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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
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- Capital Markets U.com Magazine
- Investor education for Main Street America
- CFP - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania
- Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA
- Fee Only CERTIFIED FINANCIAL PLANNER in Denver and Highlands Ranch, Colorado
- Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
- Fee Only Investment Advisor CERTIFIED FINANCIAL PLANNER Financial Advisor in Cincinnati, OH
- Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.
- Fee-Only CERTIFIED FINANCIAL PLANNER CFP Financial Advisor in Las Vegas and Summerlin, NV
- Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV.
- Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA
- TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.
- Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson
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Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV. - Fee-Only CFP Investment Advisor for retirement money in San Diego County
- A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds…
- Fee-Only CFP(TM) Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR
- Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
- Fee-Only Financial Advisor in San Diego County
- Charles L. Stanley CFP® ChFC AIF® provides estate planning and wealth management for clients throughout the United States. He is a Wealth Manager with Trovena, LLC, a SEC registered Investment Advisor with offices in La Jolla,CA; Redondo Beach, CA; and Roseland, NJ
- Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
- Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
- Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA...
- We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.
- Fee-only Independent Financial Advisor Massachusetts Certified Financial Planner
- Advocate Financial Management Registered Investment Advisory Firm located in Greater Boston serving Arlington Belmont Cambridge Lexington Winchester MA Timothy J. Haley CFP CPA fee only retirement planning investment management eldercare planning legacy and life planning Dimensional Fund Advisers DFA
- Fee-only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida
Paul R. Pignone, CFP, AIF, is Fee-only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a registered Investment Advisor, and Paul has over 25 years experience... - Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Investment Advisor...
- Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.
- Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado
- Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.
- Huntsville, Alabama Certified Financial Planner
- West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planners TM that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
- Independent Fee Only Advisor San Diego CERTIFIED FINANCIAL PLANNER practitioner
- The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
- Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL
- Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
- Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
- Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
- Maine fee-only CERTIFIED FINANCIAL PLANNER and investment management
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Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine. - Michael Pace, Independent Fee-Only CFP Financial Advisor in Seattle
- Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
- NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
- Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
- Portland Financial Planning Group (Portland, ME)
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Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance. - Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area
- Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge.
- Seattle, Washington. King County, Eastside Fee-Only Investment Management & Financial Planning Redmond, Bellevue, Kirkland, Woodinville, Bothell WA
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Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions). Our clients are nationwide. - Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO
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We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions. - Vintage Financial Services, LLC
Vintage Financial Services, LLC is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services. http://www.vintagefs.com
Financial Resources
DISCLOSURE: At certain places on this Colleen Weber CPA LLC Internet site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Colleen Weber CPA LLC. Colleen Weber CPA LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Colleen Weber CPA LLC. |
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©2010 Colleen Weber CPA LLC. All rights reserved.
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