NAPFA Advisors

The following firms are some of the members of the National Association of Personal Financial Advisors (NAPFA). In an effort to promote the fiduciary, fee-only approach that NAPFA advisors follow, and to help promote our indiviudal businesses, we have agreed to exchange links to each others’ website. We provide this information as a resource for your use.
National Association of PersonMNal Financial Advisors: Website of fee-only firms.







AIO Financial: Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ. Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.

Continuum Wealth Management: Continuum Wealth Management is an Arizona fee-only financial planning firm.

Wealth Engineering: Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Phoenix and Glendale, Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care. We serve the valley, working with clients in Glendale, Peoria, Phoenix, Mesa, Chandler and Scottsdale.





ACap Asset Management: With over 20 years of experience in finance at the Federal Reserve Bank, United States Treasury, and boutique wealth management firms with ultra high net worth clients, we are uniquely positioned to help our clients reach their financial goals without any conflicts of interest. Not only do we provide expert financial advice and management, but we are available to you whenever you need us.

Blue Water Capital Management: A Certified Financial Planner (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.

Mayflower Capital: Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.

Reh Wealth Advisors LLC: Reh Wealth Advisors LLC and is a fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.

TABR Capital Management: 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.

Veripax Financial Management: Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA). Serves clients in El Dorado Hills, Folsom, and Sacramento



Staib Financial Planning: Staib Financial Planning, LLC is an independent, fee-only, financial planning firm. We are dedicated to providing competent, unbiased, financial advice on an as-needed basis.







Ray Mignone & Associates, Inc. Fee Only independent registered investment advisor. Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989.



JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management: Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

Minerva Planning Group Atlanta Fee Only Financial Advisors. Minerva Planning Group is a wealth management firm whose CFPs are focused on providing retirement planning to couples.

Paramountia Investment Advisors 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.

Resource Planning Group: Resource Planning Group is an independent, fee-only fiduciary with office in Atlanta and St. Simons, Georgia. Their team of Certified Financial Planner (CFP) advisors specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.







Blankenship Financial Planning: Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL.

Long Financial Planning: Independent Fee Only Financial Advisor in Chicago. We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

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.

Quinn Financial Planning: Timothy Quinn, CFP®, the founder of 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. Tim is a fee-only financial planner and investment manager helping clients navigate their financial lives.











Broussard Financial Group: Financial Advisor in Lafayette Louisiana -Broussard Financial Group is a Fee-Only financial planning and Investment Advisory firm serving the entire Gulf Coast region. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Ferro Financial, LLC: New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor. Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.

Personal Financial Advisors: – Wealth Management; Fee-Only Financial Planning in Covington, Louisiana. We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don’t sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.



Portland Financial Planning Group (Portland, ME): Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.





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

Titanium Advisors: Fee Only Financial Advisor in Franklin, Massachusetts. 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.



East Lansing, Okemos, Grand Rapids Fee-only Certified Financial Planner: IAM Financial is a fee-only Fiduciary financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time.

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan: George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.

Vintage Financial: Ann Arbor Michigan Fee Only Financial Advisor. Vintage Financial, a fee-only, independent-wealth management firm. For over two decades, we have taken a proactive role in providing sound financial planning and investment management for individuals throughout the U.S.



Phillip James Financial: Financial Advisor in Plymouth, Maple Grove, and Minnetonka, MN. 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.



Bergland Wealth Management: Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner. Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.









CFP Financial Planners in Las Vegas – Finacuity. A Las Vegas based fee only financial planning and investment management firm helping individuals and families achieve the financial goals in life with take both money and planning to achieve.


New Hampshire


New Jersey

Financial Futures LLC: Jorie Johnson, CFP® is a fee-only independent fiduciary financial planner located in Brielle, NJ and serving clients throughout central New Jersey. She specializes in partnering with her clients to help them make the best financial decisions for their unique situations.

Jersey Shore Financial Advisors: 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: 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: 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.

Zynergy Retirement Planning


New Mexico


New York

Altfest Personal Wealth Management Altfest Personal Wealth Management is an independent fee-only financial planning and investment management firm in New York City. Altfest professionals understand the issues facing widows and divorced persons, the challenges that business executives have in diversifying their investments and retirement planning, and the hurdles couples (married and unmarried) face in estate planning.

Landmark Wealth Management Landmark Wealth Management 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.

Lee Investment Management 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.


North Carolina

Alpha Financial Advisors: Charlotte NAPFA Registered Fee Only. 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.

Beacon Financial Strategies: Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.

Bluewater Capital Management: 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. Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina

Clearview Wealth Management: Clearview Wealth Management offers ongoing financial planning and investment management for clients in the Carolinas, as well as throughout the Southeast. As our client’s fiduciary, we offer unbiased advice to the generations of our client families and become their financial partner to help them reach their long term goals. We are a NAPFA Registered Advisor Firm as well as all advisors having the distinction of being Certified Financial Planner (CFP®) Certificants.


North Dakota



JGR Financial JGR Financial Solutions Ohio Fee Only Financial Planning and Asset Management. Justin Rush, a CFP professional and financial advisor, serves young professionals, executives, and educators throughout the country and Northeast Ohio, including Canton, North Canton, Akron, Cleveland, and Youngstown.

rebel Financial rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of it’s clients 1st.

Ritter Daniher Financial Advisory, LLC.: Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor. 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.

Total Wealth Planning, LLC 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.

Trinity Wealth Management: Cleveland Ohio fiduciary fee only financial planning, investment management and tax advisory. 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.


Step By Step Financial: 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



Cedar Financial Advisors, LLC.: 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.

Springwater Wealth Management: 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



Scarsdale Investment Group: The Scarsdale Investment Group Ltd. is a Napfa fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

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.


Rhode Island


South Carolina


South Dakota



Cypress Wealth Management: Cypress Wealth Management is a Fee-Only financial planning firm located in Memphis, TN. Cypress Wealth provides financial planning and investment management to professionals, busy executives, and business owners.

Y.D. Financial Services: 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.



Frisco Financial Planning LLC: Greater Dallas Area Christian Financial Planner. Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Palermo Wealth Management: Austin Fee Only Financial Planner. We offer personalized financial planning and ongoing asset management. There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Strategic Financial Planning: Updated text will go here.



Net Worth Advisory Group: Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor. Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.





The Advisory Firm of Katherine L. Brown Fee-only financial planner in Hampton Roads, Virginia for your investment management and financial planning needs. Serving clients since 2005.

Honeycutt Financial LLC,: Chesapeake, VA CFP Financial Advisor. Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.

Summit Financial Planning: 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.



Commencement Financial Planning: 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.

Michael Pace: Seattle Independent Fee-Only CFP® Financial Advisor . Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Pathfinder Financial Advisors: 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 financial planning and investment advice customized to your needs on an hourly fee basis.

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.


West Virginia



Financial Fiduciaries: Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

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)