Financial Resource Links
We understand that many customers may visit our page, even if they are not a short drive away. Since many customers prefer to work with a local Financial Advisor, we have compiled a list of Fee-Only Financial Advisors in other markets. We do not necessarily endorse these third party websites, but we are happy to provide them as a resource. With any financial decision, please conduct your own investigation on each of these Fee-Only Financial Advisors.
Arizona
- Impact Financial Planners – providing information about sustainable, responsible, impact investing. Through AIO Financial provide fee-only financial planning services
California
- Fee-Only Financial Planners in Orange County, CA – TABR Capital Management Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial risk
- Fee Only CERTIFIED FINANCIAL PLANNERTM professionals serving San Diego, CA and Southern California
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.
Georgia
- Paramount Investment Advisors, Inc.: Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.
Minnesota
- Independent Financial Advisor 55446 – Phillip James Financial is a leading fee-only wealth management company located in Plymouth, Minnesota. They provide comprehensive financial planning and in-house investment management services. They also provide tax planning and tax preparation, providing a fully integrated approach to your finances.
- Financial Advisor Maple Grove – Phillip Christenson, CFA is an independent fee-only financial advisor serving the Twin Cities and surrounding suburbs. Reach out for a free consultation or a second opinion.
New York
- Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York. Ray Mignone & Associates Inc. 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
North Carolina
- Blue Water Capital Management – an Independent, Fee Only Financial Advisory firm serving Apex, Cary, Holly Springs, Raleigh, and Fuquay Varina, North Carolina
The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low-cost investment management.
Pennsylvannia
- Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania. https://www.yardleywealth.net/
Tennessee
- Cypress Wealth Management a Fee Only Financial Planner in Memphis, TN. Cypress Wealth focuses on helping clients make the transition to retirement by providing comprehensive financial planning, and investment management services tailored to your retirement plan. Located in Memphis, TN they serve clients in Tennessee, North Mississippi, eastern Arkansas. Discover your true wealth and live the life you love!
Texas
- NAPFA Fee-Only Financial Advisor in North Texas Strategic Financial Planning (SFP) is an independent, fee-only Registered Investment Advisor based in Plano, TX that offers financial planning and wealth management services to professionals, small business owners, physicians, divorcees and widows in the DFW Metroplex and abroad. Our goal is to help in Navigating Your Life JourneyTM and allow you to focus on areas that you enjoy most.