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Other NAPFA Advisors

It is our understanding that these advisors are fee-only advisors who are members of the National Association of Personal Financial Advisors (www.napfa.org), a national association that limits its membership to fee-only advisors. This list, as well as a search at www.napfa.org, should be helpful to provide advisors to consider engaging. Be sure to review more than one advisor before you make your decision and do not rely solely on this list. Posey Capital Management Inc. does not endorse or take responsibility for the services provided by any of these advisors. By reading this, you agree that we give no warranties or representations concerning their services or the accuracy of any information in their websites.

Arizona, Scottsdale. Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Arizona. Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.
http://www.wealth-engineering.com

California, Orange County. Fee-Only Certified Financial Planner, 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.
http://www.tabr.net

California, Sacramento. Sierra Wealth Advisors - Fee-Only Certified Financial Planner and Independent Investment Advisor in Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards.
http://www.sierrawealth.com

California, San Diego. San Diego Fee Only Advisor Independent Certified Financial Planner practitioner Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.
http://www.sandiegofeeonly.com

California, Santa Cruz. Independent, Fee-Only Financial Advisor and Certified Financial Planner professional in Portland, Oregon and Santa Cruz, California. Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
http://www.maascapital.com

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado. Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
http://www.staibfinancialplanning.com

Florida, Tampa. Fee-Only Certified Financial Planner Investment Advisor in Tampa Florida. Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP EA has more than 30 years experience and is a NAPFA-registered, independent financial planner.
http://www.floridafinancialadvisors.com

Florida; New Hampshire. Fee-Only, Certified Financial Planner, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida. Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL. Paul R. Pignone, CFP, AIF, is a 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.
http://investwithpaul.com

Georgia, Atlanta. Atlanta Wealth Management Thornton Wealth Management is a Fee-Only Wealth Management Firm in Atlanta, Georgia. We serve a select group of clients and work with them to make the most of their one life.
http://www.thorntonwealth.com

Georgia, Atlanta. Minerva Planning Group - Fee Only Financial Planner in Atlanta. Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
http://www.minervaplanninggroup.com

Illinois, Chicago. Fee-Only Independent Financial Advisor in Chicago Long & Associates is a Fee-Only financial planning firm with Certified Financial Planner™ Professionals in Chicago, IL.
http://www.longfinancialplanning.com

Illinois, New Berlin/Springfield. Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) ... Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a Certified Financial Planner Professional and Enrolled Agent in New Berlin, IL.
http://www.bfponline.com

Louisiana, New Orleans, Metaire and Baton Rouge. Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a Certified Financial Planner providing independent, comprehensive financial planning, and investment advisory services.
http://www.FerroFinancial.com

Louisiana, Covington. Personal Financial Advisors - Wealth Management & Comprehensive Fee-Only Financial Planning in Covington, Louisiana We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don't sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.
http://www.mypfa.com

Maine, Portland. Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
http://www.pfpg.com

Maine, Wellis. Bogue Asset Management LLC - Jeff Bogue - Independent Fee-Only CFP® Financial Advisor in Maine Bogue Asset Management, LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.
http://www.bogueassetmanagement.com

Massachusetts, Cambridge. Fee-Only Financial Planner in Boston and Cambridge, MA... Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
http://ffscambridge.com

Michigan, Grand Rapids and Okemos. Fee-only financial planning investment management firm in Grand Rapids and Okemos, Michigan ... IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.
http://www.iam-financial.com

Minnesota, Chanhassen. Fee-Only CFP CPA Independent Financial Advisor in Minnesota. Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm.
http://www.ColleenWeber.com

Minnesota, Wayzata. Fee Only CFP® Financial Advisor in Wayzata, Minnesota. Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.
http://www.EppleFinancial.com

Mississippi, Ridgeland. 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 Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
http://www.berglandwealth.com

Nevada, Las Vegas. Financial Advisor and Independent Fee-Only Certified Financial Planner CFP® Financial Advisor in Las Vegas, 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 certification in Las Vegas, NV.
http://www.PalermoFinancialGroup.com

New Jersey, Berkeley Heights. Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor. We are a full service investment advisory firm providing portfolio management and financial planning services.
http://www.KaplanFinancialAdvisors.com

New Jersey, Robbinsville. An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey... William B. Kelly (Bill), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
http://www.sirusresources.com

New York and New Jersey. Key Financial Solutions, LLC We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, to residents of New Jersey and New York.
http://www.keyfeeonly.com

Ohio, Cincinnatti. Fee Only Investment Advisor - Fiduciary – NAPFA Member - Retirement Planner – Financial Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clientele located in Cincinnati and nationwide. All advisors are members of NAPFA, the National Association of Personal Financial Advisors.
http://www.ritterdaniher.com

Oregon, Portland. Independent, Fee-Only Financial Advisor and Certified Financial Planner professional in Portland, Oregon and Santa Cruz, California. Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
http://www.maascapital.com

Oregon, WA & Portland. CERTIFIED FINANCIAL PLANNER™ Professional in Vancouver, Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
http://www.pathfinderfa.com

Pennsylvania, Newtown. Yardley Wealth Management, LLC. Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP® services and investment management in Newtown, Pennsylvania.
http://www.yardleywealth.net

Texas, Frisco. Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor. Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).
http://www.ffplan.com

Utah, Salt Lake City. Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT. 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.
http://www.utahfinancialadvisor.blogspot.com

Washington, Seattle. 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.< br/> http://www.michaelpace.net

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