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NAPFA Affiliates

 
Regardless of where you live, we can work with you to help you move closer to your financial goals.  With the savvy use of technology, we can work together virtually as well as plan in-person meetings.  Our clients reside in over a dozen different states.

However, if you prefer a more local fee-only investment advisor, the following are members of the National Association of Personal Financial Advisors (NAPFA). 

NAPFA Affiliates
 

Financial Resources
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