Partner Links

State	Website	Description
AZ	AIO Financial	AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
AZ	Suttle Crossland Wealth Advisors	Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
CA	Endeavor Financial Planning	Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
CA	Rothman Investment Management	We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.
CA	Portsalus	Navigating your way to Financial Security, Prosperity, Health and Wellbeing
CA	Point Loma Advisors	Financial planning and asset management firm focused on military, engineers, and child-free.
CA	TABR Capital Management	TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
CO	BW Financial Planning	Financial planning & investment management for women and women-led households
CO	Staib Financial Planning	We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US
GA	Sonas Financial Planning	Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
GA	Paramount Investment Advisors	Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
IL	Life Planning Solutions	Comprehensive financial planning and investment management
LA	Broussard Financial Group, LLC	Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
MA	Access Financial Planning, LLC	Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
MD	Provision Financial Planning	Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
MD	Arch Financial Advisors	Tax-Focused Retirement Planning and investment management
ME	Robinson Smith Wealth	Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
MN	MJT & Associates	MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
MN	Pulse Financial Planning	Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
MO	White Sand Wealth Management	White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.
NC	Ark Royal Wealth Management	We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
NC	Alpha Financial Advisors	Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.
NJ	Weingarten Associates	Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
NJ	Financial Futures, LLC	Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
NY	Clarity Investments & Planning	Clarity is a fee-only solo RIA that does AUM & project planning.
OH	F2 Wealth	Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
OH	Steady Climb Financial Planning	Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
OH	Gateway Financial	Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.
OH	Truly Prosper Financial Planning	Flat-Fee retirement planning and investment management for people over 50.
OH	JGR Financial Solutions	JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
TN	Retirement Planning Solutions	Customized portfolio management for middle income retirees, pre-retirees, and families.
TN	E Financial Alliance	Financial Planning for Business Owners
TX	Waymaker Financial Planning	We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
TX	Elgon Financial Advisors/	Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas
TX	Next Step Financial Transitions	From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
TX	ATX Portfolio Advisors	Fee-Only (When You’re Up) Wealth Management
VA	Summit Financial Partners	We are a Fee-Only Investment Management and Financial Planning firm located in Richmond, VA
VA	Stock Plan Advisory Group	RIA focused on retirement planning and equity compensation for individuals and families.
VA	John Fiege, CFP®	Eastern Shore Fee Only CFP®
VA	Bay Capital Advisors	Fee Only Financial Planning and Wealth Management in Virginia
VA	Manuka Financial	At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.
VA	Bowen Financial	We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.