Links to Other NAPFA Financial Advisors
COLORADO
Financial Planning & Investments Management for Women and Woman-Led Households. https://bwfinancialplanning.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. www.staibfinancialplanning.com
FLORIDA
Landmark Wealth Management LLC is an independent “Fee Only” U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida. https://landmarkwealthmgmt.com/
GEORGIA
Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning. www.sonasfp.com
Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta. www.Paramountia.com
ILLINOIS
Comprehensive financial planning and investment management. www.lifeplanningsolutions.net
LOUISIANA
Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. www.broussardfinancialgroup.com
MASSACHUSETTS
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. www.accessfinancialplanning.com
MARYLAND
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://provisionfinancialplanning.com/
Tax-Focused Retirement Planning and investment management. https://www.archfinancialadvisors.com/
MAINE
Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire. https://www.robinsonsmithwealth.com/
MINNESOTA
MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters. www.mjtassociates.com
Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances. https://www.pulsefinancialplanning.com/
MISSOURI
White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning. https://whitesandwealth.com/
NEW JERSEY
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://www.weingartenassociates.com/
Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey. https://financial-futures-llc.com/
NEW YORK
Clarity is a fee-only solo RIA that does AUM & project planning. www.clarityinv.com
Landmark Wealth Management LLC is an independent “Fee Only” U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida. https://landmarkwealthmgmt.com/
NORTH CAROLINA
We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC. www.ark-wealth.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. https://www.alphafa.com/
OHIO
Personalized, tax-smart, wealth management focused on enhancing your life and your wealth. f2wealth.com
Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning. www.steadyclimbfp.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://www.mygatewaymoney.com/
Flat-Fee retirement planning and investment management for people over 50. https://trulyprosperfp.com/
JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees. https://jgrfinancial.com/
TENNESSEE
Customized portfolio management for middle income retirees, pre-retirees, and families. www.RetirementPlanningSolutions.us
Financial Planning for Business Owners. www.efinancialalliance.com
We provide customized portfolio management for middle income retirees, pre-retirees, and families. www.RetirementPlanningSolutions.us
TEXAS
We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide. https://waymakerfp.com/
Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas. https://elgonfa.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/
Fee-Only (When You’re Up) Wealth Management. www.atxadvisors.com
VIRGINIA
We are a Fee-Only Investment Management and Financial Planning firm located in Richmond, VA. www.SummitFinancialPartnersRVA.com
RIA focused on retirement planning and equity compensation for individuals and families. www.stockplanadvisory.com
Eastern Shore Fee Only CFP(r). www.johnfiege.com
Fee Only Financial Planning and Wealth Management in Virginia. https://baycapitaladvice.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://manukafinancial.com/
We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes. BowenFinancial.com
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