Financial Links

 

Financial Advisor and Investment Links And Resources

JGR Financial Solutions, LLC (“JGR Financial Solutions”) is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. We have provided these links and information as a resource and do not endorse any of the third party websites. Use your personal discretion before visiting these links and/or purchasing any services offered.

Find A Financial Advisor – Fee-Only Financial Advisor Firms

National Association of Personal Financial Advisors Official website of the National Association of Personal Financial Advisors (NAPFA)
NAPFA Find A Financial Advisor National Association of Personal Financial Advisors links to Financial Advisor websites
Fee Only Network Official website of the Fee Only Network with links to Fee Only Financial Advisor websites

Other NAPFA Fee Only Financial Advisors Around The Country

Arizona
Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ – Financial Services in Tucson, AZ include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
Fiduciary Financial Advisors in Phoenix and Scottsdale We provide retirement planning and investment management on a fee only basis for those nearing retirement.

California
Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California. Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
InvestWithSteve.com, A Fee Only Advisor in the Southern California Stephen Reh CFA, MBA, CFP®, a NAPFA member, helps business owners, corporate executives, and families reach their financial goals.
Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
San Diego, CA Fee Only Financial Planning and Investment Management Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California. www.sandiegofeeonly.com
PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice

Colorado
Fee only financial advisor 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.

Georgia
Wealth Managers in Atlanta and Decatur – Minerva Planning Group. We are a group of CFP® Practitioners who provide retirement planning on a fee-only basis to couples.

Illinois
Johnston Investment Counsel. With Caterpillar in our home town, we serve clients in Peoria, Illinois, central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. We hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.
Quinn Financial Planning, LLC. Timothy Quinn, CFP®, the founder of fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

Louisiana
Lafayette Louisiana Fee Only Financial Advisor – Jerry Broussard is a NAPFA Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional with Broussard Financial Group a Fee-Only financial planning and Investment Advisory firm serving the Acadiana area of Louisiana.
Ferro Financial, LLC is a wealth management firm specializing in preparing individuals and families for retirement through a comprehensive approach which includes, investment advisory services, strategic financial planning, and tax services. Our philosophy integrates values centered in bringing financial peace to those seeking a secure and comfortable retirement. Our services are provided by a fee-only arrangement providing full disclosure and transparency to our clients. www.ferrofinancial.com
Personal Financial Advisors, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana. Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management.  NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience.   We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas.

Maine
Portland Financial Planning Group, LLC. Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Massachusetts
NAPFA-registered Fee-only Financial Adviser in Cambridge , MA  Fisher Financial Strategies is a CERTIFIED FINANCIAL PLANNER™ Professional firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as-needed basis.
Fee Only Financial Planner in Franklin, MA and Quechee, VT    Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

Michigan
Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.  Find us at www.vintagefs.com.
CPA PFS CFP Fee Only Financial Advisor Tax Expert Ann Arbor & Detroit area Michigan. George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management, financial planning and investment management to select high net worth individuals.
Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee. YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

Minnesota
Phillip James Financial is an independent wealth management company working out of Maple Grove and Plymouth Minnesota. We serve the Minneapolis area with fee-only financial planning and investment management services. Phillip Christenson is the owner and financial advisor you can go to his website for more information or to schedule a meeting.

Mississippi
Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.

Nevada
CFP Certified Financial Advisors in Las Vegas. Finacuity is a fee only fiduciary wealth management firm specializing in financial planning and investment management for those near or currently in retirement.

New Jersey
Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC
Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years. Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994.  Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.
PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice
Weingarten Associates, L.L.C 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 planninginvestment management, and tax advice.

New York
Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™.   Lee Investment Management is an independent financial planning and wealth management firm dedicated to helping clients achieve their best lives.
Ray Mignone & Associates, Inc. Fee Only investment advisor, financial planner, fiduciary in Queens, Nassau, Long Island, New York & Boynton Beach Florida works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989, member of NAPFA & FPA.  www.RayMignone.com www.RinksFinancialAdvice.com
Long Island CERTIFIED FINANCIAL PLANNERS™ (CFP®) – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  As your financial advisor, they provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
New York City based independent financial planning and investment management firm – Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns. www.altfest.com

North Carolina
Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. http://www.alphafa.com/
Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is an independent financial planning, tax planning and investment management firm offering wealth management services to discerning clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.
In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors makes Clearview Wealth Management the right choice for our clients.  We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.  Our proactive approach allows conversations to occur which empower our clients to strive to live out their preferred futures.
The Fee Only CERTIFIED FINANCIAL PLANNER TM professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina. Blue Water is an independent, fee-only financial advisory firm in North Carolina.  We specialize in retirement planning, financial goal planning, and low cost investment management.

Ohio
Fee Only Financial Advisors in Columbus Ohio – rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.
John Ritter: ritterdaniher.com. Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Oklahoma
Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.

Oregon
Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California. Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.

Pennsylvania
Yardley Wealth Management, LLC Independent Fee Only Financial Advisor Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
NAPFA Fee-Only financial advisor specializing in high quality all-bond portfolios. The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
http://www.allbondportfolios.com

Tennessee
Fee Only Financial Advisor in Memphis, TN – Cypress Wealth Management. Discover your true wealth and live the life you love. We offer comprehensive financial planning and investment management services in Memphis, TN, North Missisippi, and eastern Arkansas.
Fee-Only and NAPFA registered CERTIFIED FINANCIAL PLANNER Professional (CFP), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan. YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

Texas
Independent NAPFA Fee Only Financial Planning and Financial Advisor Firm in Painesville and Lubbock. Brent Dickerson, CFP® EA, provides fiduciary wealth management and tax preparation services and advice to a range of clients, including employees of Sherwin-Williams in Cleveland and throughout the country. TWM is based in Painesville, Ohio and Lubbock, TX with clients nationwide.
Austin fee only financial planning and investment management. Palermo Wealth Management is an independent, fee-only wealth management firm. We provide financial planning and investment management to help families better manage their current and future wealth.
Fee-Only Certified Financial Planner, Frisco, TX. Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Utah
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah. Lon Jefferies is a fee-only Certified Financial Planner (CFP) with Net Worth Advisory Group in Salt Lake City, Utah. He is a financial advisor working as a fiduciary to provide comprehensive financial planning.

Virginia
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.

Washington
Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA Sherwood Investment Services specializes in retirement planning and investment management. They provide independent financial planning and fee-only investment management with no commissions.
Vancouver, Washington CERTIFIED FINANCIAL PLANNER Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in retirement planning and investment advice customized to your needs on an hourly fee basis.
Seattle Independent Fee-Only CFP® Financial Advisor Michael Pace Michael Pace, CFP® offers fee-only retirement planning and financial planning services and investment management services to individual clients and families in Seattle, Washington
Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.