Financial Links

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.

Financial & Investment Links – General

• National Association of Personal Financial Advisors (NAPFA) – Official website of NAPFA where you can search for Fee-Only financial advisors in different regions of the country.
• Financial Advisors and Conflicts of Interest – A resource to understand the importance of the fiduciary standard and Fee-Only service model.

Other NAPFA Fee-Only Financial Advisors

Arizona

• 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.

Colorado

• 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. Their financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning.

Illinois

• Johnston Investment Counsel.  With Caterpillar in their home town, JIC serves 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. They 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.

Michigan

• CFP CPA Fee Only Financial Advisor Wealth Management Tax Expert Ann Arbor & Detroit area Michigan NAPFA. 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.

Minnesota

• Phillip James Financial is a Comprehensive Financial Planning company located in Plymouth Minnesota. They provide fee only financial planning, investment help, and wealth management services. They are a Fiduciary for their clients. Phillip Christenson and James Sexton are the owners/advisors.

Nevada

• CFP Certified Financial Advisors in Las Vegas. Finacuity is a fee only fiduciary financial advisor firm specializing in comprehensive wealth management and financial planning for Clark County PERS employees.

New Jersey

• Fee Only Fiduciary Financial Advisor in Monmouth County, NJ. Financial Futures is a fee only financial planning firm serving clients in Monmouth County (Wall, Brielle, Manasquan, Sea Girt, Howell, Jackson, Colts Neck), Ocean County (Brick) and Mercer County, NJ.

New York

• Long Island Fee Only Financial Advisor – Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

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 its clients’ best interests first. They 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, they rebel against the ordinary and proudly stand apart from the majority of the financial industry.

Texas

• Fee-Only Certified Financial Planner, Frisco, TX.  Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

• NAPFA Adviser Fee Only Financial Services in Texas Financial services offered in-person or virtually for clients across the country. WildBlue helps clients balance their cash flow needs with their long-term goals so that they can fulfill their desires for travel or life abroad. They are fee-only fiduciary advisers with clients’ needs always on the forefront.