Fee-Only Financial Planners
While we work with clients in 25 states, we recognize that some people may prefer to work with a local financial planner. As a result, we provide the resources below to help individuals and families in other parts of the country find like-minded advisors in their regions. All of these advisors are Fee-Only financial planners as we adamantly believe that this service model minimizes conflicts of interest and best aligns an advisor’s interests with the client’s interests. Importantly, we do not necessarily endorse these third party websites. We simply provide them as a resource and encourage you to use your personal discretion before purchasing products or services.