Specializing in retirement planning and personalized investment management.

Financial Links - States P - T

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.


CFP® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA. - www.yardleywealth.net
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. www.allbondportfolios.com
Rhode Island
South Carolina
South Dakota
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.        

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN – Cypress Wealth Management provides comprehensive planning and investment management to professionals, busy executives, and business owners in the Mid-South.  Let us help you discover your true wealth.

Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview. www.ffplan.com
Trinity Wealth Management - Financial Advisors, Enrolled Agents, and Investment Managers
Brent Dickerson, Certified Financial Planner™, provides investment management, comprehensive financial planning,and retirement plan services all with a fiduciary standard of care.  He also provides representation and tax preparation services as an Enrolled Agent for the IRS.  TWM helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as in Painesville, Mentor,a nd all of northeast Ohio.

NAPFA Fee-Only Financial Advisor in North Texas        Strategic Financial Planning (SFP) is an independent, fee-only Registered Investment Advisor based in Plano, TX that offers financial planning and wealth management services to professionals, small business owners, physicians, divorcees and widows in the DFW Metroplex and abroad. Our goal is to help in Navigating Your Life JourneyTM and allow you to focus on areas that you enjoy most.

Austin Financial Planner for young professionals        
We serve young professionals in Austin, San Antonio, and Dallas.  Our clients are work in: health care (doctors and nurses), technology (sales and programming), along with people who are small business owners in many different fields.