Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards requirements.
Offering investment management and financial and retirement planning services.
Provides retirement and estate planning, as well as investment advisory services.
Fee-only financial planning and investment advisory firm.
Provides insurance services, investment and retirement planning, and college funding.
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
Provides financial planning, divorce planning and asset management.
Offers investment, retirement and financial management to individuals, families, and corporations.
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Fee-based CFP firm provides life planning and financial planning services.
Specializes in providing fee-only financial planning and investment advice.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Offers investment and retirement planning services.
Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts.
Offers holistic financial planning to clients on a fee-only basis.
Financial advisor providing portfolio management and financial planning services.
Provides personal financial planning services in Australia.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
Providing financial planning and asset management services. Features articles and links to financial resources and services.
Fee-only financial planners offers investment advice and articles.
Fee-only tax planning and preparation, estate planning, insurance and investments.
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
Offers financial planning to individuals, corporations and institutions.
Providing portfolio management and financial planning services.
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
Financial planning and registered investment advisory services.
A fee-only financial planning firm in Atlanta, Georgia.
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
Hadley, Massachusetts firm offers fee-only financial planning services.
Rockville, MD firm offers financial planning to people in the process of divorce.
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Fee-based managed accounts, retirement planning, and educational and fund strategies.
Offering financial planning, estate planning, investment management and individual consulting services.
The Canadian regulatory organization awarding the Certified Financial Planner designation.
Organization comprised solely of CFP licensees.
Providing investment and financial advice, and portfolio management.
Financial planning and investment advisory firm. Principals profiles, fee description.
Provides advice in the areas of investment, estate, insurance and tax planning.
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
Fee only investment advisor firm providing asset management services to high net worth clientele.
Provides financial and IRA planning services.
Provides portfolio management and fee-only financial planning services.
Offers advice in the areas of estate and retirement planning, and planned giving.
Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
Certified Financial Planner and CPA offering estate and tax planning.
Fee-only CFPs provide financial planning and investment advice to individuals and families.
Offers investments, divorce planning, wealth management, and retirement planning.
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
Specializing in the financial concerns of women.
Provides financial planning, tax preparation services and educational resources.
New York CPA and CFP assisting with personal estate, investment, and financial planning.
Investment advisory firm providing portfolio management and financial planning services.
A financial planning and advisory firm.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
Provides retirement planning, college funding, and financial planning services.
Provides fee-only financial planning, specializing in retirement planning.
Assists investors in a full-range of financial and estate services.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Provides financial planning, investment products and free tools and information.
Provides fee-only financial planning and investment advice for middle-income clients.
Financial planner offers financial advice to individuals and small businesses.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
Offering financial planning and investment management services.
Specializing in financial planning, retirement services, investment management and portfolio management.
A private tax and financial planning firm located in Bellingham, Washington.
Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
Provides domestic and international financial, retirement and estate planning.
CFP provides fee-only financial planning services.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Provides financial planning, divorce planning and asset management services.
Provides fee-only financial planning, investment management and corporate seminars.
Provides financial planning and investment services.
Provides financial planning products and services and wealth accumulation strategies.
Advisor provides financial planning, plan administration, and investment management.
Providing investment, tax planning, retirement planning, and estate planning services.
Providing fee-only wealth management services.
Provides fee-only financial planning and investment advisory services.
Provides investment advice, portfolio management and college planning.
Fee-only financial planning firm located in San Luis Obispo, California.
An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.
Offers financial and investment advice to individuals and families on a fee-only basis.
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Provides financial services to individuals and businesses.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Provides fee-only investment, financial and stewardship guidance including asset management services.
Provides tax and financial advice to British expatriates and UK residents.
Certified personal wealth managers.
Offers full range of financial planning products and services.
Providing financial planning for individuals, businesses and organizations.
Provides investment and retirement planning services.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Offers fee-only asset management and investment advising, tax preparation and estate planning.
Offers financial planning and consultation services.
Financial planners and advisors located in Overland Park, KS.
Offers articles, market updates, discussion areas, and financial planning services.
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