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Home / Business / Financial Services / Financial Planning / Certified Financial Planners
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Web Sites
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- Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
www.abepcs.com
- ACS Financial Advisors - Fee-only financial and wealth management firm.
www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296
- Advisors Financial Group - Full service fee-oriented financial planning.
www.advisorsfinancialgroup.net
- AIS Financial Services, L.L.C. - Financial planning for the individual or small business, including investments and insurance.
www.aisfinancial.com
- Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
www.alden-capital.com
- Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning.
www.afaWealth.com
- Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
www.altiusfin.com
- Ames Financial Services - Provides insurance services, investment and retirment planning, and college funding.
www.amesfinancial.com
- Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
www.armstrong-financial.com
- Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
www.amsindc.com/pages
- Ashton Financial Services - Provider of fee-only financial, estate and investment planning services.
home.sprintmail.com/~paulfcw
- Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483
- Barrington Financial Advisors - Certified financial planners providing fee-based investment advisory services.
www.bfahouston.com
- Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
www.beckfs.com
- Beeman & Johnson Asset Planning - Provides retirement and estate planning, investment management and insurance analysis.
www.beemanandjohnson.com/pages/index.htm?SPID=11928&OrgID=563
- Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
www.bpsfinancial.com
- BG Financial - Specializes in providing fee-only financial planning and investment advice.
www.planningmadeeasy.com
- Blattel & Associates - Offers investment and retirement planning services.
www.blattels.com
- Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
www.stowefinancialplanning.com
- Bond Financial Group - Christian investors and financial advisors in notes, receivables, mortgages, and equity capital.
www.bondfinancial.com/index.htm
- Brady & Associates Financial Services - Provides personal financial planning services in Australia.
www.bradyassoc.com.au
- Broussard Financial Group - Provides education for financial, investment and retirement planning.
www.bfg.nylagents.com
- Budros & Ruhlin, Inc. - Provides financial planning and investment management services on a fee-only basis.
www.budrosandruhlin.com
- Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
www.bestplanners.com
- Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
www.cambridgefinancialgroup.com
- Capital Investment Strategies, Inc. - Chicago-based firm provides estate and investment management.
www.askacfp.com/cis
- Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
www.capitalstrategiesinc.com
- Capitol Financial Group, Inc. - Provides financial planning services and investment products.
www.capitolfinancial.net
- Carol Gosho, CFP - Providing portfolio management and financial planning services.
www.carolgosho.com
- CFP and S, L.L.P. - Provides investment and financial planning, as well as business planning services.
www.cfpsllp.com
- CFP Board of Standards - Offers the latest information on financial planning both to the public and pratitioners.
www.cfp-board.org
- Charis Financial - Fee-based financial planning for Christian families, businesses and ministries.
www.charisfinancial.com
- Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
www.clarityfinancialplanning.com
- Columbus Financial Group - Financial planning and registered investment advisory services.
www.columbusfinancial.com
- Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
www.feeonlyplanning.com
- CPA/PFS - The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS. Learn more about the CPA/PFS accreditation, the AICPA, and selected financial topics. Also find the names and locations of CPAs who have earned the PFS accreditation.
www.cpapfs.org
- David Steiner, CFP, CDP - Provides divorce financial planning in New Jersey and Maryland.
www.divorceconsultant.com
- David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
martula.com
- David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
www.divorce-and-money.com
- Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
www.rrsp.org
- Dr. O'Neill, CFP - Offers financial planning, asset management and investment advisory services.
www.qsoinvest.com
- Duncan H. Cooper, CFP - Offers estate, retirement, tax and investment planning throughout New England.
www.newenglandfinancialplanner.com
- Equitable Divorce Solutions, Inc. - Provides financial planning for clients experiencing the dissolution of their marriage.
www.divorceplan.net
- Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
www.ffmonline.net
- Fazio & Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
www.faziocfp.com
- Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
www.cfp-ca.org
- Financial Planning Association - Organization comprised solely of CFP licensees.
www.fpanet.org
- Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
www.fpginc.com
- Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams.
www.financialprep.com
- Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
www.focusfinancial.com
- Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis.
www.karenfolk.com
- Fred Meyer, CFP - Fee-only financial planning and investment advisory firm.
www.fredmeyerplanning.com
- Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
www.frostfinancial.com
- G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
www.ericfaddis.com
- George H. Coughlin II, CFP - Provides financial and IRA planning services.
www.iraplanning.com
- George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
www.thefeeonlyplanner.com
- Global Financial Advisors, Inc. - A fee-only financial planning and investment advisory firm.
www.global-advisor.com
- Greg Morris, CFP - Provides an array of financial planning and advisory services.
www.gregmorriscfp.com
- Haywood Associates - Provides investment management and estate and business planning.
www.haywoodassociates.com
- Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
www.humphreysgroup.com
- Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
www.herrcapital.com
- Hershberger Financial Services - Offers comprehensive financial planning and investment services.
www.hershbergerfinancial.com
- Houston Financial Planning - Offers retirement, college, investment and estate planning services.
www.houstonfinancialplanning.com
- I B Malitz & Associates - Provides comprehensive fee-only financial planning.
www.ibmalitz.com
- Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
www.ifslegacy.com
- Jahn Investment Advisors - Specializing in the financial concerns of women.
www.lelajahn.com
- James R Johnson, CFP - Features portfolio management and financial planning services.
www.financialdoc.com
- JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning.
www.jerrysneed.com
- Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
www.michaeldallas.com
- Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
www.joandsiegel.com
- Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
www.joelisaacson.com/f_whatwedo.htm
- John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
www.castlefinancialadvisors.com
- John M. Scherer, CFP - Comprehensive financial planning and advisory firm.
www.trinfin.com
- Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
www.karenibach.com
- Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
www.flash.net/~kean
- Key Group Advisors II, LLC - Provides investment advice, retirement planning, education planning and asset allocation.
www.rjnj.com
- Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
www.kielycapital.com
- Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
www.kooman.com
- Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
www.planner4u.com
- Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
www.lassuswherley.com
- Lexington Financial Management - Fee only financial planning firm based in Lexington, Massachusetts.
www.cash-planner.com
- Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
www.lifetimefp.net
- Lynch Financial Designs - Provides financial strategies for professionals, businesses and high net worth individuals
www.lynchfinancialdesigns.com
- Mary L. Sieger, CPA - Providing financial and tax services to individuals and small to mid-sized businesses.
www.msiegercpa.com
- Merrithew & Thorsten, Inc. - Provides fee-only retirement and financial planning services.
www.plan4fee.com/Advisors/plan4fee
- Miceli Financial Planning - Offering comprehensive financial planning and investment management services.
www.salmiceli.com
- Michael Pelletier, CFP - Financial planner offers financial advice to individuals and small businesses.
www.lpl.com/pelletier.maccausland
- Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
www.modularfinancial.com
- Multop and Associates - Provides tax and financial planning services.
www.multop.com
- National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
www.napfa.com
- Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
www.protectassets.com
- Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning.
www.normanfinancialplanning.com
- Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
www.northstarfp.com
- Ohana Financial Services - Provides a full array of fee-only financial services to individuals and businesses.
www.ohanafinancial.com
- On Your Side, Inc. - Provides retirement planning strategies, cash flow spending plans, and college funding advice.
www.plannersonyourside.com
- Our Life Savings.com - Specializes in retirement and investment planning services.
www.ourlifesavings.com
- Owens Financial - CFP provides portfolio management and financial planning services.
www.owens-financial.com
- Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
www.parlan.com
- PartnersInWealth - Provides financial planning and investment services.
www.partnersinwealth.com
- Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
www.paulknoblich.com
- Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
www.mypersonalfinancialsolutions.com
- Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
www.petersonplanning.com
- Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
www.pfslink.com
- Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
www.pollockplanning.com
- Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
www.premiercapitaladvisors.com
- Primary Planners, Inc. - Fee-only personal financial advisor.
www.primaryplanners.com
- Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
www.professionalfinancial.com
- R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
www.doug.pauley.com
- Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
www.raymignone.com
- RBM Financial Ltd. - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
www.rbmfinancial.com
- Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
www.reidtax.com
- Ringdahl Financial Advisors, Inc. - Offers a broad range of financial planning and consultation services.
www.ringdahl-financial-advisors.com
- Robert Kauffunger, CFP - Offering fee-based financial advice.
www.kauffunger.com
- Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
www.rewacker.com
- Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
www.robertsandfails.com
- Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
www.ronwiser.com
- Ross L. Marino CFP - Providing portfolio and wealth management services.
www.rossmarino.com
- Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
www.sageadvisorygroup.com
- Security Financial Services - Offers a full range of financial planning services.
www.sfsplanning.com
- Spencer Capital Strategies Inc. - Offers general financial planning, financial coaching and monitoring, and divorce planning.
spencer.wbo.net
- Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
www.spinnakerfinancial.com
- Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
www.stevegfinancial.com
- Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
www.financial-planning-mt.com
- Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
www.stevemorris1.com
- The Financial Advisors Group - Provides fee-only financial planning services and educational articles.
www.yourfinancialdoctors.com
- The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
www.smartnewchoice.com
- The Jentner Financial Group - Certified personal wealth managers.
www.jentner.com
- The Rawls Company - Provides business succession planning services to capital intensive, family businesses.
www.rawlsco.com
- The Sudden Money Center - Helps recipients of financial windfalls with their new financial position.
www.suddenmoney.net/index.shtml
- Thea D. Glazer, CFP - Provides financial planning services to married couples and divorcees.
www.befinanciallysmart.com
- Thomas J. Hahn, CFP - Provides investment and retirement planning services.
www.myhdvest.com/thomashahn
- Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services.
www.thorneasset.com
- Total Asset Management, Inc. - Providing fee-based portfolio management and financial planning for the individual investor.
www.4-tam-ria.com
- Total Asset Planning - Provides investment advisory and tax and estate planning services.
www.total-asset-planning.com
- Total Management Group, Inc. - Certified financial planners and investment advisors.
www.tmgadvisors.com/pages/f_about.htm
- Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
www.finance-tax.com
- W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
www.coffmanadvisors.com
- Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
www.wealthmgt.com
- Wealth Preservation Strategies - Offers asset protection and estate tax planning services.
www.taxstrategy.com/home.shtml
- Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
www.wheelerwealthmgmt.com
- Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
www.yeske.com
- YouCanPlan.com - Offers financial plans developed by a CFP for a flat fee.
www.youcanplan.com
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