Other NAPFA Planning Firms

Arizona

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.

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.

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.

Louisiana

Maryland

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.

Montana

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

New York

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

Ohio

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.

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.

Texas

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.

Virginia

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.