AL | AR | AZ | CA | CO | DC | FL | GA | HI | IL | LA | MA | MD | MI | MN | MO | MS | NM | NV | NY | OR | PA | TX | UT | VA | WA

AL

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Cathy Pareto and Associates - Mobile, AL **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
Evensky & Katz, LLC - Mobile, AL **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000� more info about Evensky & Katz, LLC
Cathy Pareto and Associates - Montgomery, AL **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
Evensky & Katz, LLC - Montgomery, AL **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000� more info about Evensky & Katz, LLC

AR

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Hutchinson Financial Inc. - Little Rock, AR Our goal is to help you achieve financial peace of mind and a comfortable, secure retirement that is free from worry about financial matters. Our NEW CLIENT minimum portfolio size = $250,000... more info about Hutchinson Financial Inc.

AZ

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Hatton Consulting, Inc. - Phoenix, AZ We act as your personal CFO! We advise our clients in very effective ways to meet their financial goals. Our professionals are skilled at integrating investment planning with estate and tax planning. NEW CLIENT minimum portfolio size = $1,000,000� more info about Hatton Consulting, Inc.
Stellar Capital Management LLC - Phoenix, AZ We are a SEC Registered Investment Advisor, specializing in custom-tailored portfolio management services to high net-worth individuals and institutional investors across the nation. Our NEW CLIENT minimum portfolio size = $500,000... more info about Stellar Capital Management LLC
Witnauer Sloan & Associates LLC - Phoenix, AZ Our mission is to provide intelligent, informed, independent, and reasonably priced investment, retirement and financial planning advice. Contact us today to begin the process to your complete peace-of-mind. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Witnauer Sloan & Associates LLC
Baron Capital Management, LLC - Scottsdale, AZ We offer a broad range of services and investments. We are seeking long-term relationships with serious investors... more info about Baron Capital Management, LLC
Galvin, Gaustad & Stein, LLC - Scottsdale, AZ We serve many clients throughout the SW including: CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000... more info about Galvin, Gaustad & Stein, LLC
Ironwood Asset Management, LLC - Scottsdale, AZ We provide conservative investment advice and counsel to institutions, charitable organizations and High Net Worth (HNW) individuals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ironwood Asset Management, LLC
Sonora Investment Management LLC - Tucson, AZ We are a Fee-Only financial planning firm ready to serve your needs. We can help with 401K rollovers, portfolio management and many other forms of financial planning. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Sonora Investment Management LLC

CA

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WESCAP Group - Burbank, CA **NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about WESCAP Group
The Advisory Group - Diamond Bar, CA We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about The Advisory Group
Kenfield Capital Strategies - Los Angeles, CA As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
Summit Portfolio Management Inc. - Los Angeles, CA We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
Prialta Advisors, Inc. - Palo Alto, CA We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
Stolper & Co Inc. - San Diego, CA We serve select High Net Worth (HNW) clientele globally. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Stolper & Co Inc.
Atlas Capital Advisors LLC - San Francisco, CA We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Atlas Capital Advisors LLC
Burgess Financial Planning - San Francisco, CA **NAPFA Member** We will help you organize your financial life and make good choices to reach your goals. Our Planning Session: $575. We look forward to speaking with you!... more info about Burgess Financial Planning
D'Annunzio Consulting Group, LLC - San Francisco, CA We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M..... more info about D'Annunzio Consulting Group, LLC
Rosenblum Silverman Sutton - San Francisco, CA We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Rosenblum Silverman Sutton
Walnut Hill Advisors, LLC - San Francisco, CA We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000.... more info about Walnut Hill Advisors, LLC
West Portal Investment Group LLC - San Francisco, CA We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. Our NEW CLIENT minimum size = $250,000... more info about West Portal Investment Group LLC
Family Wealth Consulting Group - San Jose, CA We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. NEW CLIENT minimum portfolio size = $500,000� more info about Family Wealth Consulting Group
Prialta Advisors, Inc. - San Jose, CA We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
Silicon Valley Capital Partners, L.P. - San Jose, CA We offer separately managed accounts (SMA) to affluent individuals, trusts and foundations. Contact us to discuss your exact financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Silicon Valley Capital Partners, L.P.
Annadel Capital - San Rafael, CA With over 60 years of combined experience in the financial world, we are uniquely positioned to help clients plan for and make smart investments. We serve Marin and Sonoma CA Counties. NEW CLIENT minimum portfolio size = $250,000... more info about Annadel Capital
Summit Portfolio Management Inc. - Walnut Creek, CA We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.

CO

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Blair Financial Planning - Denver, CO Our goal is simple, to help you reduce stress and enjoy life. We provide a �holistic approach� to Wealth Management. Our NEW CLIENT portfolio size minimum = $100,000.... more info about Blair Financial Planning
D'Annunzio Consulting Group, LLC - Denver, CO We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
Kenfield Capital Strategies - Littleton, CO As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
Advisers Investment Management, Inc. - Montrose, CO Our Investment Adviser Representatives are experienced professionals committed to providing you with the highest level of personalized service in a confidential manner. Our NEW CLIENT minimum portfolio size = no minimum... more info about Advisers Investment Management, Inc.

DC

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Capital Management Group, LLC - Washington, DC We provide individuals and families with a broad range of financial services including investment management, financial advice and planning, and tax analysis and preparation. NEW CLIENT MINIMUM portfolio size = $500,000.... more info about Capital Management Group, LLC
Warren Capital Group - Washington, DC We believe that proper diversification is essential when managing investment assets. We allocate to 5 different asset classes when constructing portfolios: stocks, bonds, real estate, alternatives and cash. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Warren Capital Group

FL

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Cathy Pareto and Associates - Azalea Park, FL **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
IBIS Wealth Management - Boca Raton, FL We provide the services of Investment Management, Retirement Planning and College Planning. Our NEW CLIENT minimum portfolio size = $250,000..... more info about IBIS Wealth Management
Cathy Pareto and Associates - Coral Gables, FL **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
Evensky & Katz, LLC - Coral Gables, FL **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000� more info about Evensky & Katz, LLC
Paragon Wealth Strategies LLC - Jacksonville, FL We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Dagel Financial, Inc. - Miami, FL **NAPFA Member** Our firm specializes in providing Fee-Only Hourly Financial Planning, Divorce Planning and Employee Benefits Education services to individuals and businesses... more info about Dagel Financial, Inc.
D'Annunzio Consulting Group, LLC - Naples, FL We serve select national clientele with investable assets of $20 Million dollars or more. Contact us today for an evaluation of your needs. more info about D'Annunzio Consulting Group, LLC
George Papadopoulos CPA/PFS, CFP - Naples, FL **NAPFA Member** Client fit is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come. Our NEW CLIENT minimum portfolio size = Our NEW CLIENT minimum portfolio size = $500,000... more info about George Papadopoulos CPA/PFS, CFP
Camarda Financial Advisors, Inc. - Orange Park, FL **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000... more info about Camarda Financial Advisors, Inc.
Camarda Financial Advisors, Inc. - Orlando, FL **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000... more info about Camarda Financial Advisors, Inc.
Cypress Capital Group - Orlando, FL We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
Cypress Capital Group - Palm Beach, FL We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
Paragon Wealth Strategies LLC - Pine Hills, FL We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Minerva Planning Group - Ponte Vedra Beach, FL **NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with multiple office locations in the SE. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Minerva Planning Group
Camarda Financial Advisors, Inc. - Tampa, FL **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000... more info about Camarda Financial Advisors, Inc.
Cypress Capital Group - Tampa, FL We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
Paragon Wealth Strategies LLC - Tampa, FL We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Cathy Pareto and Associates - Town n' Country, FL **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates

GA

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The Advisory Firm - Alpharetta, GA **NAPFA Member** We offer true financial advice and investment management based on the principals of comprehensive financial planning. Our NEW CLIENT minimum portfolio size = $100,000… more info about The Advisory Firm
D'Annunzio Consulting Group, LLC - Atlanta, GA We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
Minerva Planning Group - Atlanta, GA **NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with 2 office locations: Atlanta & St. Simons, GA. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Minerva Planning Group
Summit Wealth Management, Inc - Atlanta, GA **NAPFA Member** We are a diversified team of highly skilled Financial Advisors who collaborate to create customized strategies to help clients realize their financial goals. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Summit Wealth Management, Inc
Wealthcare Capital Management, LLC - Atlanta, GA We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $500,000... more info about Wealthcare Capital Management, LLC
Wiser Wealth Management, Inc. - Marietta, GA We are a Fee-Only Investment Advisor Firm offering investment management, business retirement plans, tax planning-preparation, and estate planning. We provide a PROCESS to meet your financial goals. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about Wiser Wealth Management, Inc.
Alexander Investment Advisory, LLC - Suwanee, GA We are a Fee-Only Registered Investment Advisory firm serving clients with personalized and unbiased Financial Planning and Investment Management services. NEW CLIENT minimum portfolio size = $100,000... more info about Alexander Investment Advisory, LLC

HI

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Golden Years Retirement Specialists, Inc. - Honolulu, HI We serve select clientele throughout the continental US & Hawaii. Our mission is to provide our clients with quality financial planning and the best available estate planning resources. NEW CLIENT minimum portfolio size = $500,000� more info about Golden Years Retirement Specialists, Inc.

IL

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Capital Wealth Partners Inc. - Aurora, IL We are a financial planning firm, serving both personal and corporate clients, in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. Our NEW CLIENT minimum portfolio size = $50,000.... more info about Capital Wealth Partners Inc.
Aequus Wealth Management Resources, LLC - Chicago, IL **NAPFA Member** Aequus leads clients on a discovery of their goals, hopes, and ambitions using our own process of life-enhancing financial planning. NEW CLIENT minimum portfolio size = $1,000,000... more info about Aequus Wealth Management Resources, LLC
D'Annunzio Consulting Group, LLC - Chicago, IL We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
Haag Financial Consulting - Chicago, IL **NAPFA Member** Haag Financial Consulting is a Fee-Only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families. Our NEW CLIENT minimum portfolio size = $50,000. more info about Haag Financial Consulting
Schlindwein Associates, LLC - Chicago, IL Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are Fee-Only, independent, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
Trinity Financial Advisors LLC - Chicago, IL **NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Trinity Financial Advisors LLC
GreatLight Fee Only Advisors, LLC - Evanston, IL **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000� more info about GreatLight Fee Only Advisors, LLC
Reason Financial Advisors Inc. - Northbrook, IL **NAPFA Member** Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve the financial independence to accomplish them. NEW CLIENT Minimum Portfolio Size = $250,000... more info about Reason Financial Advisors Inc.

LA

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Cathy Pareto and Associates - Baton Rouge, LA **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
Evensky & Katz, LLC - Baton Rouge, LA **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000... more info about Evensky & Katz, LLC

MA

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Clear View Wealth Advisors, LLC - Amesbury, MA “FEE ONLY” and “FPA MEMBER” and “Financial planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. NEW CLIENT min. portfolio size = $100,000.. more info about Clear View Wealth Advisors, LLC
D'Annunzio Consulting Group, LLC - Boston, MA We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
Woodstock Corporation - Boston, MA Woodstock Corporation has a strong history of providing highly personalized financial counseling and investments services to High Net Worth individuals and their families. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Woodstock Corporation
Sensible Financial Planning And Management, LLC - Cambridge, MA **NAPFA Member** We NEVER accept any commissions or other payments from any financial product or service provider. We work only for you! Our NEW CLIENT minimum portfolio size = $100,000� more info about Sensible Financial Planning And Management, LLC
Walnut Hill Advisors, LLC - Medford, MA We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000.... more info about Walnut Hill Advisors, LLC
Clear View Wealth Advisors, LLC - Wilmington, MA “FEE ONLY” and “FPA MEMBER” and “Financial planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. NEW CLIENT min. portfolio size = $100,000.. more info about Clear View Wealth Advisors, LLC

MD

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Technomart RGA Inc. - Baltimore, MD Technomart Investment Advisors can save your portfolio. We specialize in developing fluid, agile, and unique portfolios that take advantage of both a bull or bear market, never following the herd. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Technomart RGA Inc.
Warren Capital Group - Chevy Chase, MD We believe that proper diversification is essential when managing investment assets. We allocate to 5 different asset classes when constructing portfolios: stocks, bonds, real estate, alternatives and cash. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Warren Capital Group

MI

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Advanced Asset Management LLC - East Lansing, MI Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management LLC
Cathy Pareto and Associates - East Lansing, MI **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
IAM Financial - Grand Rapids, MI ** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000... more info about IAM Financial
Advanced Asset Management LLC - Grandville, MI Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management LLC
George Papadopoulos CPA/PFS, CFP - Novi, MI **NAPFA Member** Client fit is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come. Our NEW CLIENT minimum portfolio size = $500,000... more info about George Papadopoulos CPA/PFS, CFP
IAM Financial - Okemos, MI ** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000... more info about IAM Financial

MN

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Hornquist Financial - Edina, MN **NAPFA Member** We are a strictly Fee-Only financial planning firm, engaging clients in truly comprehensive financial planning and wealth management. NEW CLIENT minimum portfolio size = $250,000� more info about Hornquist Financial
Diversified Wealth Management LLC - St. Louis Park, MN We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Our NEW CLIENT minimum portfolio size = $50,000... more info about Diversified Wealth Management LLC
Epple Financial Advisors, LLC - Wayzata, MN **NAPFA Member** We provide comprehensive, Fee-Only financial planning and wealth management services for individuals who seek to delegate some level of responsibility for managing their financial affairs. NEW CLIENT minimum portfolio size = $500,000... more info about Epple Financial Advisors, LLC

MO

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Green Family Wealth Management - St. Louis, MO We handle a select clientele so we can offer you personalized attention and availability. NEW CLIENT minimum portfolio size = $500,000... more info about Green Family Wealth Management
Paragon Wealth Strategies LLC - St. Louis, MO We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC

MS

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Cathy Pareto and Associates - Jackson, MS **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000... more info about Cathy Pareto and Associates
Evensky & Katz, LLC - Jackson, MS **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000� more info about Evensky & Katz, LLC

NM

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Certified Financial Strategies Corporation - Albuquerque, NM **NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Certified Financial Strategies Corporation
Kenfield Capital Strategies - Five Points, NM As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies

NV

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GreatLight Fee Only Advisors, LLC - Las Vegas, NV **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000� more info about GreatLight Fee Only Advisors, LLC
Summit Portfolio Management Inc. - Las Vegas, NV We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.

NY

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Altfest Personal Wealth Management - New York, NY **NAPFA Member** We provide services with a personal touch, whether it's investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000... more info about Altfest Personal Wealth Management
D'Annunzio Consulting Group, LLC - New York, NY We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M..... more info about D'Annunzio Consulting Group, LLC
HFH Planning Inc. - New York, NY We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally, regardless of our client's net worth. more info about HFH Planning Inc.

OR

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Darwish Capital Management - Eugene, OR **NAPFA Member** We are a Fee-Only Registered Investment Advisor committed to helping you improve your long-term financial success. NEW CLIENT minimum portfolio size = $500,000� more info about Darwish Capital Management
Frederic T. Kutscher Associates, Inc. - Eugene, OR **NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000� more info about Frederic T. Kutscher Associates, Inc.
Howarth Financial Services, LLC - Eugene, OR We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
Howarth Financial Services, LLC - Portland, OR We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
Schulmerich & Associates Asset Management LLC - Portland, OR Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Schulmerich & Associates Asset Management LLC
Sigma Investment Management Company - Portland, OR We are an independent, privately owned, fee-only financial advisory firm. Sigma was founded in 1992 and is a Registered Investment Advisor. We service clients throughout Oregon, and nationwide. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sigma Investment Management Company
Strategic Group - Portland, OR We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Strategic Group

PA

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Walden Capital Advisors, LLC - Bala Cynwyd, PA We are an investment advisory firm that takes a personal approach to investing. We cater to high net worth individuals, primarily women and couples. We also advise trusts and small business retirement plans. NEW CLIENT minimum portfolio size = $500,000... more info about Walden Capital Advisors, LLC
Hoffman Wealth Solutions, Inc. - Doylestown, PA As an independent Financial Advisor firm we are dedicated to you. We do not sell products and services of any one provider, enabling us to offer our clients the right solutions that fit their exact needs. NEW CLIENT minimum portfolio size = $100,000� more info about Hoffman Wealth Solutions, Inc.
D'Annunzio Consulting Group, LLC - Philadelphia, PA We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
Roffman Miller Associates Inc - Philadelphia, PA Our practice is built on a commitment to our clients! We provide a sound return while minimizing risk. Our experienced team utilizes a well-researched and disciplined approach to investing. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Roffman Miller Associates Inc

TX

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Team Financial Strategies - Abilene, TX **NAPFA Member** We are a Fee-Only firm that believes a comprehensive financial plan is one that includes: cash flow/budget analysis, retirement, insurance, estate and investment plans. Our NEW CLIENT minimum portfolio size = $100,000... more info about Team Financial Strategies
Byrd Capital Market Advisers, Inc. - Arlington, TX We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are a Fee-Only Firm that specializes in working with private individuals and families in Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
Byrd Capital Market Advisers, Inc - Austin, TX We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are an SEC registered Fee-Only Firm and specialize in working with private individuals and families. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc
Paragon Wealth Strategies LLC - Austin, TX We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Sweetwater Financial Advisors, LLC - Austin, TX We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
Cadence Financial Advisors - Dallas, TX Cadence brings an objective perspective to the ongoing financial planning process; hopefully, preventing emotions from dictating actions. NEW CLIENT minimum portfolio size = $250,000... more info about Cadence Financial Advisors
Certified Financial Strategies Corporation - Dallas, TX **NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Certified Financial Strategies Corporation
Gerald L. Ray & Associates, LTD. - Dallas, TX We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000... more info about Gerald L. Ray & Associates, LTD.
Global Wealth Advisors - Dallas, TX We are an independent group of financial professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. NEW CLIENT minimum portfolio size = $100,000� more info about Global Wealth Advisors
Schlindwein Associates, LLC - Dallas, TX Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We act as a fiduciary, and our decisions are solely based on what is best for our clients. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
Sweetwater Financial Advisors, LLC - Dallas, TX We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
The Farris Group - Dallas, TX We are an independent financial services firm, specializing in the practice of investment management and financial planning for individuals and small businesses. Our NEW CLIENT portfolio minimum size = $100,000... more info about The Farris Group
WHI Financial Services LLC - Frisco, TX WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives. more info about WHI Financial Services LLC
Posey Capital Management Inc. - Houston, TX We care passionately about helping you make the best possible use of your money. We can help you grow your portfolio, protect your assets, and make wise decisions about retirement and estate planning. NEW CLIENT minimum portfolio size = $3,000,000... more info about Posey Capital Management Inc.
Byrd Capital Market Advisers, Inc. - San Antonio, TX We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
Paragon Wealth Strategies LLC - San Antonio, TX We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Sweetwater Financial Advisors, LLC - San Antonio, TX We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC - Sugar Land, TX We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
Paragon Wealth Strategies LLC - Sylvan Beach, TX We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Byrd Capital Market Advisers, Inc. - Tomball, TX We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.

UT

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Paragon Wealth Strategies LLC - Salt Lake City, UT We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
Stolper & Co., Inc. - Salt Lake City, UT We serve select High Net Worth (HNW) clientele globally. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Stolper & Co., Inc.

VA

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Asset Harvest Group LLC - McLean, VA **NAPFA member** We are a company that combines a research-driven investment process with personalized advice to deliver comprehensive financial solutions. Our NEW CLIENT minimum portfolio size = $500,000... more info about Asset Harvest Group LLC

WA

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Chaney Capital Management Inc. - Edmonds, WA For over a decade we have been providing independent investment advice for families, individuals and businesses. NEW CLIENT minimum portfolio size = $100,000... more info about Chaney Capital Management Inc.
Robinswood Financial - Kirkland, WA We are a registered investment advisory firm providing services to individual clients. Our passion is to help our clients maximize the growth of their investments and fulfill their financial goals. Our NEW CLIENT minimum portfolio size = $250,000... more info about Robinswood Financial
S. R. Schill & Associates - Mercer Island, WA We have been a trendsetter in the investment industry for over 20 years. We are always looking for ways to improve investment returns! Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about S. R. Schill & Associates
BBJS Financial Advisors, LLC - Seattle, WA Founded in 1954, we deliver a high level of personal attention to each of our clients to help realize their financial goals of protecting and growing wealth. NEW CLIENT minimum portfolio size = $500,000... more info about BBJS Financial Advisors, LLC
Empirical Wealth Management, LLC - Seattle, WA We offer financial planning and investment management services to individuals and families. We provide guidance to those who are interested in effectively preserving and growing their wealth. Our NEW CLIENT minimum portfolio size = $500,000.... more info about Empirical Wealth Management, LLC
Frederic T. Kutscher Associates, Inc. - Seattle, WA **NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000� more info about Frederic T. Kutscher Associates, Inc.
Greene Wealth Management, LLC - Seattle, WA We are a premier Financial Planning Firm. We help our select clients along their journey toward financial independence! We look forward to speaking with you about your exact needs. NEW CLIENT minimum portfolio size = $1,000,000� more info about Greene Wealth Management, LLC
Synergy Financial Management, LLC - Seattle, WA We are focused on providing Fee-based investment advice and comprehensive financial planning services to individuals and businesses. Contact us today to discuss your financial planning goals and objectives. NEW CLIENT Minimum Portfolio Size = $250,000... more info about Synergy Financial Management, LLC
D'Annunzio Consulting Group, LLC - Tacoma, WA We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC