Directory of Certified Financial Planners Resources

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Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards requirements.

Resources in This Category

• Abuls, Bone & Eller

  http://www.abepcs.com/
  Offering investment management and financial and retirement planning services.

• Alden Capital Management

  http://www.alden-capital.com/
  Provides retirement and estate planning, as well as investment advisory services.

• Altius Financial Advisors, L.L.C.

  http://www.altiusfin.com/
  Fee-only financial planning and investment advisory firm.

• Ames Financial Services

  http://www.amesfinancial.com/
  Provides insurance services, investment and retirement planning, and college funding.

• Amy L. Whitlatch

  http://www.amywhitlatch.com/
  Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.

• Armstrong Financial Strategies

  http://www.armstrong-financial.com/
  Provides financial planning, divorce planning and asset management.

• Asset Planning Corporation

  http://www.assetplanningcorp.com/
  Offers investment, retirement and financial management to individuals, families, and corporations.

• Barrios Financial Services

  http://barriosfinancial.com/
  Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.

• Beck Financial Strategies, Inc.

  http://www.beckfs.com/
  Fee-based CFP firm provides life planning and financial planning services.

• BG Financial

  http://www.planningmadeeasy.com/
  Specializes in providing fee-only financial planning and investment advice.

• Blankenship Financial Planning, Ltd.

  http://www.blankenshipfinancialplanning.com/
  Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.

• Blattel & Associates

  http://www.blattels.com/
  Offers investment and retirement planning services.

• BluePrint Financial Services

  http://www.blueprintfinancialservices.com/
  Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts.

• Bluestem Financial Advisors

  http://bluestemfa.com/
  Offers holistic financial planning to clients on a fee-only basis.

• Bob Stowe, CFP

  http://www.stowefinancialplanning.com/
  Financial advisor providing portfolio management and financial planning services.

• Brady & Associates Financial Services

  http://www.bradyassoc.com.au/
  Provides personal financial planning services in Australia.

• Branson, Fowlkes & Company, Inc.

  http://www.bransonfowlkes.com/
  Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.

• Buff Capital Management

  http://buffcapital.com/
  Providing financial planning and asset management services. Features articles and links to financial resources and services.

• Camarda Financial Advisors

  http://www.camarda.com/
  Fee-only financial planners offers investment advice and articles.

• Cambridge Financial Group

  http://www.cambridgefinancialgroup.com/
  Fee-only tax planning and preparation, estate planning, insurance and investments.

• CanWealth Financial Services

  http://www.canwealth.com/
  Specializing in retirement, estate and corporate planning. Company information, staff profiles.

• Capital Strategies Inc.

  http://www.capitalstrategiesinc.com/
  Offers financial planning to individuals, corporations and institutions.

• Carol Gosho, CFP

  http://www.carolgosho.com/
  Providing portfolio management and financial planning services.

• Certified Financial Planners Board of Standards, Inc.

  http://www.cfp.net/
  Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.

• Columbus Financial Group

  http://www.columbusfinancial.com/
  Financial planning and registered investment advisory services.

• Compass Advisors LLC

  http://www.feeonlyplanning.com/
  A fee-only financial planning firm in Atlanta, Georgia.

• D. Scott Neal, Inc.

  http://www.dsneal.com/
  Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.

• David T Martula, CFP

  http://martula.com/
  Hadley, Massachusetts firm offers fee-only financial planning services.

• David Twenhafel, CFP

  http://www.divorce-and-money.com/
  Rockville, MD firm offers financial planning to people in the process of divorce.

• Douglas F. Hudson, CFP

  http://www.rrsp.org/
  Offers Canadians information in the areas of retirement, estate, tax and investment planning.

• Fazio and Associates

  http://www.mnplanner.com/
  Fee-based managed accounts, retirement planning, and educational and fund strategies.

• Financial Advisory Service, Inc.

  http://www.faskc.com/
  Offering financial planning, estate planning, investment management and individual consulting services.

• Financial Planners Standards Council

  http://www.cfp-ca.org/
  The Canadian regulatory organization awarding the Certified Financial Planner designation.

• Financial Planning Association

  http://www.onefpa.org/
  Organization comprised solely of CFP licensees.

• Focus Financial Network, Inc.

  http://www.focusfinancial.com/
  Providing investment and financial advice, and portfolio management.

• Foster Group, Inc.

  http://www.fostergrp.com/
  Financial planning and investment advisory firm. Principals profiles, fee description.

• Frost Financial

  http://www.frostfinancial.com/
  Provides advice in the areas of investment, estate, insurance and tax planning.

• FS Financial Strategies

  http://www.fsfinancialstrategies.com/
  Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.

• Galecki Financial Management, Inc.

  http://www.galecki.com/
  Fee only investment advisor firm providing asset management services to high net worth clientele.

• George H. Coughlin II, CFP

  http://www.iraplanning.com/
  Provides financial and IRA planning services.

• George Papadopoulos, CPA/PFS, CFP

  http://www.thefeeonlyplanner.com/
  Provides portfolio management and fee-only financial planning services.

• Hample & Peck

  http://www.hampleandpeck.com/
  Offers advice in the areas of estate and retirement planning, and planned giving.

• Hatch & Muir

  http://www.hatchmuir.com/
  Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.

• Herr Capital Management

  http://www.herrcapital.com/
  Certified Financial Planner and CPA offering estate and tax planning.

• Humphreys Group

  http://www.humphreysgroup.com/
  Fee-only CFPs provide financial planning and investment advice to individuals and families.

• Integrated Financial Strategies

  http://www.ifslegacy.com/
  Offers investments, divorce planning, wealth management, and retirement planning.

• J. Paul Wilson

  http://www.jpw.ca/
  Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.

• Jahn Investment Advisors

  http://www.lelajahn.com/
  Specializing in the financial concerns of women.

• Joan Siegel, CFP

  http://www.joandsiegel.com/
  Provides financial planning, tax preparation services and educational resources.

• Joel Isaacson & Co

  http://www.joelisaacson.com/
  New York CPA and CFP assisting with personal estate, investment, and financial planning.

• John D. Caffrey, Jr. CFP

  http://www.castlefinancialadvisors.com/
  Investment advisory firm providing portfolio management and financial planning services.

• John M. Scherer, CFP

  http://www.trinfin.com/
  A financial planning and advisory firm.

• Jonathan Smith & Co.

  http://www.jonathansmith.com/
  Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.

• Karen A. Ibach, CFP

  http://www.ibachfinancial.com/
  Provides retirement planning, college funding, and financial planning services.

• Kiely Capital Management, Inc.

  http://www.kielycapital.com/
  Provides fee-only financial planning, specializing in retirement planning.

• Kooman and Associates, Inc.

  http://www.kooman.com/
  Assists investors in a full-range of financial and estate services.

• Kring Financial Management, Inc.

  http://www.kringfinancial.com/
  Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.

• Larry Cogdell, CFP

  http://www.planner4u.com/
  Provides financial planning, investment products and free tools and information.

• Lifetime Financial Planning

  http://www.lifetimefp.net/
  Provides fee-only financial planning and investment advice for middle-income clients.

• LPL Financial Services

  http://www.lpl.com/html/index.html
  Financial planner offers financial advice to individuals and small businesses.

• Mackensen & Company, Inc.

  http://www.mackensen.com/
  Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.

• Miceli Financial Planning

  http://www.salmiceli.com/
  Offering financial planning and investment management services.

• Montecito Capital Management, LLC

  http://www.mcapitalmgt.com/
  Specializing in financial planning, retirement services, investment management and portfolio management.

• Multop Financial

  http://www.multop.com/
  A private tax and financial planning firm located in Bellingham, Washington.

• National Association of Personal Financial Advisors (NAPFA)

  http://www.napfa.org/
  Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.

• Nigel Taylor, CFP

  http://www.protectassets.com/
  Provides domestic and international financial, retirement and estate planning.

• Northstar Financial Planning, Inc.

  http://www.northstarfp.com/
  CFP provides fee-only financial planning services.

• Objective Financial Advisors, Inc.

  http://www.objectiveadvisors.com/
  Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.

• Pacific Wealth Management, LLC

  http://www.pacwealth.com/
  Provides financial planning, divorce planning and asset management services.

• Parlan Financial Corp.

  http://www.parlan.com/
  Provides fee-only financial planning, investment management and corporate seminars.

• PartnersInWealth

  http://www.partnersinwealth.com/
  Provides financial planning and investment services.

• Pinnacle Financial Services

  http://www.pfslink.com/
  Provides financial planning products and services and wealth accumulation strategies.

• Planmark Financial Services

  http://www.e-planmark.com/
  Advisor provides financial planning, plan administration, and investment management.

• Pollock Planning Associates, Inc.

  http://www.pollockplanning.com/
  Providing investment, tax planning, retirement planning, and estate planning services.

• Professional Financial Strategies, Inc.

  http://www.professionalfinancial.com/
  Providing fee-only wealth management services.

• R. Douglas Pauley, MBA, CFP

  http://www.pauleyfinancial.com/
  Provides fee-only financial planning and investment advisory services.

• Raymond D. Mignone, CFP

  http://www.raymignone.com/
  Provides investment advice, portfolio management and college planning.

• Robert Wacker and Associates

  http://www.rewacker.com/
  Fee-only financial planning firm located in San Luis Obispo, California.

• Rockwood Wealth Management

  http://www.toalfinancial.com/
  An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.

• Sage Broadview

  http://www.sagebroadview.com/
  Offers financial and investment advice to individuals and families on a fee-only basis.

• Spinnaker Financial Advisors, PLLC

  http://www.spinnakerfinancial.com/
  Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.

• Starks Financial Group Inc.

  http://www.starksfinancial.com/
  Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.

• Stephen J. Golembiowski, CFP, CLU, ChFC

  http://www.stevegfinancial.com/
  Provides financial services to individuals and businesses.

• Stiles Financial Services, Inc.

  http://www.stilesfinancial.com/
  Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.

• Tassel Capital Management, Inc.

  http://www.tasselcapital.com/
  Provides fee-only investment, financial and stewardship guidance including asset management services.

• The Fry Group

  http://www.thefrygroup.co.uk/
  Provides tax and financial advice to British expatriates and UK residents.

• The Jentner Financial Group

  http://www.jentner.com/
  Certified personal wealth managers.

• The Main Street Group, Ltd

  http://www.themainstreetgroup.com/
  Offers full range of financial planning products and services.

• The Wiser Financial Group

  http://www.thewisergroup.com/
  Providing financial planning for individuals, businesses and organizations.

• Thomas J. Hahn, CFP

  http://www.myhdvest.com/thomashahn
  Provides investment and retirement planning services.

• Tucker Financial Services Inc.

  http://www.tuckerfinancialservices.com/
  Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.

• Tyler & Associates

  http://www.tax-finance.com/
  Offers fee-only asset management and investment advising, tax preparation and estate planning.

• W. David Coffman, CPA, CFP

  http://www.coffmanadvisors.com/
  Offers financial planning and consultation services.

• Wealth Management Advisors Inc.

  http://www.wealthmgt.com/
  Financial planners and advisors located in Overland Park, KS.

• Yeske and Company

  http://www.yeske.com/
  Offers articles, market updates, discussion areas, and financial planning services.

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