Certified Financial Planners Board of Standards, Inc.
- Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
- http://www.cfp.net/
Fazio and Associates
- Fee-based managed accounts, retirement planning, and educational and fund strategies.
- http://www.mnplanner.com/
Charles Geraci
- Specializes in personal financial, tax and estate planning and consulting.
- http://www.cgeraci.com/
Blankenship Financial Planning, Ltd.
- Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
- http://www.BlankenshipFinancialPlanning.com/
Foster Group, Inc.
- Financial planning and investment advisory firm. Principals profiles, fee description.
- http://www.fostergrp.com/
Spraker, Fitzgerald, Tamayo and Moisand, LLC
- Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
- http://www.sprakerfitzgerald.com/
Planmark Financial Services
- Advisor provides financial planning, plan administration, and investment management.
- http://www.e-planmark.com/
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/
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/
Amy L. Whitlatch
- Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
- http://www.amywhitlatch.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/
Armstrong MacIntyre & Severns, Inc.
- Offers financial planning, portfolio management and retirement planning services.
- http://www.amsindc.com/
The Main Street Group, Ltd
- Offers full range of financial planning products and services.
- http://www.themainstreetgroup.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/
Tassel Capital Management, Inc.
- Provides fee-only investment, financial and stewardship guidance including asset management services.
- http://www.tasselcapital.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/
Branson, Fowlkes & Company, Inc.
- Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
- http://www.bransonfowlkes.com/
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/
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/