Partner Links

We work with a network of other professionals to develop your financial plan and manage your investments to best fit your objectives. Regardless of where you live, we can work with you. Our clients reside in over a dozen different states.

If , however, you are outside the Seattle area and prefer to work with a local non-fee investment advisor, the financial advisors listed below are members of the National Association of Personal Financial Advisors (NAPFA). We’ve also provided some general financial resources to assist you.

Financial Resources

NAPFA — National Association of Personal Financial Advisors
800-366-2732

Securities Exchange Commission (SEC)
202-551-6999

Washington State Department of Financial Institution
877-746-4334

Financial Advisors

Nationwide

Sherwood Investments
Fee-only financial planning firm specializing in retirement planning and investment management. Serving clients in Redmond, Bellevue, Kirkland, Issaquah, Seattle Eastside, WA and nationwide. No commissions.

Arizona

Wealth Engineering, LLC
Independent Fee-only Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.

AIO Financial
Socially Responsible Investing Fee-Only Financial Planner in Tucson, AZ.
Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.

Continuum Wealth Management
CFP Retirement Financial Advisor Craig Ritter, located in Scottsdale and serving greater Phoenix. Provides investment management, retirement planning and financial planning.

California

Blue Water Capital Management, LLC
San Diego Certified Financial Planner. Provides Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients

Investor’s Capital Management, LLC
Fee-only wealth management, investment management and financial planning. Offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.

Mayflower Capital
Offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA registered fee-only financial planning and investment advisory firm offering independent financial advice.

Springwater Wealth Management
Independent, fee-only registered investment advisor and certified financial planner offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Portnoff Financial LLC
Independent fee-for-service registered investment advisor with offices in Orange County and Middlesex New Jersey. Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.

InvestWithSteve
A fee-only Advisor serving La Verne, San Dimas, and Glendora.Founded by Stephen Reh CFA, MBA, CFP®, InvestWithSteve helps business owners, corporate executives and families reach their financial goals.

Colorado

Staib Financial Planning
Fee-Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor. Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado.

Florida

Landmark Wealth Management, LLC
Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based in New York, with an additional location in Naples, Florida.

Georgia

JPH Advisory Group
Jon Houk, a Certified Financial Planner professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals.

Illinois

Long Financial Planning
Long & Associates is a Fee-Only financial planning firm with certified financial planner professionals in Chicago, IL.

Mentor Capital
Provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Johnston Investment Counsel
Johnston Investment Counsel (JIC) is an independent, fiduciary, fee-only, comprehensive financial planning, investment management and consulting firm that has been in business since 1997.

Quinn Financial Planning, LLC
Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services. Orland Park, IL, Scottsdale, AZ, and Chandler, AZ.

Louisiana

Personal Financial Advisors
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members with over four decades of combined financial planning experience. Also serve the Northshore area, New Orleans, Baton Rouge and Birmingham.

Ferro Financial, LLC
Independent fee-only wealth management firm. Specializing in preparing individuals and families for retirement through a comprehensive approach which includes, investment advisory services, strategic financial planning, and tax services.

Maine

Bogue Asset Management, LLC
Bogue Asset Management is an independent fee-only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.

Massachusetts

Fisher Financial Strategies
Fisher Financial Strategies provides financial planning and investment advisory services on an hourly, as-needed basis. Web site features the FFS Blog, a personal financial planning web log. Boston and Cambridge, MA.

Titanium Advisors, LLC
Titanium Advisors, LLC is a fee-only retirement and financial planning firm in Franklin, MA, providing a unique blend of tax, financial, and legal expertise to address the various financial issues faced by our clients.

Michigan

Y.D Financial Services, Inc.
Fee-only registered certified financial planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. Allow us to become your unbiased, trusted financial coordinator.

George Papadopoulos CPA/PFS CFP
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. Ann Arbor and Detroit area.

Minnesota

Philip James Financial
Phillip James provides wealth management and comprehensive financial planning services to Minneapolis, Maple Grove, Plymouth and surrounding suburbs. We are fee-only pricing model.

Philip Christenson
Phillip Christenson is a Plymouth financial planner. He provides fee-only financial planning services to the state of Minnesota. His services include wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest.

Nevada

Redrock Wealth Management
Redrock Wealth Management is an independent fee-only financial planning firm in Las Vegas. We provide financial planning, investment management, and retirement plan services for clients both locally and nationally.

New Hampshire

Azimuth Financial Planning, LLC
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire.

New Jersey

New York

Lee Investment Management
James Lee, CFP, provides personalized advice to help clients achieve their life goals using values that are important to them. Serving Saratoga Springs and Albany, NY.

Landmark Wealth Management, LLC
Landmark Wealth Management is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.

Altfest Personal Wealth Management
Altfest Personal Wealth Management is a NYC independent fee-only financial planning and investment management firm in New York City. Altfest professionals understand the issues facing widows and divorced persons, the challenges that business executives have in diversifying their investments and retirement planning, and the hurdles couples (married and unmarried) face in estate planning.

North Carolina

Clearview Wealth Management
Charlotte, North Carolina. In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors. We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.

Blue Water Capital Management, LLC
The Certified Financial Planner professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management. Serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina.

Ohio

Ritter Daniher Financial Advisory, LLC
Fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.

JGR Financial Solutions
Justin Rush, Founder of JGR Financial Solutions, is a CFP practitioner and member of NAPFA. As a Financial Advisor, he provides cash flow, investment, insurance, estate, college savings, and income tax planning services to clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Rebel Financial
Fee-only Registered Investment Advisor (RIA) created to serve our clients best interests first. We work hard to reduce bureaucracy, increase efficiency and stay at the cutting edge of technology.

Oregon

Cedar Financial Advisors
Cedar Financial Advisors, LLC is a fee-only, independent, objective financial planning and investment management firm based in Portland, Oregon.

Springwater Wealth Management
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Pennsylvania

Scarsdale Investment Group
The Scarsdale Investment Group Ltd. is a fee-only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

Yardley Wealth Management, LLC
Independent financial advisor firm that provides Fee-Only CFP services and investment management in Newtown, PA.

Tennessee

Y.D. Financial Services, Inc.
Allow us to become your unbiased, trusted financial coordinator.

Cypress Wealth Management
Serving executives, professionals, and business owners, we provide comprehensive financial planning, and investment management services in Memphis, TN.

Texas

Palermo Wealth Management
Palermo Wealth Management helps generation x and y reach their investment management, retirement, and financial freedom goals.

Utah

Lon Jeffries with Net Worth Advisory Group
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 or career change.

Virginia

The Advisory Firm of Katherine L. Brown
Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.

Washington

Sherwood Investments
Fee-only financial planning and investment management, specializing in retirement planning and investment management. No commissions. Serving clients in Bellevue WA and Seattle East-Side.

Commencement Financial Planning, LLC
Comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Wisconsin

Retirement Planning Solutions
Wisconsin-based Registered Investment Advisor Firm specializing in retirement planning formiddle-incomee retirees, featuring DFA (Dimensional Funds).

Eric Linger, dba Sherwood Investments, is a registered investment advisor in the State of Washington. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

“We work as a team to help you be financially secure.”