| Directory > Business > Financial Services > Financial Planning > Certified Financial Planners D. Scott Neal, Inc.
Offering financial planning and investment advisory services, including insurance planning, risk
management, budgeting, income tax and college planning, education funds, debt and money management.
http://www.dsneal.com/
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Contour Financial Planning, LLC
Provides hourly financial planning services and investment advice. Contains company information,
and articles of financial education.
http://contourfp.com/
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Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations.
Description of services and contact details.
http://www.objectiveadvisors.com/
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J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links,
planning strategies, and investment calculators.
http://www.jpw.ca/
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Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
http://www.i-focus.co.za/
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Financially Speaking, Inc.
Offers retirement, tax, estate, and investment planning services. Specializes in investment
policies for individuals and institutional investors.
http://www.financiallyspeak.com/
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Amy L. Whitlatch
Providing fee-only financial planning and analysis for individuals in the process of divorce and
other transitions.
http://www.amywhitlatch.com/
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CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
http://www.canwealth.com/
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Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international
community.
http://independencefp.co.uk
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FPAnet.org - Find a CFP® Professional
The FPA has compiled the information in this referral directory from materials submitted by its
members and cannot guarantee its accuracy, reliability or completeness.
http://www.fpanet.org/plannersearch/plannersearch.cfm
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Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.
http://home.flash.net/~kean/
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Broussard Financial Group
Provides education for financial, investment and retirement planning.
http://www.broussardfinancialgroup.com/splash.cfm
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R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
http://www.pauleyfinancial.com/
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Armstrong MacIntyre & Severns, Inc.
Offers financial planning, portfolio management and retirement planning services.
http://www.amsindc.com/
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The Main Street Group, Ltd
Offers full range of financial planning products and services.
http://www.themainstreetgroup.com/
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Zionsville Financial Planning, Inc.
Provides financial planning services for individuals and small business. Features fee schedule and
contact details.
http://zionsvillefinancial.com/
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FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and
investment advisory. Financial articles and links.
http://www.fsfinancialstrategies.com/
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Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management
services.
http://www.tasselcapital.com/
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Global Partners Securities, Inc.
Offers portfolio and asset management, equity trading, research and market analysis.
http://www.gp-securities.com/
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Claymore Financial Group
Features product and service overview, mailing list and financial links.
http://www.claymorefinancialgroup.com/
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Investors Group Financial Services Inc.
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals'
profiles and articles.
http://www.investorsleader.com/
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Leonard Wealth Management, Inc.
Providing fee only financial and estate planning, investment management services. Features company
information and an archive of publications.
http://www.scottleonard.com/
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Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational
resources.
http://www.toalfinancial.com/
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Desert Valley Financial Planning, LLC
Provides fee-only financial planning and life planning. Includes hourly, project-based, and
retainer services. Links to related Web resources.
http://www.dvfp.com/
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Australian Financial Services Limited
Combines financial and estate planning services, insurance Retirement planning.
http://www.afsl.com.au/
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Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management.
Provides quaterly investment reviews, research data and industry news.
http://www.bransonfowlkes.com/
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Hatch & Muir
Provides advice and solutions in the areas of financial, retirement and estate planning.
Specializes in severance and early retirement situations. Features investments and retirement
savings calculators.
http://www.hatchmuir.com/
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Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family
office services. Features quaterly market commentaries.
http://www.jonathansmith.com/
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Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and
information on public workshops.
http://www.mackensen.com/
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Anthony Harding & Partners Limited
Specialising in investment planning and asset management services for private clients.
http://www.hardingpartners.co.uk/
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Buff Capital Management
Providing financial planning and asset management services. Features articles and links to
financial resources and services.
http://buffcapital.com/
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Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab
Institutional.
http://www.cooperms.com/
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Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and
education.
http://www.KringFinancial.com/
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Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
http://www.pacwealth.com/
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Richmond Financial Associates, Inc.
Focusing on investments, insurance, and money management.
http://www.richmondfinancialassoc.com
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Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services.
Features a list of offering products, links to financial resources.
http://barriosfinancial.com/
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Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio
management.
http://www.mcapitalmgt.com/
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Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting
services.
http://www.faskc.com/
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Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in
retirement plans and college financial planning.
http://www.starksfinancial.com/
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Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including
412(i) plans.
http://www.stilesfinancial.com/
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Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and
retirees.
http://www.tuckerfinancialservices.com/
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Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
http://www.tax-finance.com/
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David Dagley, CFP
Windsor, Ontario. Specializing in comprehensive written financial plans.
http://www.david-dagley.com/
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Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
http://www.joelisaacson.com/
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The Sudden Money Center
Helps recipients of financial windfalls with their new financial position.
http://www.suddenmoney.net/
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Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
http://www.galecki.com/
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Beeman & Johnson Asset Planning
Provides retirement and estate planning, investment management and insurance analysis.
http://www.beemanandjohnson.com/pages/index.htm?SPID=11928&OrgID=563
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Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
http://www.abepcs.com/
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Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
http://www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483
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Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
http://www.professionalfinancial.com/
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Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.
http://www.normanfinancialplanning.com/
Reviews Rating: Not yet Rated
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BG Financial
Specializes in providing fee-only financial planning and investment advice.
http://www.planningmadeeasy.com/
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Integrated Financial Strategies
Offers investments, divorce planning, wealth management, and retirement planning.
http://www.ifslegacy.com/
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On Your Side, Inc.
Provides retirement planning strategies, cash flow spending plans, and college funding advice.
http://www.plannersonyourside.com/
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Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
http://www.focusfinancial.com/
Reviews Rating: Not yet Rated
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Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.
http://www.clarityfinancialplanning.com/
Reviews Rating: Not yet Rated
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Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
http://www.cambridgefinancialgroup.com/
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Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
http://www.alden-capital.com/
Reviews Rating: Not yet Rated
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Ross L. Marino CFP
Providing portfolio and wealth management services.
http://www.rossmarino.com/
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G. Eric Faddis, CFP
Provides financial advice to professionals, small business owners, retirees and individuals.
http://www.ericfaddis.com/
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Peterson Planning
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
http://www.petersonplanning.com/
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Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
http://www.altiusfin.com/
Reviews Rating: Not yet Rated
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ACS Financial Advisors
Fee-only financial and wealth management firm.
http://www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296
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Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.
http://www.sageadvisorygroup.com/
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Blattel & Associates
Offers investment and retirement planning services.
http://www.blattels.com/
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Our Life Savings.com
Specializes in retirement and investment planning services.
http://www.ourlifesavings.com/
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George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
http://www.thefeeonlyplanner.com/
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Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.
http://www.raymignone.com/
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Houston Financial Planning
Offers retirement, college, investment and estate planning services.
http://www.houstonfinancialplanning.com/
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Personal Financial Solutions, Inc.
Offeringing portfolio management, investment advice and financial planning.
http://www.mypersonalfinancialsolutions.com/
Reviews Rating: Not yet Rated
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AIS Financial Services, L.L.C.
Financial planning for the individual or small business, including investments and insurance.
http://www.aisfinancial.com/
Reviews Rating: Not yet Rated
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Paul Knoblich: Certified Financial Planner
Retirement accumulation and distribution specialist.
http://www.paulknoblich.com/
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Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
http://www.herrcapital.com/
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Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
http://www.karenfolk.com/
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Charis Financial
Fee-based financial planning for Christian families, businesses and ministries.
http://www.charisfinancial.com/
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Bond Financial Group
Christian investors and financial advisors in notes, receivables, mortgages, and equity capital.
http://www.bondfinancial.com/index.htm
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The Garrett Planning Network, Inc.
Provides fee-only financial planning and advice.
http://www.smartnewchoice.com/
Reviews Rating: Not yet Rated
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Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.
http://www.robertsandfails.com/
Reviews Rating: Not yet Rated
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James R Johnson, CFP
Features portfolio management and financial planning services.
http://www.financialdoc.com/
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Financial Planning Group Inc.
Advisory firm providing portfolio management and financial planning services.
http://www.fpginc.com/
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Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
http://www.pollockplanning.com/
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Premier Capital Advisors, Inc.
CFP providing investment advice and financial planning services.
http://www.premiercapitaladvisors.com/
Reviews Rating: Not yet Rated
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John M. Scherer, CFP
Comprehensive financial planning and advisory firm.
http://www.trinfin.com/
Reviews Rating: Not yet Rated
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Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
http://www.stowefinancialplanning.com/
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John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
http://www.castlefinancialadvisors.com/
Reviews Rating: Not yet Rated
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Modular Financial Solutions Inc.
Certified financial planner is a fee-only financial planning firm.
http://www.modularfinancial.com/
Reviews Rating: Not yet Rated
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Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
http://www.amesfinancial.com/
Reviews Rating: Not yet Rated
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Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and
CFPs.
http://www.spinnakerfinancial.com/
Reviews Rating: Not yet Rated
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Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
http://www.stevegfinancial.com/
Reviews Rating: Not yet Rated
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Owens Financial
CFP provides portfolio management and financial planning services.
http://www.owens-financial.com/
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Beck Financial Strategies, Inc.
Fee-based CFP firm provides life planning and financial planning services.
http://www.beckfs.com/
Reviews Rating: Not yet Rated
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Miceli Financial Planning
Offering comprehensive financial planning and investment management services.
http://www.salmiceli.com/
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Hershberger Financial Services
Offers comprehensive financial planning and investment services.
http://www.hershbergerfinancial.com/
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Thomas J. Hahn, CFP
Provides investment and retirement planning services.
http://www.myhdvest.com/thomashahn
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Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
http://www.kielycapital.com/
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Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
http://www.bestplanners.com/
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Armstrong Financial Strategies
Provides financial planning, divorce planning and asset management.
http://www.armstrong-financial.com/
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Thorne Asset Management, Inc.
Provides comprehensive financial planning and investment management services.
http://www.thorneasset.com/
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PartnersInWealth
Provides financial planning and investment services.
http://www.partnersinwealth.com/
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Lexington Financial Management
Fee only financial planning firm based in Lexington, Massachusetts.
http://www.cash-planner.com/
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Ronald B. Wiser & Associates
Providing financial planning for individuals, businesses and organizations.
http://www.ronwiser.com/
Reviews Rating: Not yet Rated
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Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
http://www.joandsiegel.com/
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Falcon Financial Management, Inc.
Provides financial planning, management, and investment services.
http://www.ffmonline.net/
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Total Asset Planning
Provides investment advisory and tax and estate planning services.
http://www.total-asset-planning.com/
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Parlan Financial Corp.
Provides fee-only financial planning, investment management and corporate seminars.
http://www.parlan.com/
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The Financial Advisors Group
Provides fee-only financial planning services and educational articles.
http://www.yourfinancialdoctors.com/
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Duncan H. Cooper, CFP
Offers estate, retirement, tax and investment planning throughout New England.
http://www.newenglandfinancialplanner.com/
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Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
http://www.capitalstrategiesinc.com/
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Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
http://www.lifetimefp.net/
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Carol Gosho, CFP
Providing portfolio management and financial planning services.
http://www.carolgosho.com/
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Michael Pelletier, CFP
Financial planner offers financial advice to individuals and small businesses.
http://www.lpl.com/pelletier.maccausland
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Jahn Investment Advisors
Specializing in the financial concerns of women.
http://www.lelajahn.com/
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Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
http://www.pfslink.com/
Reviews Rating: Not yet Rated
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Financial Prep
Provides an exam prep for those taking the Level I, II, or III CFA exams.
http://www.financialprep.com/
Reviews Rating: Not yet Rated
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Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
http://www.protectassets.com/
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Henrietta Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
http://www.humphreysgroup.com/
Reviews Rating: Not yet Rated
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JCS Financial Planning Services
Investment advisory firm providing portfolio management and financial planning.
http://www.jerrysneed.com/
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Lassus Wherley and Associates, P.C.
Provides fee-only financial planning, investment management and tax preparation.
http://www.lassuswherley.com/
Reviews Rating: Not yet Rated
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Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
http://www.planner4u.com/
Reviews Rating: Not yet Rated
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Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
http://www.kooman.com/
Reviews Rating: Not yet Rated
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W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
http://www.coffmanadvisors.com/
Reviews Rating: Not yet Rated
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Security Financial Services
Offers a full range of financial planning services.
http://www.sfsplanning.com/
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Columbus Financial Group
Financial planning and registered investment advisory services.
http://www.columbusfinancial.com/
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Financial Planning Association
Organization comprised solely of CFP licensees.
http://www.fpanet.org/
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Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
Focusing on the investing needs of retirees and soon-to-be retirees.
http://www.michaeldallas.com/
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Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.
http://www.bpsfinancial.com/
Reviews Rating: Not yet Rated
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Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
http://www.rewacker.com/
Reviews Rating: Not yet Rated
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Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
http://www.financial-planning-mt.com/
Reviews Rating: Not yet Rated
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Equitable Divorce Solutions, Inc.
Provides financial planning for clients experiencing the dissolution of their marriage.
http://www.divorceplan.net/
Reviews Rating: Not yet Rated
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Capitol Financial Group, Inc.
Provides financial planning services and investment products.
http://www.capitolfinancial.net/
Reviews Rating: Not yet Rated
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Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
http://www.northstarfp.com
Reviews Rating: Not yet Rated
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Global Financial Advisors, Inc.
A fee-only financial planning and investment advisory firm.
http://www.global-advisor.com
Reviews Rating: Not yet Rated
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Advisors Financial Group
Full service fee-oriented financial planning.
http://www.advisorsfinancialgroup.net
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RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
http://www.rbmfinancial.com
Reviews Rating: Not yet Rated
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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.
http://www.napfa.com/
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Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
http://www.karenibach.com/
Reviews Rating: Not yet Rated
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Wheeler Wealth Management, Inc.
Financial planning and investment advisory firm offering retirement and tax planning.
http://www.wheelerwealthmgmt.com/
Reviews Rating: Not yet Rated
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Multop and Associates
Provides tax and financial planning services.
http://www.multop.com/
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Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
http://www.yeske.com/
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Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
http://www.reidtax.com/
Reviews Rating: Not yet Rated
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George H. Coughlin II, CFP
Provides financial and IRA planning services.
http://www.iraplanning.com
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Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
http://www.rrsp.org/
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The Rawls Company
Provides business succession planning services to capital intensive, family businesses.
http://www.rawlsco.com
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Brady & Associates Financial Services
Provides personal financial planning services in Australia.
http://www.bradyassoc.com.au
Reviews Rating: Not yet Rated
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Financial Planners Standards Council
The Canadian regulatory organization awarding the Certified Financial Planner designation.
http://www.cfp-ca.org/
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Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
http://www.feeonlyplanning.com
Reviews Rating: Not yet Rated
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The Jentner Financial Group
Certified personal wealth managers.
http://www.jentner.com
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Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.
http://www.frostfinancial.com/
Reviews Rating: Not yet Rated
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Fred Meyer, CFP
Fee-only financial planning and investment advisory firm.
http://www.fredmeyerplanning.com/
Reviews Rating: Not yet Rated
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Budros & Ruhlin, Inc.
Provides financial planning and investment management services on a fee-only basis.
http://www.budrosandruhlin.com/
Reviews Rating: Not yet Rated
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Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
http://www.wealthmgt.com
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Alexandria Financial Associates, Ltd.
SEC-registered firm provides fee-only financial planning.
http://www.afaWealth.com
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CFP Board of Standards
Offers the latest information on financial planning both to the public and pratitioners.
http://www.cfp-board.org/
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Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.
http://www.stevemorris1.com/
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David Twenhafel, CFP
Rockville, MD firm offers financial planning to people in the process of divorce.
http://www.divorce-and-money.com
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David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
http://martula.com
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