Free List of Financial Planners.

Unlike other sites where financial planners have to pay to get listed, then are screened, references checked out, have to sign complex agreements that benefit the website at the expense of the financial planner, we're letting anyone that looks like they're in this business, and doing the right things, list for free. We did absolutely nothing to check these people out, so we are not responsible for what happens if you hire them.

See the other half of the financial planner listings: States starting with M - W

International Financial Planners

20/20 Wealth Creation is a small Investment company In Calgary Alberta Canada that is quickly gaining momentum. Our website is currently being developed. We specialize is offering unique and interesting investment products across Canada. Investment opportunities are available to Canadian and non-Canadian citizens. Thank you for allowing us the opportunity to provide Financial Investment Services to your web followers and clients with an interest in Canadian financial investment offerings.
Darwin Gerber, President 20/20 Wealth Creation Providing 107 Prestwick Landing SE Calgary AB T2Z 3S4 Clarity and Vision in Investment (403) 703 2020

Atlas Wealth Management is a specialist in providing financial advice to Australian expatriates. Whether you are based in Shanghai, Hong Kong, Dubai or further afield, we have the experience in providing wealth management services to the expatriate community. Atlas Wealth Management was born out of the demand from expatriates who wanted a wealth manager they could trust back in Australia to look after their investments whilst they went overseas to further their careers and life experiences. www.atlaswealth.com.au Suite 2503, Level 5, Tower 2, 5 Lawson Street, Southport QLD 4215 Australia - Phone +61 7 5665 3622

Creveling & Creveling Financial Planning Ltd. provides fee-only financial planning, investment advice, second opinions and check-ups to expatriates in Asia. Firm is regulated by the US SEC and the Thai SEC. Contact Chad Creveling, CFA or Peggy Creveling, CFA 3 Sukhumvit Soi 30, Bangkok, Thailand. +66 2 661-2716 www.crevelingandcreveling.com

Enable Me Personal Financial Trainers - Financial management and mortgage planning for New Zealanders. Offering introductory seminars, programmes and support to help you become better at budgeting and planning your household finances. PO Box 498, Shortland St, Auckland 1140, New Zealand. Phone: 09-303-1306

Freeman Capital Management provides financial planning and retirement services for expatriates living in SE Asia. We provide customized investment portfolios based on each clients' personal goals and risk tolerances. Services are provided on a fee-only basis, which sets us apart from the majority of financial advisors in SE Asia. Our independent, professional advice is never in conflict with your investment goals. No commission-oriented products, no lock-in periods, no hidden fees, no sales presentations. It is our personal and professional passion to help clients grow their money and achieve financial security. Freeman Capital Management is a Registered Investment Advisor, Regulated by the U.S. Securities and Exchange Commission (SEC).
Contact Don Freeman, Portfolio Manager 85/21 Sai Yuan Road, Phuket, Thailand 83130, 503.616.3850 Phone Thailand: +66 (089) 970-5795

Independence Private Client - Fee-only wealth managers for international executives. Authorized by the FSA to advice on the investment business in the UK and Europe. Rob Warren, CFP, CTA Fax: 44+(0) 094-0926 Phone: 44+(0)870 922-0421

Jen Paterson - Guiding clients through financial security planning, executing and evaluating their lifestyle and financial goals. Offices at 1675 Douglas Street, Victoria, BC and 13401 108th Avenue, Surrey, BC. 250.588.8945

Navigate Wealth is an independently owned & licensed financial advisory practice that provides strategic & tailored financial advice to doctors, dentists, medical specialists, senior executives, business owners & busy professionals. We are specialists in direct property, shares & Self Managed Super Funds. We are based in Sydney, Australia serving clients based in Asia, Europe, North America and the Middle East. Ph +61 2 9264 1677, Fax: +61 2 8079 1180, Peter Alvarez B. App Fin, DFS (FP), Grad Dip. Fin. Plan, JP, Director & Financial Adviser "Financial advice for busy professionals" AFSL: 332417 T : 1300 505 565 : F : (02) 8079-1180 A: Level 12, 61-63 Market Street, Sydney NSW 2000 P: PO Box Q1706, QVB NSW 1230

Perpetual Trust - A New Zealand trust company. Our company offers wealth management services for individuals and professional trustee services to personal and corporate clients in New Zealand. Head Office, PO Box 112 Christchurch, New Zealand. Free Phone: 0800-737-738 http://www.perpetual.co.nz/

White Lighthouse Investment Management - Jonathan Lachowitz provides personal financial planning and fee-only investment management globally. Based in Lausanne, Switzerland, serving clients in Europe, U.S., and South America; especially U.S. and Canadian ex-patriots. (508) 471-4431 Switzerland: 011 41 21 601 5431 Av D'Ouchy 29, 2006 Lausanne, Switzerland http://www.white-lighthouse.com/

Alabama

Alder Financial Group – We are an independent investment management and financial planning firm based in Atlanta, GA with an additional office in Birmingham, AL. Since 1996, we have helped financially established individuals build wealth and achieve lifelong goals. Please contact us and take your first step towards a lifetime of financial security and peace of mind. 877.249.2629 924 Riverchase Parkway West Birmingham, AL 35244

Cornerstone Investment Management & Consulting - Fee Only Investment Management, Hourly Financial Planning Service. Scott M. Koser, CFA Mark E. Davidson, CFA. Serving the greater Mobile Bay and gulf coast with customized analysis, experienced advice. (251) 626-6202 713 Belrose Ave, Daphne, Alabama

Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families. 29292 West Palm Drive N. Montgomery, AL 18242

Arkansas

Brady & Associates Financial Services - Provides personal financial planning services in Alabama. 876 Balmy Drive Little Rock, AR 19324 800 622-6126 (713) 780-0606 Fax (713) 780-0072

Arizona

Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments. 6700 N Oracle Suite 409 Tucson, AZ 85704 520-531-0550 Fax 520-531-1315

Crescent Wealth Counsel: Crescent Wealth Counsel was created with one simple goal ---to help clients simplify their financial lives. Our difference is a focus on protecting your wealth, stimulating it's growth in a manner comfortable to you, and being a passionate mentor in transforming personal dreams into realities. 34522 North Scottsdale Road, Suite 416 Scottsdale, AZ 85266 480-575-2784

Desert Valley Financial Planning, LLC - Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources. (480) 855-4209 Fax (866) 271-4610 20 W. Juniper Ave., Suite 101 Gilbert, AZ 85233

FFA Financial – Fee Only comprehensive financial planning (asset management, retirement planning, insurance, estate plan, debt reduction, tax planning). Our firm is accepting new clients and will always make time for your referrals. Bill Holliday, CFP 2531 E Richards Place, Tucson, AZ 85716 (520)325-0769 fax 888-886-1770

LPL Registered Investment Representative - My practice revolves around managed accounts, see attached for business logo and my info. James Rosebrough 16215 N 28TH Ave Phoenix, AZ 85053 480-276-0805

Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm. 2010 E Apollo Drive Tempe, AZ 85283 480-838-2814 Fax 480-838-2814

Warren Financial Services - Investment management, tax, retirement and financial planning. Rebecca Warren, CFP, CSA. 6040 E. Main Street #514, Mesa, AZ 85205 (480) 357-8380

Wealth Guardian Group - Our strategies include; enhanced accumulation, improved distributions, asset protection, wealth plan performance and multi-generational wealth transfer through legacy planning. Jared Daniel, CFP® CRPC® CERTIFIED FINANCIAL PLANNER Professional 3011 S Lindsay Road, Suite #120, Gilbert, Arizona 85295 (480) 987-9951 F: (480) 445-9319

Win Win Investment Planning - Keith R. Dorson, Certified Retirement Financial Advisor The Complete solution. Comprehensive Wealth Management Estate/Legacy, Tax, Risk, and Investment Planning. 616 E. Southern Ave., Suite 102 Mesa, Arizona 85204-4919 (480) 890-0100 www.wwinvestment.com

Johnson Financial Advisors - Philip O. Johnson, CFP We are a full-service financial planning, investment, and retirement planning firm. Whether you are looking for investment guidance or have financial goals such as retirement or college funding, Johnson Financial Advisors (JFA) is here to assist you. 1095 West Rio Salado Parkway Suite 201, Tempe, Arizona 85281-2610 - (602) 242-4000 or (800) 735-4102

California

Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting. PO Box 1832, Orange, CA 92856-0832 888-633-5422

Buena Vista Financial Resources – Susan Campbell, CFP, CDFA provides fee-only financial planning services, specializing in divorce. 225 Bush Street, 16^th Floor San Francisco, CA 94104, 415.439.8811

Butera Capital Management - Robert Butera, CFP We focus on comprehensive retirement planning to include, accumulation and distribution planning, discretionary portfolio management. Our fee-only services are offered to individuals, and employers. 1519 Lincoln Way Auburn, CA 95603 (530) 889-0200

Caldwell Financial Planning, Craig Caldwell, CFP® 608 University Avenue, Sacramento, CA 95825, (916) 337-1347. Craig Caldwell is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered investment advisor, specializing in providing hourly, as needed financial planning and advice on a fee-only basis.

Carol Gosho, CFP - Providing portfolio management and financial planning services. 20 California Street, Suite 201 San Francisco, CA 94111 415-217-8817 Fax 415-217-8818

CoPilot Financial: Mike Bergines, Founder and President We offer young professionals - families, couples and individuals - the quality, comprehensive financial advice they can't find anywhere else. 560 S. Winchester Blvd, Suite 500, San Jose, CA 95128 (888) 987-4568

Dan Goldie Financial Services - Daniel C. Goldie, MbA, CFP, CFA Dan Goldie Financial Services 750 Menlo Avenue, Suite 200, Menlo Park, CA 94025 (650) 566-1121 We specialize in comprehensive in investment and wealth management for high-net worth individuals and families.

Del Monte Group, LLC - We work with ultra high-net worth families in the areas of investment management, charitable giving, and legacy planning (i.e. helping families prepare their heirs to receive their inheritance). Richard Del Monte, MbA, CWC, CFP® 75 Golden Meadow Lane, Alamo, CA 94507 (925) 736-6410

George H. Coughlin II, CFP - Provides financial and IRA planning services. George H. Coughlin II, CFP® 143 Valley Oaks Drive Alamo, CA 94507-2007

Hershberger Financial Services - Offers comprehensive financial planning and investment services. 417 Associated Road, PMb A-303, Brea, CA 92821 714-256-1009 Fax 714-671-2048

James R Johnson, CFP - Features portfolio management and financial planning services. 3550 Watt Avenue, Suite 135 Sacramento, CA 95821 916-979-7888 Fax 916-979-7889

JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning. 595 Buck Suite B Vacaville, CA 95688 707-448-8505 Fax 707-448-4411

Leonard Wealth Management, Inc. - Providing fee-only financial and estate planning, investment management services. Features company information and an archive of publications. 417 Beryl Street Redondo Beach, CA 90277 (310) 697-0400 Fax: (310) 861-1755

Marathon Investment Programs - Fritz Harnsberger, Registered Investment Advisor - Santa Barbara Financial Advisor and Money Manager, specializes in separately managed accounts and alternative strategies. 902 El Rancho Road, Santa Barbara, CA 93108 - (805) 969-9646

Marc Weisman, CLTC Metropolitan Financial 6335 Deerbrook Rd., Oak Park, CA 91377 (818) 991-1995 Three areas of focus are key for us, retirement investment growth utilizing conservative annuity investments, Life insurance protection and Long-term Care Planning for wealth and income protection for Individuals and Businesses.

Metropolitan Financial - Three areas of focus are key for us. Retirement investment growth utilizing conservative Annuity investments, Life insurance protection and Long-term Care Planning for wealth and income protection for Individuals and Businesses. ANN WEISMAN, CLTC 6335 Deerbrook Rd., Oak Park, CA 91377 (805) 390-1964

Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management. Kipley J. Lytel, CFA 225 E. Carrillo St., Suite #203, Santa Barbara, CA 93101 800.943.2295

Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning. 4701 Teller Ave, Suite 101 Newport Beach, CA 92660-2178 Nigel B. Taylor, CFP

Oncubic LLC - Charles L. Stanley CFP® ChFC AIF® The Science of Investing 3655 Nobel Drive Ste 340 La Jolla CA 92122 888-619-5666 x506

Pacific Wealth Management, LLC - Provides financial planning, divorce planning and investment management services. 12520 High Bluff Drive, Suite 340 San Diego, CA 92130 888.495.9797 858.509.9797 Fax 858.509.9984

Riley Financial Planning and Accounting - Robert Lee Riley, CPA, MbA-tax
Fee only financial planning and consulting, with a special emphasis on education for financial management, life-planning, tax planning, and real estate. 50 California St., 15th floor, San Francisco, CA 94111
(415) 308-0678

Robert E. Hammond, CFP®, CLU, ChFC: 4695 MacArthur Court, Suite 1000, Newport Beach, CA, 92669 (949) 225-9435 16 years of practical experience and specializing in financial planning, advanced applications of life insurance, investment advisory services and income and tax planning for executives, professionals and closely-held businesses. Serving Newport Beach, Irvine, Orange County, La Jolla, Carlsbad, San Diego, California

Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California. 973 Higuera Street Suite A, San Luis Obispo, CA 93401(805) 541-1308 Fax: (805) 541-5517

Spiritus Financial Planning - Mark Zaifman, Registered Investment Advisor, 7 Fourth Street, Suite 1, Petaluma, CA 94952 (707) 534-9478. We specialize in fee-only comprehensive personal financial planning, retirement planning and investment portfolio management.

Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services. 1611 Telegraph Avenue, Suite 1500 Oakland, CA 94612 (510) 268-9188 FAX: (510) 268-1217

Tyler & Associates - Offers fee-only investment management and investment advising, tax preparation and estate planning. 866-888-1TAX (829) Fax: 866-888-9 7777 Alvarado Rd., Suite 410 La Mesa, CA 91941

Vita Vie Financial Planning - Action-focused financial planning for new parents and growing families.
Kristin Harad, CFP 190 Moulton Street San Francisco, CA 94123 415-409-6402

The Wealth Conservatory: The Wealth Conservatory helps individuals develop and implement comprehensive financial plans to protect, preserve and enhance their net worth, thus enabling them to confidently and efficiently move toward their goals. The Wealth Conservatory is a multi-advisor firm with fee-only roots reaching back to 1995. It has offices in California, Missouri and New Hampshire, but its advisors can effectively meet with individuals located anywhere in the world as long as they have access to a phone or a high speed Internet connection. Steve Bell, CFP, MBA; 1751 Barcelona Street, Livermore, CA, 94550; (800-472-1844).

William C. Buckingham CPA, CFP - 10150 Bar BB Lane, Arroyo Grande, CA 93420 (805)481-2343. I specialize in individual and business investment and tax planning on a fee-only basis.

Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services. 220 Montgomery Street, Suite 994 415.956.9686 San Francisco, CA 94104

Colorado - Click here for dozens

Connecticut

Armstrong Financial Strategies - Provides financial planning, divorce planning and investment management. 57 North Street, Suite 212, Danbury, Connecticut, 06810 203 744 9297

Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions. 2 Barnard Lane Bloomfield, CT 06002 866-303-6797 860-242-6797 Fax 860-243-9650

Heritage Capital LLC: 1 Bradley Road - Suite 202 Woodbridge, CT 06525
203.389.3553

Delaware

Charles Geraci - Specializes in personal financial, tax and estate planning and consulting. 5299 Corporate Blvd. Lands, DE 05234

RBM Financial Ltd. - CFP offers financial services and retirement planning. 67 Ward Drive Suite 100, Wilmington, DE 05129 888-307-0600 (705) 737-0016

Florida

A1A Wealth Management, Inc. - Mark Dennis, CFP®, 1010 Atlantic Ave., Suite E, Fernandina Beach, FL 32034 (904) 491-1889 Comprehensive, fee-based financial planning and wealth management for individuals, families, and small business owners

Ameriprise Financial - We provide comprehensive financial planning and wealth management services to individuals and businesses. Complimentary initial consultation. Renee Martone-Cecil, CFP 7317 Merchant Court Suite B Sarasota, FL 34240 941-907-0708

Ameriprise Financial Services: Kevin Lyle Schenck 2650 N. Military Trail - Suite 350 Boca Raton, FL 33431 1.561.226.5838 We are known for expert long term financial planning strategies which includes comprehensive insurance, investments, and estate planning.

Arbor Wealth Management - A Fee-Only Registered Investment Advisory Firm which manages private wealth and employer sponsored retirement plans. We are located directly on Highway 98 in Destin, 500 yards east of Sandestin’s main entrance. Paul G. McDowell Director of Business Development 8955 Emerald Coast Parkway Suite 104 Miramar Beach, FL 32550 Phone: 850.608.6121 FAX: 850.608.6123

Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles. Camarda Financial Advisors, Inc. 418 Kingsley Avenue Orange Park, FL 32073 904.278.1177 800.262.1083 Fax 904.278.1070

Chambers Financial Group - Independent financial planning and investment management in Clearwater, Florida.
Curtis Chambers, Certified Financial Planner™ Professional, ChFC 1230 S Myrtle Avenue, Ste 302, Clearwater, FL, 33756-3456
(727) 216-6280

Clarity Financial Group - Services includes estate preservation, college planning and retirement planning. 276 South University Drive Plantation, FL 33324 954-723-0350 Fax 954-423-0016

Dev Goswami, CFP - Services include comprehensive financial planning, investment management, retirement planning, estate organization, risk management, etc. Ohio National Financial Services PO Box 8599 Fleming Island, FL 32006 (904) 541-1760 http://www.devgoswami.com/

Eagle Asset Management offers an array of equity and fixed income investment strategies designed to meet long-term financial goals of individual & institutional clients worldwide. 880 Carillon Parkway, St. Petersburg, Florida 33716 PH: 1.800.237.3101

Financial Strategies of Amelia: Independent and comprehensive financial advice encompassing all financial decisions from insurance to investment management. Nicola S. Nichol, CFA. 2338 S. 8th St, Fernandina Beach, FL 32034. (904) 305-2608.

Frye Financial Center - Provides legal and financial planning services including estate planning, investment protection, tax planning, probate and trust administration, retirement and 401k plans, and other services. Justin Gross, Marketing Rep 20900 West Dixie Highway City: Aventura, FL Zip: 33180 Phone: 305-931-3200 Fax: 305-931-9383

Heritage Asset Management offers a diverse family of open-end mutual funds; provider of financial services, Investment management and retirement planning services. P.O. Box 33022, St. Petersburg, FL 33733. Ph: (800) 421-4184

The Rawls Company - Provides business succession planning services to capital intensive, family businesses. Orlando, FL 407.578.4455 515.453.2129

Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning. 2575 Ulmerton Road Suite 330 Clearwater, FL 33762 727-573-5777 800-577-9091 Fax 727-572-1944

Georgia

Asset Advisors Group, LLC - Randy Martinez, MS, CPA, CFP Independent, Objective, fee-based financial planning, tax compliance and minimization, retirement planning and fiduciary support. 2675 Paces Ferry Road, Suite 440, Atlanta, GA 30339 (678) 793-2022

Chippewa Partners / Native American Advisors, Inc. - Chippewa Partners is a Registered Investment Advisory firm specializing in managing money for serious retirement plans, foundations, performance-based trading accounts and Native American gaming entities. Our mission is to protect and grow the investments of our clients who range across North American and Europe. Our financial planning practice specialty centers around the appropriate retirement planning withdrawal rates and we utilize sophisticated hedging techniques for many of our high net-worth clients. 801 North Brookshade Parkway, Alpharetta, GA 30004 Founded in 1995, we are the oldest investment firm in Alpharetta and Milton Georgia 770-772-1621 Dean T. Parisian, CFO 770.772.1621 Cell: 404.202.8173

Evergreen Planning: I am a the principal and a fee-only financial planner and tax advisor for Evergreen Financial Planning, LLC, located in Marietta, GA. I offer comprehensive financial plans as well as financial check-ups in a full range of financial planning services. 123 Church St NE, Ste 250 Marietta, GA 30060 678-763-1372

John Colegrove, Inc. - Norcross Georgia based financial planner providing expert advice on financial planning, retirement planning, IRA's, 401ks, simple IRA's, and other retirement vehicles to individuals and small business customers. 5425 Peachtree Parkway Norcross, GA 30092 p 678-444-4174 f 678-730-4402

Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia. 3330 Cumberland Blvd. Suite 500 Atlanta, GA 30339 (770) 420-5433 Fax (770) 220-1967

Keystone Wealth Management - Christopher S. Laws, CFP 100 North Point Center East Suite 530 Alpharetta, Georgia 30022 770-995-7101 We are an independent wealth management firm specializing in growth and protection of wealth with high net-worth businesses and individuals. www.KeystoneAdvisor.com

Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. 4045 Orchard Rd. Ste 200 Smyrna, GA 30080 770-333-0113 Fax: 770-333-9557

McRae Lewis Financial, LLC - We specialize in comprehensive financial planning for individuals, families and small businesses. Emphasis is on retirement and tax planning. Jennifer K. Lewis, GenX Financial Specialist. 303 Perimeter Center N, Suite 300, Atlanta, GA, 30346 (404) 931-6574

Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management. 3655 Brookside Parkway, Suite 510 Alpharetta, GA 30022 770.410.4088

Solley Financial Services - Robert Solley, WMS 1105 Powers Place, Alpharetta, GA 30004 (678) 762-0400 We provide independent investment guidance and portfolio management for high-net worth individuals and businesses.

Synergy Capital Management, LLC. - Carl J. Macko, MbA, CFP® provides comprehensive financial planning, investment management and estate planning services to individuals, families and businesses on a fee-only basis. 1050 Lenox Park Boulevard Atlanta, GA 30319

Union Hill Financial Planning Provides fee-only financial planning in Milton and Alpharetta Georgia. Mike Dayoub, serving the comprehensive and diverse financial planning needs of families. 2625 Bethany Creek Ct, Milton, GA 30009 (770) 361-3139

Winkler Financial Planning, LLC - Scott Winkler, CPA/PFS, CFP®, 6015 Atlantic Blvd, Suite G, Norcross, GA 30071.(770)447-0059 We provide independent, Fee-Only financial planning for people from all walks of life. There are no income or investment minimums. Phone 770-447-0059

Idaho

Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding. 2828 Mount Vies, Pocatello, ID

Eagle Financial Advisors, LLC - Kirk Walton, JD, CFP - President Comprehensive Wealth Management. Provides fee-only comprehensive wealth management services to high-net worth families, including financial planning, investment management, tax return preparation, and estate planning. 372 S. Eagle Road, #311 Eagle, ID 83616 (208) 573-2537 (866) 732-8642

Keystone Financial Strategies - Keystone Financial Strategies in Idaho Falls, Idaho is a firm that specializes in wealth management, retirement planning, and insurance planning. As an independent advisory firm, we provide advice to guide our clients towards achieving their financial objectives. We implement a personalized service approach, and take the time to learn about each client’s unique needs and goals. We then, work with our clients in creating a custom financial plan to address those needs. 3904 Washington Pkwy, Idaho Falls, ID 83404 - (208) 390-1894

Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. 2962 Cortez Avenue Idaho Falls, ID 83404 208-542-0742 Fax: 208-542-0760

Thompson Capital Management - We specialize in creating wealth by understanding true principles of wealth and banking. Jake Thompson, 2502 N Constance Pl., Eagle, ID 83616 208-639-0052

Illinois

Abuls, Bone & Eller - Offering investment management and financial and retirement planning services. 222 South Riverside Plaza, 7th Floor Chicago, IL 60606 312-655-2969 312-655-2901

Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. 866.488.6473 PO Box 51 116 West Illinois Street New Berlin, IL 62670 217.488.6497

Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis. Karen F. Folk Ph.D., CFP® 111 W. Goose Alley Urbana, IL 61801 217-367-9730 Fax 217-367-8132

Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning. Terrence Herr, CFP, CLU 53 West Jackson Blvd., Suite 1257 Chicago, IL 60604 312-697-1600 Fax 312-697-1605

Paisley Financial | 13516 W. 163rd St., Homer Glen, IL 60491 Anthony J. Krcmar | Chief Operating Officer | I.A.Paisley Financial - We are an Investment Advisor, Wealth Manager and Corporate Risk Consultant. Phone: 312.878.8500| Mobile: 312.878.8505 | Fax: 312.386.7420

Indiana

Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services. 12800 North Meridian Street, Suite 490, Carmel, IN. 46232-9422 (317) 569-7600

Galecki Financial Management, Inc. - Fee only investment advisor firm providing investment management services to high net worth clientele. 7743 W. Jefferson Blvd. Fort Wayne, IN 46804

LJI Wealth Management - LJI Wealth Management is a fee-only Financial Planning firm focused on helping our clients navigate the rapidly changing world of Personal Finance. We take great pride in not only the personal attention and service we provide, but also the fact that integrity is the cornerstone to every decision we make. Aaron Morrow, Vice President, Investments 902 E 66th Street Suite C Indianapolis, IN 46220 Office: 317.466.9702 Fax: 317.466.9706 Cell: 317.946.2464

Thompson Capital Management - We specialize in the concept of “Becoming Your Own Banker”, and teach people how to recapture the cost and interest of the big ticket items they purchase. Jake Thompson 2502 N Constance Pl Eagle, ID 83616 208-639-0052 www.becomingyourownbank.com

Iowa

CG Financial Consulting, LLC - We are a Fee-Only Investment planning firm that specializes in Retirement planning, Investment Management, Estate Planning, and Retirement Income Planning. Clark Grinde, CRPS, RFC, AFC 1028 Lafayette Ave. Story City, Iowa 50248 515-733-2070

Foster Group, Inc. - Financial planning and investment advisory firm. 1001 Grand Avenue West Des Moines, IA 50265 800-798-1012 515-226-9000 515-224-4970

Kansas

Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services. 4747 West 135th Street, Suite 100 Leawood, KS 66224 (888) 700-9230 Fax (913) 239-2301

Security Financial Services - Offers a full range of financial planning services. Eagle Financial Group Overland Park, KS 66213 913-851-2900 FAX 913-851-1907

Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. 4000 W. 114th, Suite 160 Leawood, KS 66211 913-661-1650 Fax: 913-661-1654

Kentucky

Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. 106 West Vine Street Suite 700 Lexington, KY 40507 (859)259-0063 Fax (859)231-5311

Retirement Tax Advisory Group - A fee-only Registered Only Investment Advisor (RIA)Hampton Scurlock, CFP 859-233-1083 128 East Third Street Lexington, KY 40508 Hampton Scurlock III, President, Retirement Tax Advisory Group Inc. "Home of the $49 Tax Return & Free Retirement Consultation" 859-233-1083 toll free 8-MORE-ADVICE

Louisiana

Broussard Financial Group - Provides education for financial, investment and retirement planning. 106 West First St. Kaplan, LA 70548 337-643-8319 FAX 337-643-8785

Maryland

Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm. 3 Bethesda Metro Center, Suite 700 Bethesda, MD 20814 301-961-158 301-961-1586

Jamie S. Lapin, CFP™, CDP 966 Hungerford Drive Suite 19B Rockville, MD 20850

Middleton Gardiner Group - Fee Only Financial Guidance - James E. Brennan, CFP 601 B&A Blvd., Suite 202 Severna Park, MD 21146 (410) 975-0099 - Office (443) 557-0862 - Fax (410) 375-6366 - Cell *Office is located at the corner of Rt 648 (B&A Blvd) & McKinsey. 2nd Floor above Bank of America Building. Enter through Professional Suites on McKinsey side of building. Suite 202 is first office on 2nd floor.

Moore Wealth, Inc. - Shabri G. Moore, CFP® 50 Carroll Creek Way, Suite 335 Frederick, MD 21701 301.631.1207 Fax 301.631.1209 If you (or someone you know) have changed jobs, retired or are making a career change, it may be prudent to transfer your 401(k) to an IRA that you control. Please contact me for more information.

Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. 6825 Algonquin Avenue Bethesda, MD 20817-4813 301-320-6182

Owens Financial - CFP provides portfolio management and financial planning services. 508 Retford Drive Severna Park, MD 21146 800-892-8850 Fax 800-856-1453

Raskin Global Financial Services: Leonard Raskin, Owner, CFP 954 Ridgebrook Road, Suite 100, Sparks, MD 21152 Phone: 443-212-1122 We are a team of highly experienced financial planners and investment advisors serving individuals and business owners in the Baltimore area and surrounding Maryland communities.

Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources. 200 Harry S. Truman Parkway Suite 110 Annapolis, MD 21401 (410) 224-0097

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