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NAPFA Affiliates


 
Regardless of where you live, we can work with you to help you move closer to your financial goals.  With the savvy use of technology, we can work together virtually as well as plan in-person meetings.  Our clients reside in over a dozen different states.

However, if you prefer a more local fee-only investment advisor, the following are members of the National Association of Personal Financial Advisors (NAPFA). 

NAPFA Affiliates
 
  • Fee-Only Financial Advisor in San Diego County
    Charles L. Stanley CFP® ChFC AIF® provides estate planning and wealth management for clients throughout the United States. He is a Wealth Manager with Trovena, LLC, a SEC registered Investment Advisor with offices in La Jolla,CA; Redondo Beach, CA; and Roseland, NJ
  • Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
    Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
  • Huntsville, Alabama Certified Financial Planner
    West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planners TM that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
  • Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
    Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
  • Vintage Financial Services, LLC

    Vintage Financial Services, LLC is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services.  http://www.vintagefs.com

 
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