Financial Links

For those living outside the area who may prefer a financial advisor closer to home, we are providing a list of colleagues who also work on a Fee-Only basis. Summit Financial Planning, Inc. does not endorse, verify, or attest to the accuracy of the content of the web sites that are linked here and accepts no responsibility for their use or content. Inclusion on this list does not constitute a recommendation or endorsement by Summit Financial Planning, Inc.

Link Partners

Red Rock Wealth Management is a Las Vegas Based Fee Only Independent Certified Financial Planner & Wealth Management Firm in Las Vegas, NV.

Veripax Financial Management - Fee-Only CFP, Financial Planning and Investment Management in El Dorado Hills, CA

Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan

George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. Our clients are in Michigan, Ohio, Florida and North Carolina.

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah

Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area

Investor's Capital Management, LLC (ICM), providing financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.

Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO

We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.

Creative Capital Management, Inc

Fee only financial advisors working to enhance clients' financial peace of mind. We offer financial planning and investment management services on a fee only basis.

Fee-Only CFP CPA Independent Financial Advisor in Minnesota

Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL

Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL.  NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience.  We also service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham areas.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)

Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.

Beaverton Oregon Fee Only Financial Advisors

Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.

Mentor Capital Management Inc.

Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.

Allow us to become your unbiased, trusted financial coordinator.

Seattle Eastside Fee-Only Investment Management & Financial Planning

Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH

Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Independent Fee-Only Financial Planning Firm based in Mendota Heights, Minnesota

Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families to help identify what is most important to them and develop a financial/investment plan to support these key goals/values.

Portland Financial Planning Group (Portland, ME)

Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER^TMpractitioner

Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.

Financial Management Group, Inc.

Fee-only advisor in Cincinnati, Ohio. Information relative to our services, our people and how we help individuals make smart choices to keep and grow their wealth.

CERTIFIED FINANCIAL PLANNER in Vancouver, Washington

Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis

Key Financial Solutions, LLC

We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi

Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Independent, Fee-Only CERTIFIED FINANCIAL PLANNERTM professional in Portland, Oregon and Silicon Valley, California

Jim Corbeau, MBA, CFP® is an independent, fee-only financial advisor and CERTIFIED FINANCIAL PLANNERTM professional with offices in Portland, Oregon and Santa Cruz, California.

Bogue Asset Management LLC - Jeff Bogue - Independent Fee-Only CFP Financial Advisor in Maine

Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.

Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA

Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.

Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER^TM CFP (R) Financial Advisor in Las Vegas, NV

Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV.

Boston Retirement Advisors, LLC

Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL.

Beaverton Oregon Fee Only Financial Advisor

Russell D. Francis, CPA, P.C. is a full service tax and financial planning firm located near Portland, Oregon.

Fee Only CFP Financial Advisor in Hawaii

Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona

Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.

Fee Only CFP Financial Advisor in Wayzata, Minnesota

Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.

Fee Only Financial Planning - Roman Financial Advisors in San Diego CA

Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA

TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.

Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield)

Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL.

Long & Associates, LLC

Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio

Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH.

Fee-Only CFP Investment Advisor for retirement money in San Diego County

A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds.

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado

Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT

Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

Fee-Only Financial Planner in Boston and Cambridge, MA

Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan 

IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.

Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia

Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management.

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor

Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).

Independent Wealth Management LLC - Fee-Only Certified Financial Planners

We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan.

Joseph Capital Management, LLC - Florida Fee-Only Financial Planner

Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals.

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey

We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.

Life Strategies Financial Planning

Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds.

Minerva Planning Group - Fee Only Financial Planner in Atlanta

Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.

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.

Fee-Only CERTIFIED FINANCAL PLANNER™ Retirement Planning in Portland, Oregon

Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.

Retirement Fee Only Financial Planning Advisor in Denver

A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Finanial Planning.

Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI

Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds).

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis

Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.

The Advisory Firm of Katherine L. Brown, LLC

Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.

Timberchase Financial, LLC

Comprehensive Financial Planning & Investment Management..

Yardley Wealth Management, LLC

Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.

Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.

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.

Wealth Coach and Fee-Only CFP® in Mountain View, CA

Build Wealth with an Online Financial Plan developed by a fee-only CFP® and Wealth Coach, Fern Alix LaRocca,  with over 25 years experience.

If you would like to add your link to our site, please send the title, description, URL of your web-page and URL of the reciprocal link page to kevin@SummitFinancialPlanning.com.