Directory of United States Resources

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US-based (probably) and US-focused (always) financial planning businesses targeting individuals as clients.

Resources in This Category

• ACH Investment Group

  http://www.achinvest.com/
  Provides financial planning services, insurance and educational seminars.

• Adirondack Asset Management, LLC

  http://www.adkasset.com/
  Providing fee-only financial planning services and investment advice to individuals and families.

• Adirondack Family Business Consultants, Inc.

  http://www.adkfamilybusiness.com/
  Offers business and family planning, estate and retirement planning, management and succession planning.

• Allegheny Financial Group, Ltd.

  http://www.alleghenyfinancial.com/
  Investment advisor provides financial planning advice to individuals and businesses.

• Alliance of Cambridge Advisors, Inc.

  http://www.cambridgeadvisors.com/
  Fee-only financial planning service. Members are required to hold the CFP, ChFC, or CPA/PFS designations, or to have the advanced education and experience deemed equivalent. They must meet standards for continuing education, and they must successfully complete a proprietary training program.

• Alpha Advisors

  http://www.alpha-advisors.com/
  Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.

• Ann Wolfson Associates

  http://www.annwolfson.com/
  Offers full service independent financial planning, based in Fayetteville, NY.

• Antolino & Associates

  http://www.antolino.com/
  Provides benefit management services and family wealth counseling.

• AXA Advisors

  http://www.axaonline.com/
  Provides investment, retirement, and estate planning advice.

• Berson and Corrado

  http://www.bersonandcorrado.com/
  Provides tax planning, accounting and business advisory services.

• Braun Financial

  http://www.braunfinancial.com/
  Offers financial planning to a diverse group of individuals and families.

• Brownson, Rehmus, Foxworth Inc.

  http://www.brfinc.com/
  Offers fee-based financial counseling to wealthy families and corporate executives.

• Bryson Financial Group

  http://www.bryfi.com/
  Offers employee benefits, insurance planning, executive tax planning and estate planning services.

• Cain Watters And Associates

  http://www.cainwatters.com/
  Provides financial services, consultation, monitoring and planning services.

• Carter Financial Management

  http://carterwealth.com/
  Offering financial planning services in Dallas, Houston and Chicago.

• Center for Financial Planning

  http://www.centerfinplan.com/
  Financial planning and asset management firm for successful clients.

• Consolidated Planning, Inc.

  http://www.cplanning.com/
  Specializes in providing financial information and knowledge to business owners and individuals.

• Core Asset Management Company

  http://www.coreasset.com/
  Investment advisor offers both financial planning and asset management.

• Cornerstone Investment Services

  http://www.cornerstoneri.com/
  Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.

• Couture & Associates Financial Services

  http://sarasotainvestmentadvisor.com/
  Provides financial planning and money management services. Located in Sarasota, Florida.

• CTC | myCFO

  http://www.ctcmycfo.com/
  Provides financing planning and advisory services.

• David J. Boczar, CFA

  http://www.davidjboczar.com/
  Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.

• Davidson Capital Management, Inc.

  http://www.davidsoncap.com/
  Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.

• Dern Capital Management Corporation

  http://www.derncapital.com/index.asp
  Investment advisory firm providing portfolio management and financial planning services.

• Diversified Financial Management, Inc.

  http://www.dfmwealth.com/
  Specializing in financial planning for businesses and individuals.

• Edelman Financial Services LLC

  http://www.edelmanfinancial.com/
  Financial planning resource on investing, insurance, taxes and estate planning.

• EF Moody, Financial Planner

  http://www.efmoody.com/
  A financial planning site designed for consumer knowledge and protection.

• Emerald Financial Services

  http://www.emeraldinc.com/
  Offers a wide range of financial planning, retirement planning and risk management services.

• Expatriate Financial Services

  http://www.efs.com.my/
  International financial planning brokerage specialising in the financial affairs of expatriates.

• Fast Financial Analysis Dot Com Inc.

  http://www.fastfinancialanalysis.com/
  Offers free financial planning, debt management solutions and online financial advice.

• Fiduciary Trust Company

  http://www.fiduciary-trust.com/
  Provides a range of personal financial planning and advisory services.

• Financial Group of Central MN

  http://www.financialgroupmn.com/
  Financial advisory firm offers life and health insurance services in addition to investment planning.

• Financial Planners Index

  http://www.plannersindex.com/
  Provides financial articles and information on obtaining a financial planner.

• Financial Planning Consultants, Inc.

  http://www.financialsoftware.com/
  Support individuals and organizations that deliver planning and protection.

• Financial Security

  http://www.gofsg.com/
  Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.

• First Financial Group

  http://www.firstfinancialgroup.com/
  Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.

• Foundation Management Inc

  http://www.financialmanagementinc.com/
  Fee-only financial advisory group providing financial planning services.

• FPtransitions

  http://www.fptransitions.com/
  Focuses on the buying and selling of businesses, and selling a financial practice.

• Frank Russell Company

  http://www.russell.com/
  Provides financial planning for individuals and institutions around the world.

• Fred Jurewicz Financial

  http://www.fjfinancial.com/
  A financial planning and insurance provider in Shakopee, MN.

• Globalview Advisors LLC

  http://www.globalviewadvisors.com/
  Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.

• H.D. Vest Financial Services

  http://www.hdvest.com/
  Lists over 7000 financial advisors offering tax and other financial planning consultations.

• Herr Capital Management, LLC

  http://www.herrcapital.com/
  Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.

• IARFC

  http://www.iarfc.org/
  An international association for registered financial planners.

• InfoHQ Online CPA

  http://www.infohq.com/CPA/OnlineCPA.htm
  Provides advice and services in all areas of personal financial management.

• ING USA

  http://ing.us/
  offers asset management, mutual funds, insurance and retirement planning.

• Kiplinger

  http://www.kiplinger.com/
  A center for personal finance advice and information.

• Knepp Financial Group, LLC

  http://www.kneppfinancial.com/
  Offers financial, investment, estate and retirement planning.

• LEAP Systems Inc.

  http://www.leapsystems.com/
  Offers a financial management and wealth creation system.

• Legend Financial Advisors, Inc.

  http://www.legend-financial.com/
  Fee-only advisory firm providing financial planning and investment management to the affluent.

• Lincoln Financial Group

  http://www.lfg.com/
  Provides financial planning and advisory services for individuals and businesses.

• Mallard Asset Management Corp

  http://www.mallardadvisors.com/
  Investment advisory firm offers portfolio management and financial planning services.

• Mercer Financial Planning

  http://www.mercerwealthsolutions.com.au/
  Offering financial planning and asset management services. Market commentary, seminars and publications.

• Midwest Professional Planners, Ltd.

  http://www.mpplplan.com/
  Providing fee-based financial consulting and investment advisory services to clients in Wisconsin, Illinois and Minnesota.

• Morningstar Advisor

  http://www.morningstar.com/advisor
  Offers a learning center, editorials and forum discussions for financial planners.

• Nashoba Financial Planning

  http://www.nashobafinancialplanning.com/
  Provides fee-only financial planning and investment advice.

• Net Worth Strategies

  http://www.networthstrategies.com/
  Offers financial planning software and services for fee-based financial planning professionals and consumers.

• NPA Financial, LLC

  http://www.npafinancial.com/
  Provides distribution planning as well as full financial planning services.

• Oliver Inc.

  http://www.oliverslearning.com/
  Writes and publishes textual books focusing on the securities and financial planning industries.

• Omni Tax & Financial Advisors

  http://www.omniadvisors.com/
  Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.

• Parsec Financial Management

  http://www.parsecfinancial.com/
  Provides fee-based financial planning, retirement consulting and estate plans.

• Pauley Financial Services, Inc.

  http://www.pauleyfinancial.com/
  Fee-only financial planning and investment advisory firm.

• Pinnacle Investments, Inc.

  http://www.pinnacleinvestments.com/
  Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.

• Planning Templates, Inc.

  http://www.planningtemplates.com/
  Offers a financial planning calculator suite that works with Microsoft Excel.

• Prudential

  http://www.prudential.com/
  Provides financial planning information and tools.

• Raymond James Financial, Inc

  http://www.raymondjames.com/
  Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.

• Registered Financial Planners Institute

  http://www.rfpi.com/
  Recognizes qualified individuals who are in the field of financial planning.

• Reliance Financial Services, N. A.

  http://www.yourstatebank.com/wealth-management.htm
  Provides asset management, personal trust, and retirement plan administration.

• SaveWealth.com

  http://www.savewealth.com/
  Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.

• SIBI Group

  http://www.sibigroup.com/
  Financial planning boutique offering estate, investment and retirement planning.

• Stefans Associates

  http://www.summitadvisorslongisland.com/
  Tax and financial planning firm, catering to individuals and small businesses.

• Strategic Capital Management

  http://www.scmag.com/
  Provides global asset management and investment advisory services.

• Strategic Financial Planning, Inc.

  http://www.strategicfp.com/
  Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.

• The Association of Divorce Financial Planners

  http://www.divorceandfinance.org/
  Planners who focus on financial issues involved in the divorce process.

• The Ferrucci Company

  http://www.ferruccicompany.com/
  Provides financial and estate planning, and investment management services.

• VFA

  http://www.vfa.com/
  Provider of facilities capital planning and management solutions.

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• Home > Business > Financial Services > College Financing
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