Business Financial Services Financial Planning Certified Financial Planners
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Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards requirements.
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Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
BG Financial
Specializes in providing fee-only financial planning and investment advice.
Blankenship Financial Planning, Ltd.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Blattel & Associates
Offers investment and retirement planning services.
BluePrint Financial Services
Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts.
Bluestem Financial Advisors
Offers holistic financial planning to clients on a fee-only basis.
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
Brady & Associates Financial Services
Provides personal financial planning services in Australia.
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
Carol Gosho, CFP
Providing portfolio management and financial planning services.
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.
Columbus Financial Group
Financial planning and registered investment advisory services.
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
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.
David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Fazio and Associates
Fee-based managed accounts, retirement planning, and educational and fund strategies.
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
Financial Planning Association
Organization comprised solely of CFP licensees.
Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
Foster Group, Inc.
Financial planning and investment advisory firm. Principals profiles, fee description.
The Fry Group
Provides tax and financial advice to British expatriates and UK residents.
FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
George H. Coughlin II, CFP
Provides financial and IRA planning services.
George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
Hample & Peck
Offers advice in the areas of estate and retirement planning, and planned giving.
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.
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
Jahn Investment Advisors
Specializing in the financial concerns of women.
The Jentner Financial Group
Certified personal wealth managers.
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
John M. Scherer, CFP
A financial planning and advisory firm.
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
The Main Street Group, Ltd
Offers full range of financial planning products and services.
Miceli Financial Planning
Offering financial planning and investment management services.
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
Multop Financial
A private tax and financial planning firm located in Bellingham, Washington.
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.
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
PartnersInWealth
Provides financial planning and investment services.
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
Sage Broadview
Offers financial and investment advice to individuals and families on a fee-only basis.
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
The Wiser Financial Group
Providing financial planning for individuals, businesses and organizations.
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
Bluestem Financial Advisors
Offers holistic financial planning to clients on a fee-only basis.
Sage Broadview
Offers financial and investment advice to individuals and families on a fee-only basis.
Hample & Peck
Offers advice in the areas of estate and retirement planning, and planned giving.
The Wiser Financial Group
Providing financial planning for individuals, businesses and organizations.
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
Financial Planning Association
Organization comprised solely of CFP licensees.
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
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.
BluePrint Financial Services
Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts.
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
The Fry Group
Provides tax and financial advice to British expatriates and UK residents.
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
Multop Financial
A private tax and financial planning firm located in Bellingham, Washington.
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
Miceli Financial Planning
Offering financial planning and investment management services.
John M. Scherer, CFP
A financial planning and advisory firm.
FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
Brady & Associates Financial Services
Provides personal financial planning services in Australia.
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
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.
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
PartnersInWealth
Provides financial planning and investment services.
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
Foster Group, Inc.
Financial planning and investment advisory firm. Principals profiles, fee description.
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.
Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
Jahn Investment Advisors
Specializing in the financial concerns of women.
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.
Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
BG Financial
Specializes in providing fee-only financial planning and investment advice.
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
Columbus Financial Group
Financial planning and registered investment advisory services.
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
Carol Gosho, CFP
Providing portfolio management and financial planning services.
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
The Main Street Group, Ltd
Offers full range of financial planning products and services.
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
George H. Coughlin II, CFP
Provides financial and IRA planning services.
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
Blankenship Financial Planning, Ltd.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
The Jentner Financial Group
Certified personal wealth managers.
Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
Fazio and Associates
Fee-based managed accounts, retirement planning, and educational and fund strategies.
Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
Blattel & Associates
Offers investment and retirement planning services.
Last update:
June 8, 2019 at 5:15:10 UTC
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