Financial Links

DISCLOSURE:
At certain places on this George Papadopoulos, CPA/PFS, CFP® Internet site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of George Papadopoulos, CPA/PFS, CFP®. George Papadopoulos, CPA/PFS, CFP® does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by George Papadopoulos, CPA/PFS, CFP®.

Our firm provides the following links as a convenience and the links to these firms should not be construed as an endorsement or recommendation as to the suitability of their services.

NAPFA Fee Only Financial Planners

ALABAMA

ARIZONA

Social 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.

Fee Only Financial Advisor in Scottsdale – Wealth Engineering. Wealth Engineering, is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona.   Wealth Engineering, was founded by Dave Fernandez, CFP®, a Phoenix native.  We provide fee-only financial planning and investment management services.

Fee Only CFP Advisor in Scottsdale and Phoenix, Arizona
Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP® is a Fee Only Financial Advisor. We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

CALIFORNIA

Independent Fee Only Advisors – San Diego CERTIFIED FINANCIAL PLANNER™ practitioners
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a wide range of clients.

Fee Only Financial Planners in Orange, CA – TABR. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.

Unbiased Financial Advice in Menlo Park, CA
Investor's Capital Management, LLC (ICM), providing financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.

Wealth Coach and Fee-Only CFP in Mountain View CA
Build Wealth with an Online Financial Plan developed by a fee-only CFP® and Wealth Coach with over 25 years experience.

San Francisco CFP Fee-Only Financial Planner & Investment Advisor, Michelle Fait  -  Michelle A Fait, founder of Satori Financial LLC, is a fee-only CFP specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce.

Invest With Steve - Stephen Reh a Fee-Only Financial Planner,CFP® CFA® Charterholder

Encino Fee Only Financial Planner with CFA, CFP With over 20 years of experience in finance and a CFA charter holder, Ara Oghoorian is truly an expert in the field. At ACap Asset Management, our investment philosophy is built not on speculating the movement of the market, but on sound strategy and portfolio design based on each client's risk tolerance, time horizon, and financial goals. Client centered and professional expertise allow us to provide our clients with exceptional financial service.

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.

COLORADO

Fee Only Certified Financial Planner CFP in Highlands Ranch,Denver,Littleton,Parker, 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, CFP, financial advisor.

FLORIDA

GEORGIA

Atlanta Fee Only Financial Advisors Minerva Planning Group. A wealth management firm whose CFP’s are focused on providing retirement planning to couples.

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.

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.

Atlanta CFP Fee Only Financial Planners - Resource Planning Group is an independent, fee-only fiduciary in Atlanta and St. Simons with a team of Certified Financial Planners (CFP) who specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.

ILLINOIS

Quinn Financial Planning, LLC  In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.

Johnston Investment Counsel
Independent, research-based, fee-only investment management and comprehensive 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 activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

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.

Financial Planning Advisors in Elmhurst, IL. Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.

Fee Only Financial Advisors in St. Charles, IL. At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.

LOUSIANA

Financial Planner in Lafayette Louisiana. Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees and widows since 1982. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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 (TM), providing independent, comprehensive financial planning, and investment advisory services.

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

MAINE

Portland Financial 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

Fee-Only CERTIFIED FINANCIAL PLANNER(TM) Professional - Boston and Cambridge, MA
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts. The site includes The FFS Blog, an informative personal finance blog.

Fee-Only CFP Financial Planner in Franklin and Newton, Massachusetts
Titanium Advisors, based in Franklin, MA and with offices in Boston, MA and Newton, MA, provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

MICHIGAN

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

Phillip Christenson is a financial advisor in Plymouth, MN. He provides fee-only financial planning services to the state of Minnesota. His services include, wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest as the client.

Fee Only Financial Advisor in Chanhassen, MN. Colleen Weber is a fee only financial planner in Minnesota.

MISSISSIPPI

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.

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.

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 introductory wealth management engagements to clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.

Independent Fee Only Planners and Financial Advisors in Chapel Hill, NC - Woodward Financial Advisors is a Fee-Only wealth management firm offering comprehensive financial planning. We serve clients in Raleigh, Durham, Cary and Chapel Hill, NC.

Fee Only Financial Advisors – 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.

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.

Independent Wealth Management Firm in Raleigh, NC - Financial Symmetry specializes in helping clients in Apex, Holly Springs, Raleigh and Cary, NC.  We are a fee-only firm which means we place the utmost importance on putting client interests first.

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

Key Financial Solutions
Key Financial Solutions is a fee-only investment management & financial planning firm offering advisory services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ
Weingarten Associates LLC 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.

Jersey Shores Financial Advisors - 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.

Fee Only Financial Advisors in Woodbridge - PORTNOFF FINANCIAL LLC. An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

NEVADA

CFP Financial Advisors in Las Vegas - Finacuity
An investment management and financial planning firm providing hourly financial services, project based services, and retainer based financial services for individuals, as well as 401k plan fiduciary services for small to medium sized businesses on a fee only basis.

NEW HAMPSHIRE

Fee Only Financial Advisors in Portsmouth, NH. Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. The firm’s name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.

NEW YORK

Capital District, NY 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.

Fee Only Long Island Financial Advisor - Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

Altfest Personal Wealth Management, in Manhattan, New York offers comprehensive financial planning and investment management to help clients navigate their way to a secure financial future and make intelligent decisions in areas such as investments, retirement, college planning, or estate planning.

OHIO

Fee Only Investment Advisor - Fiduciary – CERTIFIED FINANCIAL PLANNER – NAPFA Member
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clientele located in Cincinnati and nationwide. All advisors are members of NAPFA, the National Association of Personal Financial Advisors.

Canton Ohio Financial Advisor - JGR Financial Solutions provides fee only financial planning and investment management services. Justin Rush, a CFP practitioner and member of NAPFA, serves young professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Columbus Ohio Fee Only Financial Advisors 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.

ifafeeonly.com - Legacy Financial Advisors LLC is a Cleveland based fee only financial planning and investment advisory firm providing customized financial planning and investment advisory services to individuals.

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® in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees 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 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.

TENNESSEE

Fee Only Fiduciary Financial Advisor in Germantown, TN Cypress Wealth Management - At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.

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

Dallas metro Fee-Only Financial Planner
Strategic Financial Planning in Plano, TX, helps develop plans and manage assets for professionals, small business owners and doctors. Also helps divorcees and widows.

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.

Fee Only Financial Planner Advisor Austin -  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. We offer personalized financial planning and ongoing asset management.

Fiduciary Fee Only Financial Advisor in Lubbock, TX Trinity Wealth Management - Clients benefit from Brent’s knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent’s goal as a financial planner is to help his clients plan for a better tomorrow.

UTAH

CFP Financial Advisor Independent Planner in Salt Lake City - Lon Jefferies is a financial advisor and CERTIFIED FINANCIAL PLANNER for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

VIRGINIA

Summit Financial Planning, Inc. - 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.

Fee Only Financial Advisor in Newport News, VA. If you are looking for objective financial planning or investment advice from a trusted advisor with a broad range of expertise, you are in the right place. We are a fee-only financial planning firm that has adopted the Code of Ethics of the National Association of Personal Financial Planners. While some firms offer advice as a benefit for buying their products (insurance or financial), we offer advice, period.

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.

Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services specializes in retirement planning and investment management.  We provide independent financial planning and fee-only investment management with no commissions.

CERTIFIED FINANCIAL PLANNER Vancouver, Washington - 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.

Independent Fee-Only CFP Financial Advisor Michael Pace 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.

WISCONSIN

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.

Fiduciary Fee-Only Financial Advisors Madison, Wisconsin Bill McDonald - Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees.   We are also an approved sponsor of Dimensional Funds.

 

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