Financial Services Financial Planning Certified Financial Planners

Subcategories in Certified Financial Planners

Websites in this category

Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.

LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.

http://www.lpl.com/html/index.html

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/

Contour Financial Planning, LLC
Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.

http://contourfp.com/

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/

J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.

http://www.jpw.ca/

Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.

http://www.i-focus.co.za/

Financially Speaking, Inc.
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.

http://www.financiallyspeak.com/

CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.

http://www.canwealth.com/

Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.

http://independencefp.co.uk

Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.

http://home.flash.net/~kean/

Broussard Financial Group
Provides education for financial, investment and retirement planning.

http://www.broussardfinancialgroup.com/splash.cfm

R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.

http://www.pauleyfinancial.com/

Zionsville Financial Planning, Inc.
Provides financial planning services for individuals and small business. Features fee schedule and contact details.

http://zionsvillefinancial.com/

FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.

http://www.fsfinancialstrategies.com/

Claymore Financial Group
Features product and service overview, mailing list and financial links.

http://www.claymorefinancialgroup.com/

Investors Group Financial Services Inc.
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.

http://www.investorsleader.com/

Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational resources.

http://www.toalfinancial.com/

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/

Australian Financial Services Limited
Combines financial and estate planning services, insurance Retirement planning.

http://www.afsl.com.au/

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/

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/

Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.

http://www.mackensen.com/

Anthony Harding & Partners Limited
Specialising in investment planning and asset management services for private clients.

http://www.hardingpartners.co.uk/

Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.

http://buffcapital.com/

Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.

http://www.cooperms.com/

Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.

http://www.KringFinancial.com/

Richmond Financial Associates, Inc.
Focusing on investments, insurance, and money management.

http://www.richmondfinancialassoc.com

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/

Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.

http://www.mcapitalmgt.com/

Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.

http://www.faskc.com/

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/

Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.

http://www.stilesfinancial.com/

Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.

http://www.tuckerfinancialservices.com/

Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.

http://www.tax-finance.com/

Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.

http://www.galecki.com/

Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.

http://www.abepcs.com/

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

Professional Financial Strategies, Inc.
Providing fee-only wealth management services.

http://www.professionalfinancial.com/

Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.

http://www.normanfinancialplanning.com/

BG Financial
Specializes in providing fee-only financial planning and investment advice.

http://www.planningmadeeasy.com/

On Your Side, Inc.
Provides retirement planning strategies, cash flow spending plans, and college funding advice.

http://www.plannersonyourside.com/

Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.

http://www.clarityfinancialplanning.com/

Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.

http://www.cambridgefinancialgroup.com/

Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.

http://www.alden-capital.com/

Ross L. Marino CFP
Providing portfolio and wealth management services.

http://www.rossmarino.com/

Peterson Planning
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.

http://www.petersonplanning.com/

Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.

http://www.altiusfin.com/

Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.

http://www.sageadvisorygroup.com/

Blattel & Associates
Offers investment and retirement planning services.

http://www.blattels.com/

George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.

http://www.thefeeonlyplanner.com/

Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.

http://www.raymignone.com/

Personal Financial Solutions, Inc.
Offeringing portfolio management, investment advice and financial planning.

http://www.mypersonalfinancialsolutions.com/

Paul Knoblich: Certified Financial Planner
Retirement accumulation and distribution specialist.

http://www.paulknoblich.com/

Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.

http://www.herrcapital.com/

Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.

http://www.karenfolk.com/

Charis Financial
Fee-based financial planning for Christian families, businesses and ministries.

http://www.charisfinancial.com/

The Garrett Planning Network, Inc.
Provides fee-only financial planning and advice.

http://www.smartnewchoice.com/

Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.

http://www.robertsandfails.com/

James R Johnson, CFP
Features portfolio management and financial planning services.

http://www.financialdoc.com/

Financial Planning Group Inc.
Advisory firm providing portfolio management and financial planning services.

http://www.fpginc.com/

Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.

http://www.pollockplanning.com/

Premier Capital Advisors, Inc.
CFP providing investment advice and financial planning services.

http://www.premiercapitaladvisors.com/

John M. Scherer, CFP
Comprehensive financial planning and advisory firm.

http://www.trinfin.com/

Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.

http://www.stowefinancialplanning.com/

Modular Financial Solutions Inc.
Certified financial planner is a fee-only financial planning firm.

http://www.modularfinancial.com/

Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.

http://www.amesfinancial.com/

Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.

http://www.spinnakerfinancial.com/

Owens Financial
CFP provides portfolio management and financial planning services.

http://www.owens-financial.com/

Beck Financial Strategies, Inc.
Fee-based CFP firm provides life planning and financial planning services.

http://www.beckfs.com/

Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.

http://www.kielycapital.com/

Armstrong Financial Strategies
Provides financial planning, divorce planning and asset management.

http://www.armstrong-financial.com/

Thorne Asset Management, Inc.
Provides comprehensive financial planning and investment management services.

http://www.thorneasset.com/

PartnersInWealth
Provides financial planning and investment services.

http://www.partnersinwealth.com/

Ronald B. Wiser & Associates
Providing financial planning for individuals, businesses and organizations.

http://www.ronwiser.com/

Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.

http://www.joandsiegel.com/

Total Asset Planning
Provides investment advisory and tax and estate planning services.

http://www.total-asset-planning.com/

Parlan Financial Corp.
Provides fee-only financial planning, investment management and corporate seminars.

http://www.parlan.com/

Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.

http://www.capitalstrategiesinc.com/

Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.

http://www.lifetimefp.net/

Carol Gosho, CFP
Providing portfolio management and financial planning services.

http://www.carolgosho.com/

Jahn Investment Advisors
Specializing in the financial concerns of women.

http://www.lelajahn.com/

Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.

http://www.pfslink.com/

Financial Prep
Provides an exam prep for those taking the Level I, II, or III CFA exams.

http://www.financialprep.com/

Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.

http://www.protectassets.com/

Henrietta Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.

http://www.humphreysgroup.com/

JCS Financial Planning Services
Investment advisory firm providing portfolio management and financial planning.

http://www.jerrysneed.com/

Lassus Wherley and Associates, P.C.
Provides fee-only financial planning, investment management and tax preparation.

http://www.lassuswherley.com/

Security Financial Services
Offers a full range of financial planning services.

http://www.sfsplanning.com/

Columbus Financial Group
Financial planning and registered investment advisory services.

http://www.columbusfinancial.com/

Financial Planning Association
Organization comprised solely of CFP licensees.

http://www.fpanet.org/

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/

Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.

http://www.bpsfinancial.com/

Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.

http://www.financial-planning-mt.com/

Equitable Divorce Solutions, Inc.
Provides financial planning for clients experiencing the dissolution of their marriage.

http://www.divorceplan.net/

Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.

http://www.northstarfp.com

RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.

http://www.rbmfinancial.com

Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.

http://www.karenibach.com/

Wheeler Wealth Management, Inc.
Financial planning and investment advisory firm offering retirement and tax planning.

http://www.wheelerwealthmgmt.com/

Multop and Associates
Provides tax and financial planning services.

http://www.multop.com/

Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.

http://www.yeske.com/

Reid Tax Company
CFP assists with tax problems, estate planning and trusts.

http://www.reidtax.com/

Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.

http://www.rrsp.org/

The Rawls Company
Provides business succession planning services to capital intensive, family businesses.

http://www.rawlsco.com

Brady & Associates Financial Services
Provides personal financial planning services in Australia.

http://www.bradyassoc.com.au

Financial Planners Standards Council
The Canadian regulatory organization awarding the Certified Financial Planner designation.

http://www.cfp-ca.org/

Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.

http://www.feeonlyplanning.com

Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.

http://www.frostfinancial.com/

Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.

http://www.wealthmgt.com

Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.

http://www.stevemorris1.com/

David Twenhafel, CFP
Rockville, MD firm offers financial planning to people in the process of divorce.

http://www.divorce-and-money.com

David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.

http://martula.com

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