Links to Other Great Financial Planning and Investment Sites Around The Country
Financial Advisor & Investment Links and Resources
Paramount Investment Advisors, Inc. is a registered investment advisor firm in Metro Atlanta with an office in Suwanee, Georgia . We’ve provided these financial links and information as a resource. We do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.
Find a Financial Advisor - Independent Fee-Only Financial Advisor Firms
CFP Financial Advisors in Phoenix A fee only financial planning and wealth management firm focused on retirement planning for those near or in retirement.
Reh Wealth Advisors LLC and Investwithsteve.com is a fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC– is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.
Johnston Investment Counsel: With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.
Louisiana
Personal Financial Advisors are fee-only financial planners in Covington, LA and Tuscaloosa, AL PFA is a comprehensive, fee-only financial planning firm in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, and Birmingham areas.
Maine
Portland Financial Planning Group, LLC – Maine fee-only advisors Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.
Michigan
CFPCPA Fee Only Financial Advisor Wealth Management Michigan GeorgePapadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.
Minnesota
Phillip James Financial provides wealth management and comprehensive financial planning services to Minneapolis, Maple Grove, Plymouth and surrounding suburbs. We are fee-only pricing model and never sell financial "products." Phillip Christenson is the owner and financial advisor and his website can be found here - http://phillipchristenson.net.
Mississippi
Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.
Nevada
Finacuity Financial Advisors in Las Vegas. A fee only financial planning and wealth management firm focused on retirement planning for those near or in retirement, and small to medium sized business 401k plans.
New Jersey
PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice. Financial Advisor NJ - Zynergy Retirement Planning is a trusted Fee-only financial planner in Red Bank, NJ.
New York
Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) in New York – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.
North Carolina
Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. www.alphafa.com
Canton Ohio Fee Only Financial Planning and Asset Management.Justin Rush, Founder of JGR Financial Solutions, is a CFP practitioner and member of NAPFA. He serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
Fee Only Financial Advisors in Columbus Ohio – rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
Personal Financial Planning Advice in Lubbock and Texas. Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.
CFP Servicing the Plano, McKinney and Allen, TX Areas Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Suwanee, Buford, Sugar Hill, Duluth, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Suwanee Georgia office. We also work with clients virtually by using technology to our advantage.