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About Us
Fee-Only Advisors
The following fee-only advisors are located outside the Poughkeepsie,
NY area and are part of the ACA community. They may be available to
serve the needs of family or friends in other parts of the country.
Taconic Advisors, Inc. does not
receive any compensation or referral fees from these advisors.
- Alabama
Frank Horton, CFP®—Independent,
Fee-Only Financial Planning Services in
Oneonta, AL
Comprehensive advice designed to help people achieve financial independence
and peace of mind.
- Arizona
Friedrichs Financial Alliance—Fee-only financial Planner—Mesa, AZ
Financial planning to achieve your long-term financial goals.
Mark Stempel &
Associates—Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Tucson, Arizona and San
Francisco Bay Area
We integrate all the financial areas in your life, including tax
planning/preparation, estate planning, will execution, insurance and
investment advice and implementation into one overall comprehensive plan.
- California
Aegis Financial Advisory, LLC Client-Centered Planning for Life™,
Fee-Only
Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial
Advisor. I am a Fee-Only financial planner offering comprehensive financial
planning services to individuals, families and small business owners. I take
a client-centered approach and craft solutions that are technically
sophisticated and artfully structured to truly reflect your priorities and
values.
Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional
in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory firm specializing in an
integrative approach to personal financial planning, tax minimization, and
prudent money management, where all advice is rendered in a non-commission,
fiduciary relationship.
GLJ Financial Solutions—Real Solutions for Real People—Woodland Hills, CA
Do you have the right financial plan? Are you paying only what you truly owe
in taxes? Are you making the best decisions about insurance, estate
planning, retirement planning, budgeting, and your most important goals? Do
you have the investments and investment strategies that will allow you to
reach your goals? We can help you integrate money, goals and values. We are
Fee-Only advisors and you will get from us objective personal advice on how
to achieve your financial goals.
LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory
office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning,
and wealth advisory firm. We focus on providing proactive planning and
strategic implementation for clients who trust our expertise and are willing
to delegate the money management to the professionals. Our client-centered
planning approach helps our clients to focus on their life and what they do
the best.
Lynch
Financial Advisors—Fee-Only, Comprehensive Financial Advisors in
Roseville, CA
Based in Roseville, California (and serving clients throughout California,
Oregon, Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors
is a Fee-Only advisory firm that provides comprehensive financial planning
for individuals, couples and small business owners. Our comprehensive
financial planning includes goal setting, budgeting, insurance review,
portfolio analysis, investment strategy, retirement/education/retirement
planning, as well as tax projection and planning.
Natural Bridges
Financial Advisors is a fee-only, CERTIFIED FINANCIAL PLANNER™, Registered
Investment Advisor located in Santa Cruz, CA
We provide personal financial life planning, investment
management and education services for clients to help them achieve financial
independence and peace of mind.
Mark Stempel &
Associates—Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Tucson, Arizona and San
Francisco Bay Area
We integrate all the financial areas in your life, including tax
planning/preparation, estate planning, will execution, insurance and
investment advice and implementation into one overall comprehensive plan.
Roman Financial Advisors—Fee Only,
CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment and Tax Advice for a fee. I don't
sell products or receive commissions. My focus is on helping people make
smart financial decisions. I believe Financial Planning is a process and not
a one-time event.
Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA
Personal financial planning so that you can live an extraordinary life.
Veritana
Financial Planning, Inc.
Comprehensive advice to help you achieve financial independence.
- Colorado
Alpers And
Associates, Inc., Mary R. Alpers, Fee-Only Financial Planning, Monument, CO
Helping you manage your financial lifeplan to meet your goals.
McNary Financial
Planning—Because no one wants to work forever®
Providing fee-only planning to families, professional women, and
entrepreneurs seeking financial independence.
Pikes
Peak Financial Planning LLC
Providing financial counsel for midlife and beyond.
Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning
Services in Colorado Springs, CO
Pinnacle Financial Concepts, Inc is a Fee-Only personal financial advisory
firm providing comprehensive financial and investment planning services that
are in the best interests of our clients.
Simmons & Associates
Simmons & Associates is a member of the fee-only NAPFA organization, the
Paladin Registry and the Alliance of Cambridge Advisors.
Strasbaugh Financial Advisory, Inc.—Fee-Only Financial Advisor, Investment
Advisor- Retirement Planning, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to
articulate and implement their financial goals as they approach their
retirement years. We act as a Fiduciary—we do not sell products or
collect commissions.
- Connecticut
Lifestyle
Financial Strategies, LLC—Comprehensive Fee-Only Financial Planning and
Investment Advisory Services
Helping You Achieve Financial Independence through Greater Clarity, Better
Control and Higher Confidence in your Financial Lifestyle
- Florida
Lawrence Financial Planning, LLC—Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment planning, NO COMMISSIONS from the
purchase or sale of products, serving the Tampa Bay Florida area
Rehl Financial Advisors—helping you enjoy a better life, richer in all
respects
Have you reached that stage in life where you want professional guidance and
support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is
a comprehensive, Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps you deal
with all your money issues during these complex times. She specializes in
assisting widows and is passionate about helping them make progress in their
new financial situation. As a widow herself, Kathleen is the author of the
forthcoming book, Moving Forward on Your Own: A Financial Guidebook for
Widows.
Sterling Wealth Advisors—Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive
investment management, retirement planning, and financial planning services
to clients in Florida and nationwide. We assist clients in realizing their
life goals through defining, planning, and protecting their long-term
financial security. All advisors are members the National Association of
Personal Financial Advisors.
- Illinois
Folk Financial Planning: Helping you achieve Financial Independence serving
Urbana and Champaign, IL
Folk Financial Planning provides holistic Fee-Only financial planning,
investment advice, tax preparation and planning, to help residents in the
greater Urbana-Champaign, Illinois area achieve financial independence.
Sophie Kaluziak, Vista Financial Planning, Independent,
Fee-Only Financial
Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of
Chicago, IL
Sophie Kaluziak with Vista Financial Planning provides independent, Fee-Only
advice utilizing a comprehensive holistic approach to the financial planning
process. Sophie has provided financial planning and investment management to
individuals and couples in Oak Park, IL and the near western suburbs of
Chicago, IL since 2003.
Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago,
Illinois
Providing fee only financial advising and specializing in helping clients
feel calm, confident and in control.
- Indiana
Piedmont Financial
Advisors, LLC
Expert financial planning for people who have to work for a living.
- Massachusetts
Nashoba
Financial Planning—Fee Only Financial Planner in Massachusetts
Face the future with clarity and confidence! Comprehensive advice to help
you achieve financial independence
The Practical Planner. Holistic,
Fee-Only, independent advice in Maynard, MA
If you are looking for a holistic approach to your investments and taxes,
one that is based on your personal goals and values, circumstances, and
aspirations, I invite you to browse through my web site to learn more about
working together.
- Minnesota
Brown Wealth Management, LLC—Fee-Only, CERTIFIED FINANCIAL PLANNERS™ in
Eden Prairie, MN
Brown Wealth Management is a Fee-Only, CERTIFIED FINANCIAL PLANNER™, in Eden
Prairie, MN. Brown Wealth Management provides comprehensive Fee-Only
financial planning and investment advisory services with offices in Eden
Prairie and Woodbury, MN.
- New Hampshire
Financial Pathways Independent Financial Planning Services in Londonderry
NH, Serving New Hampshire from North Conway to the Mass Border
At Financial Pathways, our focus is on the real-life financial needs of our
clients. We believe that you cannot maximize your stock and mutual fund
investments without consideration of other important areas of your financial
life. We specialize in a Fee-Only approach which looks at your financial
plan as a whole system with the various parts complementing, adding power,
and improving efficiency throughout the greater whole.
Northeast Passage Financial Advisors LLC: Independent, Fee Only Financial
Planning and Investment Management Services in Brentwood, NH and serving
Southern NH and ME
We help our clients achieve financial independence and peace of mind, one
step at a time. Objective, clear, and sensible financial planning and
investment guidance.
- New Jersey
Baehr Family Financial, LLC, Fee Only Financial Planning serving the
Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial
planning firm specializing in Financial Advice for Everyday Life. With our
independent, fee only approach, you can be sure that your best interest is
our only interest.
- Nevada
Precise Financial Planning, LLC—Fee-Only, Financial Planner in Las Vegas,
NV
Audry Batiste is a Fee-Only financial planner in Las Vegas, NV and he is the
founder of Precise Financial Planning, offering Fee-Only financial planning
services in Southern Nevada including Las Vegas, Henderson, North Las Vegas,
and Boulder City. Audry passed the CFP® exam in 2008 and is a Candidate for
CERTIFIED FINANCIAL PLANNER™ certification.
- North Carolina
Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and
Virtually
We focus on helping people create their desired future thru the utilization
of all their resources.
Wealth Management Group,
Inc.—Fee Only Financial Planning, Investment and Tax Advice in Winston
Salem, North Carolina
Providing Comprehensive Financial Planning, Investment, and Tax advice for
"Middle America."
- Ohio
Cambridge Financial & Tax Advisors, LLC (Central Ohio):
Fee-Only, Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER™, serving the Columbus Metro area
As a Registered Investment Advisor and fiduciary offering holistic, Fee-Only
financial planning, and tax planning/preparation services since 1988, the
advice I dispense is based strictly on your particular situation and
financial goals. I receive no commissions or kickbacks, and therefore, am
able to provide objective recommendations that are custom tailored to best
fit your financial needs.
Reed Financial
Planning, LLC—Fee Only, CERTIFIED FINANCIAL PLANNER™ in Columbus, OH
I help middle-income people organize their financial life. Together we
integrate all your finances (e.g., investments, taxes, insurance, real
estate) into a personal plan that works toward your personal goals. No
commissioned sales, just unbiased financial advice.
Savvy Outcomes Inc.—Fee-Only, CERTIFIED FINANCIAL PLANNER™
practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering
money management, investment and retirement plans, risk management, and tax
planning.
Westlake Advisors—Independent, Fee-only Financial Planners in Westlake, OH
Westlake Advisors is an independent, fee-only financial advisory firm. I
provide comprehensive financial planning services including sound advice on
the topics of investments, retirement and estate planning, insurance, and
general financial matters. Since taxes have a major impact on all of us, I
place a special emphasis on tax planning and include tax preparation.
As your trusted advisor, my mission is to help you make smart choices about
your money so you can have the kind of life you want to live. As a NAPFA
fee-only planner, I sell only my services, and receive no commissions from
the purchase/sale of products.
- Oklahoma
Step By Step Tax and Financial Planning—Fee-Only CERTIFIED FINANCIAL
PLANNER™ near Tulsa, OK
Fee only financial planning firm owned by a CFP (Certified Financial
Planner) offering tax planning, tax preparation, financial planning, estate
planning, wealth management and other financial services in Broken Arrow, OK
and Tulsa, OK.
- Oregon
Thompson Advisory Services
– Comprehensive, Fee-Only CERTIFIED FINANCIAL
PLANNER™ practitioner in Portland, OR
Thompson Advisory Services is an independent, Fee-Only advisory firm
providing holistic guidance on all aspects of your financial life. Serving
Northern California and the Pacific Northwest, with locations in Portland
and San Francisco.
- Pennsylvania
Baehr Family Financial, LLC, Fee Only Financial Planning serving the
Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial
planning firm specializing in Financial Advice for Everyday Life. With our
independent, fee only approach, you can be sure that your best interest is
our only interest.
Plans to Prosper, LLC:
Fee-Only NAPFA-Registered Financial Advisor,
CERTIFIED FINANCIAL PLANNER™, and Registered Investment Advisor for
Pittsburgh, Wexford, Cranberry and Allegheny, PA
Plans to Prosper, LLC provides objective financial planning and investment
advisory services in the Pittsburgh, Wexford, Cranberry, Allegheny and
surrounding areas of Pennsylvania. The firm is a Registered Investment
Advisor and fiduciary—placing client interests first. Each professional is
a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor.
Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA
Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of
Templeton Financial Planning. We provide Fee-Only financial planning to
individuals, families, and small business in and around the greater
Pittsburgh, PA area.
-
Texas
Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine
Texas
Pegasus Advisors, LLC is a money strategy firm that enables smart people
with better things to do than obsess about money to live more secure and
meaningful lives. Our innovative, no-sales system can help you increase the
probability of success and reduce the amount of stress involved in managing
your personal finances.
-
Wisconsin
Trinity Financial
Planning, Middleton Wisconsin, Members of Alliance of Cambridge Advisors and
Financial Planning Association
Trinity Financial Planning is a comprehensive financial planning and
investment advisory firm that provides unbiased tax advice, Financial
Tune-Ups and holistic financial planning without the conflicts of interest
inherent in selling investments or insurance. Our services are designed to
serve those who believe strongly in minimizing their taxes and those who
want to be long-term investors rather than stock traders. We offer full
disclosure, fee-only advice all the time. No product sales, no commissions,
ever.
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Charles “Chip” Simon, CFP®
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.