Financial Links - States K - O
We have clients in a variety of states, however, we recognize that some people may prefer to work with a local financial planner. Below is a list of other fee-only financial advisors across the country. The list is simply a resource and does not constitute any endorsements.
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™ providing independent, comprehensive financial planning, and investment advisory services. www.FerroFinancial.com/
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. www.mypfa.com
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.
Cambridge and Boston, MA Fee-Only Financial Planner and Investment Adviser
Phillip Christenson, owner of Phillip James Financial, provides comprehensive, fiduciary based financial planning and investment management services to the Twin Cities and Surrounding Suburbs. We work with individuals and families to make sure they are on track to achieve all of their financial goals. Reach out for a free consultation today.
Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire – Azimuth Financial Planning (AFP) provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning.
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. www.weingartenassociates.com
Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey - Financial Futures LLC. www.financial-futures-llc.com
Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island - Landmark Wealth Management, LLC 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.
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide. www.ritterdaniher.com
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. www.jgrfinancial.com
Trinity Wealth Management is an independent, fee-only, registered investment advisor helping clients to plan for a better tomorrow. TWM helps clients in northeast Ohio and west Texas with their personal financial planning needs.Oklahoma
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. www.springwaterwealth.com