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• Home: Personal Finance: Money Management  (305)

Abuls, Bone & Eller - - Offering investment management and financial and retirement planning services.

ACS Financial Advisors - - Fee-only financial and wealth management firm.

Alden Capital Management - - Provides retirement and estate planning, as well as investment advisory services.

Alexandria Financial Associates, Ltd. - - SEC-registered firm provides fee-only financial planning.

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.

Amy L. Whitlatch - - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.

Anthony Harding & Partners Limited - - Specialising in investment planning and asset management services for private clients.

Armstrong Financial Strategies - - Provides financial planning, divorce planning and asset management.

Armstrong MacIntyre & Severns, Inc. - - Offers financial planning, portfolio management and retirement planning services.

Asset Planning Corporation - - Offers investment, retirement and financial management to individuals, families, and corporations.

Australian Financial Services Limited - - Combines financial and estate planning services, insurance Retirement planning.

Barrios Financial Services - - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.

Beck Financial Strategies, Inc. - - Fee-based CFP firm provides life planning and financial planning services.

Benefit Planning Services - - Fee-only investment management, financial planning and charitable consulting.

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.

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 quaterly investment reviews, research data and industry news.

Broussard Financial Group - - Provides education for financial, investment and retirement planning.

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.

CFP Board of Standards - - Offers the latest information on financial planning both to the public and pratitioners.

Charles Geraci - - Specializes in personal financial, tax and estate planning and consulting.

Clarity Financial Group - - Services includes estate preservation, college planning and retirement planning.

Columbus Financial Group - - Financial planning and registered investment advisory services.

Compass Advisors LLC - - A fee-only financial planning firm in Atlanta, Georgia.

Contour Financial Planning, LLC - - Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.

Cooper Management Service, Inc. - - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.

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 Dagley, CFP - - Windsor, Ontario. Specializing in comprehensive written financial plans.

David T Martula, CFP - - Hadley, Massachusetts firm offers fee-only financial planning services.

David Twenhafel, CFP - - Rockville, MD firm offers financial planning to people in the process of divorce.

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.

Douglas F. Hudson, CFP - - Offers Canadians information in the areas of retirement, estate, tax and investment planning.

Falcon Financial Management, Inc. - - Provides financial planning, management, and investment services.

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 Planners Standards Council - - The Canadian regulatory organization awarding the Certified Financial Planner designation.

Financial Planning Association - - Organization comprised solely of CFP licensees.

Financial Planning Group Inc. - - Advisory firm providing portfolio management and financial planning services.

Financial Prep - - Provides an exam prep for those taking the Level I, II, or III CFA exams.

Financially Speaking, Inc. - - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.

Focus Financial Network, Inc. - - Providing investment and financial advice, and portfolio management.

Folk Financial Planning - - Offers comprehensive, holistic financial planning to clients on a fee-only basis.

Foster Group, Inc. - - Financial planning and investment advisory firm. Principals profiles, fee description.

FPAnet.org - - The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.

Frost Financial - - Provides advice in the areas of investment, estate, insurance and tax planning.

FS Financial Strategies - - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.

G. Eric Faddis, CFP - - Provides financial advice to professionals, small business owners, retirees and individuals.

Galecki Financial Management, Inc. - - Fee only investment advisor firm providing asset management services to high net worth clientele.

The Garrett Planning Network, Inc. - - Provides fee-only financial planning and advice.

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.

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.

Hershberger Financial Services - - Offers comprehensive financial planning and investment services.

Humphreys Group - - Fee-only CFPs provide financial planning and investment advice to individuals and families.

Independence Financial Planners - - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.

Independent Focus - - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.

Integrated Financial Strategies - - Offers investments, divorce planning, wealth management, and retirement planning.

Investors Group Financial Services Inc. - - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.

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.

James R Johnson, CFP - - Features portfolio management and financial planning services.

JCS Financial Planning Services - - Investment advisory firm providing portfolio management and financial planning.

Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - - Focusing on the investing needs of retirees and soon-to-be retirees.

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 - - Comprehensive financial planning and advisory firm.

Jonathan Smith & Co. - - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.

Karen A. Ibach, CFP - - Provides retirement planning, college funding, and financial planning services.

Kean Songy, CFP - - Financial project management and financial planning consultant located in Dallas, TX.

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.

Lassus Wherley and Associates, P.C. - - Provides fee-only financial planning, investment management and tax preparation.

Leonard Wealth Management, Inc. - - Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.

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.

Mackensen & Company, Inc. - - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.

The Main Street Group, Ltd - - Offers full range of financial planning products and services.

Miceli Financial Planning - - Offering comprehensive financial planning and investment management services.

Modular Financial Solutions Inc. - - Certified financial planner is a fee-only financial planning firm.

Montecito Capital Management, LLC - - Specializing in financial planning, retirement services, investment management and portfolio management.

Multop and Associates - - Provides tax and financial planning 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.

Nigel Taylor, CFP - - Provides domestic and international financial, retirement and estate planning.

Norman Financial Planning, Inc. - - Fee-only serives include tax and retirement planning, college funding, 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.

Owens Financial - - CFP provides portfolio management and financial planning services.

Pacific Wealth Management, LLC - - Provides financial planning, divorce planning and asset management services.

Parlan Financial Corp. - - Provides fee-only financial planning, investment management and corporate seminars.

PartnersInWealth - - Provides financial planning and investment services.

Paul Knoblich: Certified Financial Planner - - Retirement accumulation and distribution specialist.

Personal Financial Solutions, Inc. - - Offeringing portfolio management, investment advice and financial planning.

Peterson Planning - - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.

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.

Premier Capital Advisors, Inc. - - CFP providing investment advice and financial 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.

The Rawls Company - - Provides business succession planning services to capital intensive, family businesses.

Raymond D. Mignone, CFP - - Provides investment advice, portfolio management and college planning.

RBM Financial Ltd. - - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.

Reid Tax Company - - CFP assists with tax problems, estate planning and trusts.

Richmond Financial Associates, Inc. - - Focusing on investments, insurance, and money management.

Robert Wacker and Associates - - Fee-only financial planning firm located in San Luis Obispo, California.

Roberts & Fails, P.C. - - Offering financial planning and tax advisory services to individuals, families and businesses.

Ronald B. Wiser & Associates - - Providing financial planning for individuals, businesses and organizations.

Ross L. Marino CFP - - Providing portfolio and wealth management services.

Sage Advisory Group, LLC - - Offers financial and investment advice to individuals and families on a fee-only basis.

Security Financial Services - - Offers a full range of financial planning services.

Spinnaker Financial Advisors, PLLC - - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.

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.

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.

Stephen R. Hample, CFP - - Offers advice in the areas of estate and retirement planning, and planned giving.

Steve Morris, CFP - - Offers financial planning resources for the small business owner and individual investor.

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.

Thorne Asset Management, Inc. - - Provides comprehensive financial planning and investment management services.

Toal & Associates, LLC - - Offers financial planning and investment management services. Features links to educational resources.

Total Asset Planning - - Provides investment advisory and tax and estate 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.

Wheeler Wealth Management, Inc. - - Financial planning and investment advisory firm offering retirement and tax planning.

Yeske and Company - - Offers articles, market updates, discussion areas, and financial planning services.

Zionsville Financial Planning, Inc. - - Provides financial planning services for individuals and small business. Features fee schedule and contact details.