Bergland Wealth Management, Inc.

Useful Links

NAPFA - National Association of Personal Financial Advisors
Member since 2002; Non-profit organization that promotes Fee-Only financial planning.

Dimensional Fund Advisors
Information about the evolution of modern finance, trading strategies, mutual fund symbols, and net asset values.

Focus on Fiduciary.com
Learn more about fiduciary standards

CFP Board of Standards
Check the status of a CFP Licensee.

Securities Exchange Commission
Research Brokers and Investment Advisors

An Introduction to Investment Theory
Information about the foundations of investment decision-making.

Better Business Bureau
Member since 2004.

Link Partners

Nevada Fee-Only CERTIFIED FINANCIAL PLANNER ™ - CFP ® Certificant, Investment & Financial Advisor - Las Vegas, Henderson, Nevada
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER™ 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.

Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER ™ Financial Advisor in Las Vegas, 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™ certification in Las Vegas, NV.

An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey...
William B. Kelly (“Bill”), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.

Beaverton Oregon Fee Only Financial Advisor...
Portland Financial Advisors, Inc. is a full service tax and financial planning firm located near Portland, Oregon....

Fee Only CFP Financial Advisor in Hawaii...
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. ...

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....

Fee Only CFP Financial Advisor in Wayzata, Minnesota...
Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments....

Fee Only Financial Planning - Roman Financial Advisors in San Diego CA...
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling....

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida...
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. The firm's founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner....

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....

Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) ...
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent in New Berlin, IL....

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...

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....

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.

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 presonal 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.

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, 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 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 Planner in Boston and Cambridge, MA...
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts....

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....

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor...
Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)....

Independent Wealth Management LLC - Fee-Only Certified Financial Planners...
We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan....

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....

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....

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....

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....

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....

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)....

Sanders Financial Management...
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services....

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...

Timberchase Financial, LLC...
Comprehensive Financial Planning & Investment Management...

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....

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama areas, has a team of Certified Financial Planner™ professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.

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.

Boston and Cambridge, MA Independent Fee-Only Financial Advisor

Fisher Financial Strategies is a Registered Investment Advisor firm offering advice on tax, investment, retirement, and college planning, as well as ofther aspects of personal financial planning. Site features The FFS Blog, a financial planning web log.

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 comprehensive financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide.

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.

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 comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

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.

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.

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.

Reason Financial Advisors, Inc. in Northbrook, Illinois

RFA is an independent, fee-only financial advisory firm that works with individuals and families on their financial planning and investment management needs.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)

Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.

Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida.

Paul R. Pignone, CFP, AIF, is a Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with office located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience...

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL

Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also serve clients in the Northshore area, New Orleans, Baton Rouge, and Birmingham areas.

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™, 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...

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.

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.

Posey Capital Management

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 website at www.poseycapital.com.

Sierra Wealth Advisors - Fee-Only Certified Financial Planner (TM) 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.

CERTIFIED FINANCIAL PLANNER™ Investment Management, Financial Life Planning for Personal Finances and Small Businesses 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.

Interactive Capital Management: the safe, secure place to plan and manage your financial future

ICMC is the clients' valued financial sounding board. We're our clients go to money people, their personal chief financial officer. You may talk about most anything to anyone else - but not your finances. Money is a private matter. Where do you find experienced, unbiased financial advice? - Interactive Capital Management. ICMC is client driven. Clients have our focused undivided attention. We provide our clients with the tools, resources, and the plan to achieve their individual goals. Who should you trust with your financial future? Interactive Capital Management: fiduciary, fee-only, NAPFA registered, located in Houston metropolitan area - Sugar Land, TX (888-454-9525 or 713-521-9525). Interactive Capital Management: www.icmcfinancialadvisors.com. Money Cents blog: www.icmcfinancialadvisors.com/making-cents. Money Cents Newsletter: www.icmcfinancialadvisors.com/newsletter.

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. http://www.summitfinancialplanning.com

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.

http://www.weingartenassociates.com/

DISCLAIMER: 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 web sites that are linked and accepts no responsibility for their use or content.

Recommended Reading List & Useful Links

Recommended Reading List

Useful Links

Link Partners