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

AL

Back to top

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 = $500,000... more info about Cathy Pareto and Associates
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 = $500,000... more info about Cathy Pareto and Associates

AR

Back to top

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

Back to top

Galvin, Gaustad & Stein, LLC - (480) 256-9042 Scottsdale, AZ Call for a free consultation appointment. No solicitations. We serve many clients throughout the SW. Our expertise is in reducing taxes and expenses of our clients and more effectively managing asset growth. NEW CLIENT minimum portfolio size = $250,000.. more info about Galvin, Gaustad & Stein, LLC
McGinley Financial Advisory, LLC - Glendale, AZ McGinley Financial Advisory, LLC (MFA) specializes in providing income solutions for retirees. NEW CLIENT minimum portfolio size = $250,000... more info about McGinley Financial Advisory, LLC
Sonora Investment Management LLC - Pheonix, 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
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
Genesis Financial Advisors - Scottsdale, AZ We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
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
Sensible Money - Scottsdale, AZ We are a Fee-Only financial planning firm. As such, we may only receive compensation that is paid directly from our clients. Contact us today to discuss your financial planning needs! Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sensible Money
Wealth Engineering, LLC - Scottsdale, AZ ** NAPFA Member** At Wealth Engineering, we build financial peace of mind. We provide customized investment management, retirement planning and financial planning tailored to your unique financial goals. NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Wealth Engineering, 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

Back to top

Family Wealth Consulting Group - (408) 475-2708 San Jose, CA Call now for a free consultation appointment. No solicitations please. We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. more info about Family Wealth Consulting Group
Parkworth Wealth Management, Inc. - (408) 641-8962 San Jose, CA Call now for a free consultation appointment. No solicitations! We offer personal financial planning and investment management on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. more info about Parkworth Wealth Management, Inc.
Kevin Bryant - Financial Advisor - (408) 740-0771 San Mateo, CA Our firm advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience. Call now for a free consultation appointment. No solicitors please. more info about Kevin Bryant - Financial Advisor
Rosenblum Silverman Sutton - (415) 483-2898 San Francisco, CA We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Call us to discuss your financial planning goals. Call for a free consultation appointment. No solicitations. more info about Rosenblum Silverman Sutton
North Capital - (415) 967-3546 San Francisco, CA Call now for a free consultation appointment. No solicitations please. North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. more info about North Capital
Schultz Financial Management Corporation - (714) 880-4249 Santa Ana, CA **NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach. Call for a free consultation appointment. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Schultz Financial Management Corporation
Scott Teter - (805) 283-7530 Santa Barbara, CA Call for a free consultation appointment. No solicitations please. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. NEW CLIENT minimum portfolio size = $250,000... more info about Scott Teter
Niehaus Liberty Investing, LLC - Berkley, CA We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. more info about Niehaus Liberty Investing, LLC
ACap Asset Management, Inc - Beverly Hills, CA ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. NEW CLIENT minimum portfolio size = $250,000... more info about ACap Asset Management, Inc
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
Veripax Financial Management - El Dorado Hills, CA **NAPFA Member** We are a Fee-Only financial planning and investment management firm that is committed to providing objective and professional advice with the highest integrity and at a reasonable cost. Our NEW CLIENT minimum portfolio size $100,000.... more info about Veripax Financial Management
Beacon Financial Partners - Huntington Beach, CA **NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000... more info about Beacon Financial Partners
Brian Carruthers & Associates - Laguna Beach, CA Since 1990, we have been a FEE-ONLY Registered Investment Advisory Firm specializing in retirement and investment planning for high net worth individuals, trusts, rollover IRAs and retirement plans. Our NEW CLIENT minimum portfolio size = $250,000... more info about Brian Carruthers & Associates
Aikapa Financial Planning and Investment Management - Larkspur, CA *Certified Financial Planner™ (CFP©) and Fee-Only Advisor* Through a dynamic financial plan, ongoing investment management and financial education we support your financial success. Life transitions are easier with us on your side. more info about Aikapa Financial Planning and Investment Management
Aequitas Wealth Management - Los Angeles, CA **NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000... more info about Aequitas Wealth Management
Convergent Wealth Advisors - Los Angeles, CA We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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.
The Darrow Company, Inc. - Los Angeles, CA We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
Westmount Asset Management Inc - Los Angeles, CA Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services. NEW CLIENT minimum portfolio size = $500,000... more info about Westmount Asset Management Inc
Financial Solutions - Mill Valley, CA We are a Fee-Only Portfolio Management and Financial Plannning firm with a client-centered approach. more info about Financial Solutions
Focused Finances, LLC - Oakland, CA **NAPFA Member** You will learn new and creative ways to work with your finances, and you will develop a powerful sense of financial security for yourself and the important people in your life. more info about Focused Finances, LLC
Holbrook Global Strategies - Palo Alto, CA We are committed in helping our clients meet their investment goals. Investment strategies are tailored to meet the needs of each client. more info about Holbrook Global Strategies
Parkworth Wealth Management, 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. more info about Parkworth Wealth Management, Inc.
Lynch Financial Advisors - Roseville, CA **NAPFA Member** We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. We are located NE of Sacramento. more info about Lynch Financial Advisors
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.
Wealth Analytics Partners, LLC - San Diego, CA Wealth Analytics is an independent financial planning firm that provides financial planning, retirement planning and portfolio management advice on Fee-Only basis. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wealth Analytics Partners, LLC
ACap Asset Management, Inc - San Francisco, CA ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. more info about ACap Asset Management, Inc
Aikapa Financial Planning and Investment Management - San Francisco, CA Certified financial planner™ (CFP©) and independent fee-only investment advisor. We build custom comprehensive retirement plans. AIKAPA offers unique solutions for self-employed individuals who need to build retirement wealth quickly. more info about Aikapa Financial Planning and Investment Management
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. more info about Atlas Capital Advisors LLC
CPIC International - San Francisco, CA Put our 25 years experience managing portfolios for U.S. individuals, family groups, trusts, and retirement plans to work for you! more info about CPIC International
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. more info about D'Annunzio Consulting Group, LLC
SoundBridge Capital Management, LLC - San Francisco, CA We design and manage global portfolios based upon academic and professional research in behavioral finance. We strive to achieve superior investment returns using a disciplined, risk management approach. more info about SoundBridge Capital Management, LLC
Walnut Hill Advisors, LLC - San Francisco, CA We are a discreet comprehensive financial planning firm serving a limited number of families. 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. more info about West Portal Investment Group LLC
Fluent Wealth Partners LLC - San Jose, CA We build long term relationships with clients, providing guidance and services based on our experience in the financial industry. more info about Fluent Wealth Partners LLC
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. 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. more info about Annadel Capital
Marin Capital Management - San Rafael, CA **NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. more info about Marin Capital Management
Aspire Capital Management - Walnut Creek, CA At Aspire, we commit to providing you with the highest quality financial advisory and money management services to give you the best chance to achieve and maintain your goals. more info about Aspire Capital Management
Pring Turner Capital Group - Walnut Creek, CA We have provided highly personalized investment management services on a fee-only basis since 1977. more info about Pring Turner Capital Group
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. more info about Summit Portfolio Management Inc.
Marin Capital Management - Woodland, CA **NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management
Ventura Advisors - Woodland Hills, CA **NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ventura Advisors

CO

Back to top

Blueprint Financial Services, Inc. - Arvada, CO We will work with you to create a comprehensive strategy for achieving the secure and comfortable retirement you desire. Our NEW CLIENT minimum portfolio size = $250,000.... more info about Blueprint Financial Services, Inc.
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
Genesis Financial Advisors - Denver, CO We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
Marin Capital Management - Denver, CO **NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management
Life Certain Wealth Strategies - Greenwood Village, CO We address your financial advisory requirements by providing comprehensive financial advice and objective information for individuals and families. NEW CLIENT minimum portfolio size = $250,000... more info about Life Certain Wealth Strategies
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

DC

Back to top

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
Harvest Financial Partners, LLC - Washington, DC When you work with Harvest, you gain a partner who is there for you. We have the tools to ensure all your financial pieces work together so you can achieve your goals. more info about Harvest Financial Partners, LLC
Lifetime Wealth Management - Washington, DC William A. Phillips has been providing financial strategies to individuals, couples, and businesses across the Wash. DC region since 2008. Our NEW CLIENT minimum portfolio size = $50,000.... more info about Lifetime Wealth Management

FL

Back to top

Cathy Pareto and Associates - (305) 414-1332 Coral Gables, FL **NAPFA Member** We provide a more personal approach to financial planning. We operate as an independent Fee-Only Advisory firm. Call for a free consultation appointment. No solicitations! NEW CLIENT minimum portfolio size = $500,000... more info about Cathy Pareto and Associates
Foldes Financial Management, LLC - (305) 414-2667 Miami, FL Our Multiple Asset Portfolio (M.A.P.) is designed to help our clients sleep well at night by achieving better returns with less risk. Call for a free consultation appointment. No solicitations! Our NEW CLIENT minimum portfolio size = $500,000... more info about Foldes Financial Management, LLC
Noyes Capital Management, LLC - (941) 451-6119 Sarasota, FL Call for a free consultation appointment. No solicitations. With our firm, you will receive experienced planning that can help simplify your financial life and organize your personal priorities. NEW CLIENT min. portfolio size = $1,000,000... more info about Noyes Capital Management, LLC
Sunrise Wealth Advisors Inc. - 1 Orlando, FL Contact us for a free consultation appointment. No solicitations! Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. NEW CLIENT minimum portfolio size = $50,000... more info about Sunrise Wealth Advisors Inc.
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 = $500,000... more info about Cathy Pareto and Associates
Reich Investment Advisors LLC - Boca Raton, FL Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors LLC
Investor Solutions - Coconut Grove, FL **NAPFA Member** We are committed to improving our clients' financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Investor Solutions
Firestone Capital Management Inc - Coral Gables, FL Our mission is simple: to connect with our clients and to focus the collective efforts of our team toward making their long-term financial goals a reality. NEW CLIENT minimum portfolio size = $500,000... more info about Firestone Capital Management 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 = $500,000... more info about George Papadopoulos CPA/PFS, CFP
Camarda Financial Advisors, Inc. - Orange Park, FL 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 = $100,000... more info about Camarda Financial Advisors, Inc.
Camarda Financial Advisors, Inc. - Orlando, FL 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 = $100,000... more info about Camarda Financial Advisors, Inc.
Reich Investment Advisors LLC - Orlando, FL Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors 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
Financial Freedom, LLC - Sarasota, FL **NAPFA Member** We provide our clients with Fee-Only Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. NEW CLIENT minimum portfolio size = $1M.... more info about Financial Freedom, LLC
Camarda Financial Advisors, Inc. - Tampa, FL 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 = $100,000... more info about Camarda Financial Advisors, Inc.
Gea Sphere, LLC - Tampa, FL We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds. NEW CLIENT min. portfolio size = $100,000... more info about Gea Sphere, LLC
Reich Investment Advisors - Tampa, FL Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors
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 = $500,000... more info about Cathy Pareto and Associates
Gea Sphere, LLC - West Palm Beach, FL We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds. NEW CLIENT min. portfolio size = $100,000... more info about Gea Sphere, LLC

GA

Back to top

Minerva Planning Group - (404) 919-8411 Atlanta, GA **NAPFA Member** Our mission is to provide our clients financial peace-of-mind. We are a Fee-Only firm with 2 office locations: Atlanta & St. Simons, GA. Call for an appointment. No solicitations please. more info about Minerva Planning Group
Private Wealth Counsel, LLC - (770) 455-5531 Alpharetta, GA Private Wealth Counsel is an independent investment advisory and wealth management firm dedicated to help families build wealth. Call for a free consultation appointment. No solicitations please. more info about Private Wealth Counsel, LLC
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
Arcus Capital Partners - Atlanta, GA The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000.... more info about Arcus Capital Partners
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
Financial Success - Atlanta, GA We are a hands-on boutique financial advisory firm with one goal in mind - building your wealth. We look forward to helping you meet your financial planning goals. NEW CLIENT minimum portfolio size = $500,000 more info about Financial Success
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.
Financial Architects, LLC - Woodstock, GA **NAPFA Member** At Financial Architects, LLC, our focus is understanding and clarifying your goals, creating a financial plan, and managing your investment portfolio so you can achieve your goals. NEW CLIENT minimum portfolio size = $1,000,000... more info about Financial Architects, LLC

HI

Back to top

Genesis Financial Advisors - Honolulu, HI We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
Tucker Wealth Management, 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 Tucker Wealth Management, Inc.

IL

Back to top

Schlindwein Associates, LLC - (312) 533-2221 Chicago, IL Call now for a free consultation appointment. No solicitors. Gain a valuable 2nd opinion on your Financial Situation Today. We are fee-only, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
JC Investment Management - (773) 644-5359 Chicago, IL JC Investment Management (JCIM) is an independent investment management & advisory firm. We keep the interests of our clients FIRST ! Call for a free consultation appointment. No solicitors please. more info about JC Investment Management
Reason Financial Advisors Inc. - (847) 264-4799 Naperville, IL **NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
Reason Financial Advisors Inc. - (847) 264-4799 Northbrook, IL **NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
Capital Point Financial Group Ltd. - (847) 750-6972 Glenview, IL Call for a free consultation appointment. No solicitors. We are a boutique financial planning firm providing a unique value of independent advice that is timely. more info about Capital Point Financial Group Ltd.
Capital Point Financial Group Ltd. - (847) 750-6972 Morris, IL Call now for a free consultation appointment. No solicitations! We are a boutique financial planning firm providing a unique value of independent advice that is timely. Our fiduciary responsibility is to take care of our clients’ best interests. more info about Capital Point Financial Group Ltd.
JK Financial Planning - (847) 886-9077 Vernon Hills, IL **NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation appointment. No solicitations please. more info about JK Financial Planning
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
JK Financial Planning - Chicago, IL **NAPFA Member** We provide fixed-fee financial planning services to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation. No solicitors please. more info about JK Financial Planning
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
Integrity Financial Management, Inc. - Glen Ellyn, IL We are an independent financial planning and wealth management firm, and a member of the Kingdom Advisors originally known as the Christian Financial Professionals Network. NEW CLIENT minimum portfolio size = $250,000... more info about Integrity Financial Management, Inc.
MPI Investment Management, Inc. - Hinsdale, IL MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.

LA

Back to top

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 = $500,000... more info about Cathy Pareto and Associates

MA

Back to top

Walnut Hill Advisors, LLC - (781) 281-9439 Medford, MA Call now for a free consultation appointment. No solicitations please! 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 - (978) 717-1714 Amesbury, MA Call now for a free consultation appointment. No solicitations. We are a “FEE ONLY” “FPA MEMBER” Financial Planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. more info about Clear View Wealth Advisors, LLC
Clear View Wealth Advisors, LLC - (978) 717-1714 Wilmington, MA Call now for a free consultation appointment. No solicitations. “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. 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
Long Wharf Investors - Boston, MA We provide investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension & profit sharing plans. Our fee is based on the assets under management. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Long Wharf Investors
The Darrow Company, Inc. - Boston, MA We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
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
Barker Financial Group Inc. - Burlington, MA We are best known for our comprehensive, integrated and strategic approach to Wealth Management. We take great pride in personally getting to know you, your goals and your tolerance for risk. NEW CLIENT minimum portfolio size = $1,000,000... more info about Barker Financial Group Inc.
The Darrow Company, Inc. - Concord, MA We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
Senior Financial Advisors Inc. - East Longmeadow, MA Our mission is to serve people age 50 and over, with their needs in the areas of retirement and estate planning, income enhancement, insurance and asset management planning. NEW CLIENT minimum portfolio size = $100,000... more info about Senior Financial Advisors Inc.
Collins Financial Advisors - Melrose, MA As Fee Only planners, we avoid conflicts of interest. We can prepare a complete financial plan, provide ongoing planning and investment management or focus on just those issues that concern you. We are located approx. 12 miles from downtown Boston, MA. more info about Collins Financial Advisors

MD

Back to top

Convergent Wealth Advisors - Rockville, MD We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
XML Financial Group LLC - Rockville, MD We are a wealth management firm. We work closely with our clients and other professional advisors to address all facets of their financial lives. NEW CLIENT minimum portfolio size = $500,000... more info about XML Financial Group LLC

ME

Back to top

Financial Freedom, LLC - York, ME **NAPFA Member** We provide our clients with Fee-Only Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. NEW CLIENT minimum portfolio size = $1M.... more info about Financial Freedom, LLC

MI

Back to top

Advanced Asset Management LLC - East Lansing, MI Our mission is to help clients develop wealthy habits and reduce financial stress. We look forward to helping you! 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 = $500,000... more info about Cathy Pareto and Associates
Advanced Asset Management LLC - Grandville, MI Our mission is to help clients develop wealthy habits and reduce financial stress. We look forward to helping you! more info about Advanced Asset Management LLC
MPI Investment Management, Inc. - Holt, MI MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.
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

MN

Back to top

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
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

Back to top

Cutter and Company, Inc. - Ballwin, MO For over 20 years we have provided our clients with outstanding professional investment services and solid financial planning. Our NEW CLIENT minimum portfolio size = $250,000... more info about Cutter and Company, Inc.
Compton Advisors, LLC - St. Louis, MO You will always get personal service and professional results. For a small percentage of total assets under management, we will manage all or part of your investment portfolio according to your goals. NEW CLIENT minimum portfolio size = $250,000... more info about Compton Advisors, LLC
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
Wright Associates - St. Louis, MO Our integrated process emphasizes the management of risk. Our portfolios are carefully constructed to reward clients in good times and in bad times. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wright Associates

MS

Back to top

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 = $500,000... more info about Cathy Pareto and Associates

NM

Back to top

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
Genesis Financial Advisors - Pajarito, NM We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
Marin Capital Management - Rios Rancho, NM **NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management

NV

Back to top

The WealthCare Center - Henderson, NV We are an independent investment consulting firm that specializes in providing holistic income solutions for investors desiring principal preservation, enhanced performance, low cost, and unparalleled service. NEW CLIENT minimum portfolio size = $250,000 more info about The WealthCare Center
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
Pillar Index Advisors - Las Vegas, NV We are completely independent - our expertise is tailoring your unique goals and circumstances with a customized portfolio of assets which helps you best achieve those objectives. NEW CLIENT minimum portfolio size = $500,000.... more info about Pillar Index Advisors
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.
Genesis Financial Advisors - Spring Valley, NV We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors

NY

Back to top

HFH Planning Inc. - (646) 240-4254 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. Call for a free consultation appointment. No solicitations! more info about HFH Planning Inc.
Conrad Capital Management, Inc. - Islandia, NY At Conrad Capital Managment, Inc. our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. NEW CLIENT minimum portfolio size = $500,000... more info about Conrad Capital Management, Inc.
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
Convergent Wealth Advisors - New York, NY We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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
Martone Capital Management Inc. - White Plains, NY Martone Capital Management opened its doors in 1995. The principal officer, William A. Martone, CLU, ChFC, has over 30 years experience following the financial markets. Our NEW CLIENT min. portfolio size = $100,000.... more info about Martone Capital Management Inc.
Piermont Wealth Management Inc. - Woodbury, NY We are a Fee-only Financial Planning and Investment Management Firm with offices in Manhattan and Woodbury, New York. Our NEW CLIENT minimum portfolio size = $1,000,000..... more info about Piermont Wealth Management Inc.

OH

Back to top

Yerkes Financial Advisors Inc. - Cincinnati, OH **NAPFA Member** We are a fee-only firm that offers over 25 years of experience in all aspects of Wealth Management. Our NEW CLIENT portfolio minimum = $500,000.... more info about Yerkes Financial Advisors Inc.

OR

Back to top

Skyline Financial Northwest Inc. - (503) 498-5527 Happy Valley, OR We are a Fee-Only, low-cost firm that uses one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Call now for a free consultation appointment. No solicitors please. more info about Skyline Financial Northwest Inc.
Skyline Financial Northwest Inc. - (503) 974-7535 Portland, OR We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches—backed by Nobel Prize winning research. Call now for a free consultation appointment. No solicitors please. more info about Skyline Financial Northwest Inc.
Sterling Investment Management, Inc. - Beaverton, OR **NAPFA Member** We provide independent, Fee-Only financial planning and investment advisory services to assist you with developing the financial plan needed to achieve your goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sterling Investment Management, Inc.
SecondHalf Planning & Investment - Clackamas, OR We specialize in the unique financial needs of widows, retirees, and others actively preparing for life's second half. Our NEW CLIENT minimum portfolio size = $250,000.... more info about SecondHalf Planning & Investment
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.
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

PA

Back to top

Harvest Financial Partners, LLC - (610) 572-2213 Paoli, PA Call for a free consultation. No solicitations please. We believe people still care about personal service! We can accomplish more together. Our offices are located 25 miles NW of Philadelphia and our NEW CLIENT minimum portfolio size = $100,000... more info about Harvest Financial Partners, LLC
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 = $1M... more info about Walden Capital Advisors, LLC
Wright Associates - Bethel Park, PA Our integrated process emphasizes the management of risk. Our portfolios are carefully constructed to reward clients in good times and in bad times. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wright Associates
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.
Financial Freedom, LLC - Malvern, PA **NAPFA Member**We provide our clients with Fee-Only Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. NEW CLIENT minimum portfolio size = $1M.... more info about Financial Freedom, LLC
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
Peridot Capital Management - Pittsburgh, PA We are an independent registered investment advisory firm specializing in customized portfolio management, investment consulting services, and financial advice for every type of individual investor. NEW CLIENT min. portfolio size = $50,000.... more info about Peridot Capital Management
Lawrence Wealth Management LLC - Plymouth Meeting, PA We understand that no two investors or businesses are alike. As a “fee-only” firm you can be assured that there are no conflicts of interest – our interests are perfectly aligned with yours. NEW CLIENT minimum portfolio size = $500,000.... more info about Lawrence Wealth Management LLC
Bruce A. Kraig Associates - West Chester, PA As Certified Financial Planners, we offer unbiased customized service based on each client's individual goals and timelines. Experience the advantage of unbiased Fee-Only investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Bruce A. Kraig Associates

RI

Back to top

Gea Sphere, LLC - East Greenwich, RI We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds. NEW CLIENT min. portfolio size = $100,000... more info about Gea Sphere, LLC

TX

Back to top

Sweetwater Financial Advisors, LLC - (210) 263-3629 San Antonio, TX Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC - (214) 997-1916 Dallas, TX Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC - (281) 504-7695 Sugar Land, TX Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
Schlindwein Associates, LLC - (469) 228-4026 Dallas, TX Call now for a free consultation appointment. No solicitors. Gain a valuable 2nd opinion on your Financial Situation Today. We are fee-only, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
Sweetwater Financial Advisors, LLC - (512) 862-7013 Austin, TX Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
Posey Capital Management Inc. - (713) 701-9557 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 planning. Call now for a free consultation appointment. No solicitations. more info about Posey Capital Management Inc.
Global Wealth Advisors - (972) 532-9141 Dallas, TX Call for a free consultation appointment. No solicitors. We are an independent group of financial professionals dedicated to helping our clients reach their objectives through "comprehensive wealth management". NEW CLIENT min. portfolio size = $100,000.. more info about Global Wealth Advisors
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
Blackhaw Wealth Management, LLC - Austin, TX We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients. NEW CLIENT minimum portfolio size = $500,000.... more info about Blackhaw Wealth Management, 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
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
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

UT

Back to top

Jamestown Wealth Management LLC - (801) 980-1968 Provo, UT Call for a free consultation appointment. No solicitations. We provide customized wealth management solutions for individuals seeking a fulfilling retirement and financial independence. Our NEW CLIENT minimum portfolio size = $250,000... more info about Jamestown Wealth Management LLC
Genesis Financial Advisors - Salt Lake City, UT We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
MPI Investment Management, Inc. - Salt Lake City, UT MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.
Pillar Index Advisors - Saratoga Springs, UT We are completely independent - our expertise is tailoring your unique goals and circumstances with a customized portfolio of assets which helps you best achieve those objectives. NEW CLIENT minimum portfolio size = $100,000.... more info about Pillar Index Advisors

VA

Back to top

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 = $250,000... more info about Asset Harvest Group LLC
Noffsinger Financial Group - Newport News, VA We offer financial services to individual investors as well as business owners. Our investment strategy is based on long-term investing with the individual investor's needs coming first. NEW CLIENT minimum portfolio size = $50,000... more info about Noffsinger Financial Group

WA

Back to top

Fortiphi Financial, LLC - (206) 973-0566 Seattle, WA Fortiphi Financial LLC provides Dynamic Strategic Planning solutions for individuals, families and business owners who seek clarification and diversification. Call for a free consultation appointment. No solicitations. NEW CLIENT min. portfolio = $250,000 more info about Fortiphi Financial, LLC
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
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.
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

WI

Back to top

JC Investment Management - Milwaukee, WI At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about JC Investment Management