Bogue Asset Management’s Quarterly Investment Letter is available for review, My commentary examines the economic "tug of war" being reflected in the stock market, with improving economic and company fundamentals on the one side, and concerns about debt-related stress points and the longer-term strength of the economic recovery on the other. [See More]
Bernie Madoff’s clients didn't see his Ponzi scheme coming. Could they have? Let's look at four safety tips that would have prevented this from happening and the safeguards that Bogue Asset Management LLC provides in its client relationships: [See More]
How your advisor is compensated does matter. Lately there has been a blurring of the lines with the use of the term “Fee-Based” to describe how one is compensated. I’ll tell you why Fee-Based is not Fee-Only and the difference can be substantial: [See More]
Shopping around for a financial planner? When you are in the process of looking for a financial planner, you should have a consistent interview process to determine which planner is the best for your needs. These are the seven questions that I suggest that you should ask: [See More]
Financial Links
The National Association of Personal Financial Advisors promotes client centered financial planning. Members hold the highest level of proficiency in their areas. NAPFA memembers are compensated on a fee-only basis to minimize conflicts of interest.
Fee-only Financial Links
Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
Milne Financial Planning Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont.
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. - - www.sandiegofeeonly.com.
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.
Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area Unbiased Financial Advice in Menlo Park, CA Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan. George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. Our clients are in Michigan, Ohio, Florida and North Carolina.
Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management for Women’s Personal Finances in Portland, OR Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
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.
Oregon Fee Only Certified Financial Planner: Portland Financial Advisors is a comperehensive fee-only financial planning, tax and investment management firm located near Portland, Oregon.
Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson: Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with Certified Financial Planner(TM) Professionals in Las Vegas, NV
San Francisco Bay Area based Fee-Only CFP: San Francisco Bay Area based Fee-Only CFP specializing in the finances of women, their families and their businesses. Services include comprehensive financial planning and investment management.
Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions: Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle in com e retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).
Fee-Only Certified Financial Planner, Travers City MI: Independent Wealth Management is NAPFA certified and have three certified financial planners on staff.
Certified Financial Planner and Investment Advisor serving Honolulu, Hawaii (located in Kailua, Oahu): Pathfinder Financial Services is dedicated to helping its clients achieve their most rewarding lives. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio: Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH.
Portland Oregon CFP Fee Only Financial Planner: Cedar Financial Advisors is a Fee-Only comprehensive financial planning and investment management firm located near Beaverton , Oregon
Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey... We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.
Fee Only CFP Wealth Management Advisors from Tewksbury, Mass Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis.
Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen....
Joseph Capital Management, LLC - Florida Fee-Only Financial Planner... Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals....
Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia... Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management....
NAPFA-registered Fee-only Financial Adviser in Cambridge , MA Fisher Financial Strategies provides financial planning and investment advice to people from all walks of life. The site features links to other financial resources as well as a financial planning web log, The FFS Blog.
Fee-Only Financial Advisor in Ann Arbor, Michigan Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management.
Fee-Only Certified Financial Planniner & Investment Advisor in Tampa, FL 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.
Fee only Certified Financial Planner 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.Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA Minerva Planning Group. We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.
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 in Salt Lake City, Utah. He 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....
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 and income meant to last a lifetime....
Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York. Ray Mignone & Co. Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA
CERTIFIED FINANCIAL PLANNER in Vancouver, Washington 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.
Fee-Only CERTIFIED FINANCIAL PLANNER professional and Registered Investment Advisor in Las Vegas and Summerlin, 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 (TM) certification in Las Vegas NV.
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM 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.
Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.
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.
Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide
Fee Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning, investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide.
Saint Paul Financial Advisors – Independent – Fee-Only - CFP
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
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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.
Boston Retirement Advisors, LLC Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, and Registered Investment Advisor, has over 25 years experience........
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Mentor Capital Management Inc.: Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
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Personal Financial Advisors Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.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(TM), providing independent, comprehensive advice, and investment advisory services.
Fee-Only CFP CPA Independent Financial Advisor in Minnesota....
Colleen Weber CPA, LLC is a fee-only, independent financial planning
and wealth management firm in Minnesota
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. Please explore our Web site at www.poseycapital.com.
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO. We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.
A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.