Log in to access ShareFile

Forgot your password? powered by Citrix ShareFile
ACap Asset Management
Protecting Your Financial Health
As Seen In
  • The Wall Street Journal
  • Kiplinger
  • FIdelity
  • AdviceIQ
  • USA Today
  • The Washington Post
  • Nasdaq
  • Reuters
  • Investment News
  • Business Insider
  • The Huffington Post
  • Money
  • Yahoo Finance
  • Christian Science Mentor
  • credit.com
  • Physicians Practice
  • NerdWallet
  • El Nuevo Herald
Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Links & Resources

ACap Asset Management is a Fee Only registered investment advisory firm specializing in working with healthcare professionals. We are proud of the outstanding financial services we provide our clients. As a member of NAPFA, we believe every investor should have access to a Fee Only advisor. Though we do have clients all over the United States, if you’d prefer to work with someone in your area, we have provided a list of resources here. This list does not constitute a recommendation of services, so please do your due diligence in choosing a financial advisor.

 

Arizona

California

Colorado

Illinois 

  • With Caterpillar in our home town, we serve clients in Peoria, Illinois, central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. We hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience. Johnston Investment Counsel www.jicinvest.com

Ohio

  • Fee Only Financial Advisors in Columbus Ohio – rebel Financial. Rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

Maine

  • Portland Financial Planning Group, LLC – Maine fee-only advisors – Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Michigan

Minnesota 

  • Phillip James Financial is an investment management and financial planning company located in Plymouth Minnesota. Their website is PhillipJamesFinancial.com. We believe your goals should guide how we invest which is why we believe in Investing with Purpose. Phillip Christenson is one of the owners and financial advisor. His website is Phillipchristenson.net.

Nevada

  • Financial Planners in Las Vegas – Finacuity is a fee only fiduciary financial planning firm specializing in wealth management and investment management for firefighters and police.

New York

North Carolina

Washington

  • Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com

 

Share This Page: