ARIZONA
● https://aiofinancial.com/
AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
● https://aiofinancial.com/
Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
CALIFORNIA
● http://endeavorplanning.com/
Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
● https://rothmaninvest.com/
We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment.
● http://www.portsalus.com/
Navigating your way to Financial Security, Prosperity, Health and Wellbeing
● https://www.pointlomaadvisors.com/
Financial planning and asset management firm focused on military, engineers, and child-free.
● https://tabr.net/
TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
COLORADO
● https://bwfinancialplanning.com/
FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR WOMEN AND WOMEN-LED HOUSEHOLDS
● https://www.staibfinancialplanning.com/
We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US
GEORGIA
● https://www.sonasfp.com/
Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
● https://www.paramountia.com/
Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
ILLINOIS
● https://www.lifeplanningsolutions.net/
Comprehensive financial planning and investment management
LOUSIANA
● https://broussardfinancialgroup.com/
Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
MASSACHUSETTS
● https://accessfinancialplanning.com/
Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
MARYLAND
● https://provisionfinancialplanning.com/
Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
● https://www.archfinancialadvisors.com/
Tax-Focused Retirement Planning and investment management
● https://www.robinsonsmithwealth.com/
Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
MISSOURI
● https://mjtassociates.com/
MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
MINNESOTA
● https://www.pulsefinancialplanning.com/
Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
MONTANA
● https://whitesandwealth.com/
White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.
NORTH CAROLINA
● https://ark-wealth.com/
We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
● https://www.alphafa.com/
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.
NEW JERSEY
● https://www.weingartenassociates.com/
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
● https://financial-futures-llc.com/
Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
NEW YORK
● https://clarityinv.com/
Clarity is a fee-only solo RIA that does AUM & project planning.
OHIO
● https://www.f2wealth.com/
Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
● https://www.steadyclimbfp.com/
Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
● https://www.mygatewaymoney.com/
Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.
● https://trulyprosperfp.com/
Flat-Fee retirement planning and investment management for people over 50.
● https://jgrfinancial.com/
JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
TENNESSEE
● https://www.retirementplanningsolutions.us/
Customized portfolio management for middle income retirees, pre-retirees, and families.
● https://www.efinancialalliance.com/
Financial Planning for Business Owners
● https://www.retirementplanningsolutions.us/
We provide customized portfolio management for middle income retirees, pre-retirees, and families
TEXAS
● https://waymakerfp.com/
We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
● https://elgonfa.com/
Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas
● https://nsfinancialtransitions.com/
From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
● https://nsfinancialtransitions.com/
From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
● https://www.atxadvisors.com/
Fee-Only (When You’re Up) Wealth Management
VIRGINIA
● https://summitfinancialpartnersrva.com/
We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA
● https://stockplanadvisory.com/
RIA focused on retirement planning and equity compensation for individuals and families.
● http://www.johnfiege.com/
Eastern Shore Fee Only CFP(r)
● https://baycapitaladvice.com/
Fee Only Financial Planning and Wealth Management in Virginia
● https://manukafinancial.com/
At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.
● https://bowenfinancial.com/
We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.