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.

California

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

North Carolina

Pennsylvannia

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.