Malitz & Associates - Provides comprehensive fee-only financial planning.
The Rawls Company - Provides business succession planning services to capital intensive, family businesses.
Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Thea D. Glazer, CFP - Provides financial planning services to married couples and divorcees.
George H. Coughlin II, CFP - Provides financial and IRA planning services.
Greg Morris, CFP - Provides an array of financial planning and advisory services.
Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
Multop and Associates - Provides tax and financial planning services.
The Sudden Money Center - Helps recipients of financial windfalls with their new financial position.
Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
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.
Merrithew & Thorsten, Inc. - Provides fee-only retirement and financial planning services.
Wealth Preservation Strategies - Offers asset protection and estate tax planning services.
RBM Financial Ltd. - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
Advisors Financial Group - Full service fee-oriented financial planning.
Global Financial Advisors, Inc. - A fee-only financial planning and investment advisory firm.
Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
Capitol Financial Group, Inc. - Provides financial planning services and investment products.
Equitable Divorce Solutions, Inc. - Provides financial planning for clients experiencing the dissolution of their marriage.
Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
R. Douglas Pauley, MBA, CFP - Provides fee-only financial plannning and investment advisory services.
Financial Planning Association - Organization comprised solely of CFP licensees.
Columbus Financial Group - Financial planning and registered investment advisory services.
Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
Security Financial Services - Offers a full range of financial planning services.
Mary L. Sieger, CPA - Providing financial and tax services to individuals and small to mid-sized businesses.
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.
Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning.
Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
Lynch Financial Designs - Provides financial strategies for professionals, businesses and high net worth individuals
Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
CFP and S, L.L.P. - Provides investment and financial planning, as well as business planning services.
YouCanPlan.com - Offers financial plans developed by a CFP for a flat fee.
Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams.
Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
Jahn Investment Advisors - Specializing in the financial concerns of women.
Michael Pelletier, CFP - Financial planner offers financial advice to individuals and small businesses.
Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
Carol Gosho, CFP - Providing portfolio management and financial planning services.
Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
Zionsville Financial Planning, Inc. - Provides financial planning and investment advisory services.
Duncan H. Cooper, CFP - Offers estate, retirement, tax and investment planning throughout New England.
The Financial Advisors Group - Provides fee-only financial planning services and educational articles.
Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
CPA/PFS - The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS. Learn more about the CPA/PFS accreditation, the AICPA, and selected financial topics. Also find the names and locations of CPAs who have earned the PFS accreditation.
Total Asset Planning - Provides investment advisory and tax and estate planning services.
Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
Lexington Financial Management - Fee only financial planning firm based in Lexington, Massachusetts.
PartnersInWealth - Provides financial planning and investment services.
Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services.
Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
Robert Kauffunger, CFP - Offering fee-based financial advice.
Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
Thomas J. Hahn, CFP - Provides investment and retirement planning services.
Hershberger Financial Services - Offers comprehensive financial planning and investment services.
Fazio & Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
Miceli Financial Planning - Offering comprehensive financial planning and investment management services.
Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
Owens Financial - CFP provides portfolio management 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 retirment planning, and college funding.
Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
John M. Scherer, CFP - Comprehensive financial planning and advisory firm.
Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
Primary Planners, Inc. - Fee-only personal financial advisor.
Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
Total Management Group, Inc. - Certified financial planners and investment advisors.
Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
James R Johnson, CFP - Features portfolio management and financial planning services.
Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
Bond Financial Group - Christian investors and financial advisors in notes, receivables, mortgages, and equity capital.
Charis Financial - Fee-based financial planning for Christian families, businesses and ministries.
Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis.
Ringdahl Financial Advisors, Inc. - Offers a broad range of financial planning and consultation services.
Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
Ringdahl Financial Advisors, Inc. - Offers a broad range of financial planning and consultation services.
Cavok Financial Planning - Provides investment management and personal financial planning.
