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Bergland Wealth Management, Inc. is a registered investment advisory firm with financial advisors in Ridgeland, Mississippi. The following is a list of other NAPFA member Fee-Only financial advisors located in the United States. Links to other sites are provided for your convenience. Bergland Wealth Management, Inc. does not endorse, verify, or attest to the accuracy of the content of the websites that are linked and accepts no responsibility for their use or content.

 

Arizona

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona... 
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement....

Tucson Fee Only Fianncial Planners specializing in Socially Responisble Investing

Financial services including: asset managment, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.

Scottsdale and Phoenix Arizona Fee Only CFP Financial Advisor

Craig Ritter, CERTIFIED FINANCIAL PLANNER™, of Continumm Wealth Management, provides investment management, retirement planning and financial planning services for clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ

Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.


California

Fee-Only CERTIFIED FINANCIAL PLANNER, CFP, Independent Financial Advisor in Orange County, CA...
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals....

Independent Fee Only Advisor - San Diego CERTIFIED FINANCIAL PLANNER(TM) practitioner

The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.

Reh Wealth Advisors LLC, A Fee Only Advisor serving the San Gabriel Valley

Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA 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 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, CPF, financial advisor.


Georgia

JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management

Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals.

Minerva Planning Group - Fee Only Financial Planner in Atlanta...
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees....

Paramount Investment Advisors, Inc.:

Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge and expertise 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.


Illinois

Fee-Only CFP Independent Financial Advisor in Chicago...
Long & Associates is a Fee-Only™ financial planning firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Chicago, IL...


Johnston Investment Counsel

Independent, research-based, fee-only investment management and personalized financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activitities.  JIC is employee owned with more than 25 years' experience and works with individuals, institutions, and retirement plans.

Timothy Quinn, CFP®, the founder of the 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.


Lousiana

Personal Financial Advisors, LLC, wealth advisory firm based in Covington, LA

Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide.  NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP®, and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience. 

Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge

Ferro Financial, LLC is a fee-only personalized financial planning firm located in Metairie, Louisiana, just outside of New Orleans.  Shelley Ferro is a CERTIFIED FINANCIAL PLANNER™, providing independent, comprehensive advice, and investment advisory services.

Fee-Only Financial Planner in Lafayette Louisiana 

Serving the entire Gulf Coast region. Broussard Financial Group, LLC specializes in providing comprehensive financial planning to help clients build, manage, grow, and organize their assets during life’s transitions. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Maine

Bogue Asset Management - Maine Fee Only Independent Financial Advisor

BAM offers financial planning and investment advisory services to individuals, families, trusts, charitable organizations, and small businesses.

Portland Financial Planning Group (Portland, ME)

Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.


Massachusetts

Fee-Only Financial Planner in Boston and Cambridge, MA... 
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts....


Fee-only Independent CFP Financial Planner in Franklin and Newton, MA

Kevin Nulton, as President of Titanium Advisors and both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides a unique blend of expertise to address the various financial planning issues faced by our clients.


Michigan

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 an income meant to last a lifetime....

CFP CPA Fee Only Financial Advisor Wealth Management Michigan

George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.

Vintage Financial Services offers investment management, financial planning and tax preparation services in Ann Arbor, MI and across the country with Ann Arbor’s largest team of Fee Only CFP practictioners.

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

Independent Fee-Only Financial Advisor - CERTIFIED FINANCIAL PLANNER - Investment Advisor based in Mendota Heights, Minnesota

Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm.  We work with individuals and families offering personalized financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

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...

Family Financial Planning in Plymouth, Minnesota

Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota.  They work with individuals and families to make sure they are on track to achieve all of their financial goals.

Phillip Christenson is the financial advisor and co-owner of Phillip James Financial.


Nevada

CFP Financial Advisors in Las Vegas - Finacuity.

A wealth management firm specializing in retirement plans and planning including fee only investment management for individuals, and 401k plans for small to medium sized business owners.


New Jersey

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.

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.

“Protecting your family’s wealth from predators, creditors and Senators since 1994.”SM

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA 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.

New York

Capital District, NY Fee-Only CERTIFIED FINANCIAL PLANNER™.

Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.

Long Island Financial Advisor / 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.  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

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered

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

Financial Advisors at Clearview Wealth Management

Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families. With a special focus on helping the generations of a client’s family, we believe in reducing risks to our client’s financial future through sound investment decisions and ongoing comprehensive financial planning.

Blue Water Portfolios- Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina, North Carolina

Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management.

401k Plan Advisor in Raleigh, NC – Beacon Financial Strategies.  A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement plan.

  Ohio

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Columbus, OH....

Fee Only CERTIFIED FINANCIAL PLANNER - Investment Advisor - Financial Advisor in Cincinnati, OH

Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering personalized financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide.

Trinity Wealth Management in Painesville, OH and Lubbock, TX

Brent Dickerson, Certified Financial Planner™, provides fiduciary investment management, comprehensive financial planning, retirement plan services, and tax preparation and representation to clients. TWM helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as, in Painesville, Mentor, and all of northeast Ohio.

Canton Ohio Fee Only Financial Advisor 

JGR Financial Solutions provides fee only financial planning to young professionals, executives, and members of STRS Ohio. As Founder of JGR Financial Solutions, Justin Rush, CFP, serves clients across the country and throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas. 

   

Oregon

Portland Fee-Only Financial Planning and Investment Management ...
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon....

Independent Fee-Only CERTIFED FINANCIAL PLANNER™ in Portland, Oregon an dSanta Cruz, California

Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement plannin and investment management services in Portland, Oregon and Santa Cruz, California.


Pennsylvania

NAPFA Fee-Only financial advisor specializing in safe 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....

Yardley Wealth Management, LLC...
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania....


Tennessee

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.

Fee-Only Financial Planner in Memphis, TN – Cypress Wealth Management. Discover your true wealth and live the life you love!   Cypress Wealth provides financial planning, and investment management services in Memphis, TN, North Mississippi, 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

Fee-Only Certifies Financial Planner, Fisco, 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..

Financial Adviser and Certified Financial Planner in Texas

Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career nurse practitioners and other professionals to plan for a better tomorrow.

Fee Only Financial Planner in Plano, TX – Strategic Financial Planning

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.

Austin Investment Management and Financial Advisor

Focused on financial planning and asset management for young professionals in Austin, San Antonio, and Houston. 

Utah

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 who is dedicated to providing personalized financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc...


Virginia

Fee-Only NAPFA Registered Advisor serving Newport News, Williamsburg, and Hampton Roads, VA 
Katherine L. Brown offers fiduciary independent financial advice in investment management and financial planning.  Katherine has over 10 years experience and graduated from programs at Stanford University and UCLA...

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

Sherwood Investment Services - over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management.  They specialize in helping clients of all ages reach their financial goals on a fee-only basis (no commissions).  Their clients are nationwide.

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.

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™- CFP® - Certificant, Investment & Financial Advisor - Seattle-Tacoma-Olympia, Washington

Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.


Wisconsin

Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI... 
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds)....