Jon Green, CFP, CPA/PFS, JD, MBA
Encompass Advisors, a Fee Only Registered Investment Advisor, combines the disciplines of investment management, finance, law and taxation. Our one fee includes investment management, financial planning and Social Se ... See More
Joel Kelley, BS, CFP, M.Ed.
Woodstone Financial, LLC is a full-service firm specializing in Client Centered Integration™, a customized approach that allows us to address your aspirations for financial independence. Our philosophy, combined with ... See More
Michael Collie, AIF, CFP, CMFC
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Collie Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals. We also serve as a fiduc ... See More
We're both CPAs and CFPs, which means our experience is well-rounded and vast. We can meet all of your financial needs while delivering superior service at a reasonable cost.
We believe that having an integrated financial plan in place will ensure ... See More
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