Other NAPFA Planning Firms

Arizona

AIO Financial- AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.

Suttle Crossland Wealth Advisors- Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.

California

Endeavor Financial Planning- Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.

Rothman Investment Management- We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.

https://portsalus.com- Navigating your way to Financial Security, Prosperity, Health and Wellbeing.

Point Loma Advisors- Financial planning and asset management firm focused on military, engineers, and child-free.

TABR Capital Management- TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.

Colorado

Broussard Financial Group- Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

STAIB Financial Planning- We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US.

Georgia

SONAS Financial Planning- Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.

Paramount Investment Advisors- Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.

Illinois

Life Planning Solutions- Comprehensive financial planning and investment management.

Louisiana

Massachusetts

Access Financial Planning - Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.

Maryland

Provision Financial Planning- Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.

Arch Financial Advisors- Tax-Focused Retirement Planning and investment management.

Maine

Robinson Smith Financial Advisors- Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.

Minnesota

MJT & Associates Financial Advisory Group- MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.

Pulse Financial Planning- Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.

Montana

White Sand Wealth Management- White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.

North Carolina

Alpha Financial Advisors- Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.

New Jersey

Weingarten Associates- 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 Futures- Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.

New York

Clarity- Clarity is a fee-only solo RIA that does AUM & project planning.

Ohio

F2 Wealth- Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.

Steady Climb Financial Planning- Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.

Gateway Financial- Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.

Truly Prosper Financial Planning- Flat-Fee retirement planning and investment management for people over 50.

JGR Financial Solutions- JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.

Tennessee

Retirement Planning Solutions- Customized portfolio management for middle income retirees, pre-retirees, and families.

E Financial Alliance- Financial Planning for Business Owners.

Texas

Waymaker Financial Planning- We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.

Elgon Financial Advisors- Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas.

Next Step Financial Transitions- From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.

ATX Advisors- Fee-Only (When You’re Up) Wealth Management.

Virginia

Summit Financial Partners- We are a Fee-Only Investment Management and Financial Planning firm located in Richmond, VA.

Stock Plan Advisory Group- RIA focused on retirement planning and equity compensation for individuals and families.

John Fiege, CFP- Eastern Shore Fee Only CFP(r).

Bay Capital Advisors- Fee Only Financial Planning and Wealth Management in Virginia.

Manuka Financial- At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.

Bowen Financial- We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.