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.
- Tucson Fee Only Financial Advisor Alternative Investments – Financial Services in Arizona include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
- Phoenix and Scottsdale Fee Only CFP Fiduciary Financial Advisor Continuum Wealth Management is an independent, fee only fiduciary financial planning firm and registered investment advisor providing investment management, retirement planning and financial planning.
- Reh Wealth Advisors LLC, A Fee Only Advisor serving the Upland, Claremont, and La Verne areas-Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.
- Fee-Only Investment Advisor and Certified Financial Planner in Highlands Ranch, Denver, 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.
- 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
- 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.
- 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.
- CFP CPA Fee Only Financial Advisor Wealth Management Michigan – 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. NAPFA member since 2001.
- 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.
- 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.
- Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
- Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. . Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. www.leemgt.com
- Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only, independent financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs.
- Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.
- Blue Water Portfolios – Fee Only Financial Advisor serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh – Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in North Carolina. Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.
- 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