Financial Links

 

Link Partners

Here is a list of other financial planners who are located in various parts of the country that are members of the National Association of Personal Financial Advisors (NAPFA).

  • Independent Massachusetts Fee-Only Financial Planning Company 
    Advocate Financial Management is a Registered Investment Advisory firm based in Greater Boston, serving clients in Arlington, Belmont, Cambridge, Lexington and Winchester, MA. As a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and trusted fee only advisor, founder Timothy J. Haley takes a holistic approach, specializing in retirement planning, elder planning and investment management. Offering DFA Funds from Dimensional Fund Advisors.   
     


  • Comprehensive, Fee-Only Financial Advisor in Huntsville, Alabama
    West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.

  • Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
    Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
     
     

  • Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
     
     
     

 

 
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