James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provSee More
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Lucas Wennersten
Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at www.transitionfinancial.com
Cornelius Van Zutphen, CFP, MS
Who We Are We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.What We Strive To DoFinancial PlanningWe o ... See More
Bob Burger, CFP
Congrats! You have done your homework and recognize the benefit of working with a Fee-Only Financial Planner. Now, you need to decide which advisors to interview from the list provided by NAPFA. I think it is safe to say you will be w ... See More
Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we ... See More
We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your finanSee More
...Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market tSee More
...Foothills Financial Planning is a Phoenix-based licensed Investment Advisory firm that provides individuals, families, and business owners with fee-only financial planning and wealth management services. Although we are based in the Ahwatukee neighSee More
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James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually t ... See More
Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell n ... See More
John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you an ... See More
Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financialSee More
...Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unprSee More
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