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Other Financial Advisors

Gold Medal Waters is a registered investment advisor with financial advisors serving Boulder and Denver, Colorado.
We’ve provided these financial links and information as a resource for your financial and investment planning. 

Notice

We do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.

If you don't find what you're looking for, let us know.

Find a Financial Advisor - Independent Fee-Only Financial Advisors

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Other NAPFA Fee-Only Financial Advisors Around the US: 

 

Alabama Fee Only Financial Advisor
 

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Arizona Fee-Only Financial Advisors
 

  • Fee-Only Financial Advisor - Tucson - FFA Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.
     

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

  • Fee-Only Financial Advisor - Scottsdale - Wealth Engineering is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona. Wealth Engineering was founded by Dave Fernandez, CFP®, a Phoenix native. We provide fee-only financial planning and investment management services.
     

  • Fee-Only CFP Financial Advisors - Seattle - We are fiduciaries. We are legally required to manage your affairs as if your money was our money. This means your interests are put ahead of ours. Your broker or bank investment consultant does not typically have this fiduciary responsibility.
     

  • Fee-Only CFP CPA - Orland Park, Scottsdale and Chandler - Quinn Financial Planning, LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.

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California Fee-Only Financial Advisors
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  • Fee-Only Financial Advisor - San Diego - Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.
     

  • Investwithsteve.com - A fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
     

  • Fee-Only Financial Planners - Orange - Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.
     

  • Fee-Only CERTIFIED FINANCIAL PLANNER - Mountainview - Wealth Coach Fern is a financial planner, coach, and enrolled agent.
     

  • Fee-Only CFP Financial Advisors - Menlo Park - Investors Capital Management, LLC is a NAPFA registered financial advisor firm in Menlo Park. We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
     

  • Fee-Only Financial Advisor - San Francisco - Satori Financial is a boutique fee-only financial advisory firm based in San Francisco and works with clients along the tech corridor from Seattle to Silicon Valley. The Firm offers objective financial planning and investment management, with a special emphasis on reinvention.
     

  • Fee-Only Financial Planner for Doctors - Encino - ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.

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Illinois Fee-Only Financial Advisors
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  • Fee-Only Financial Advisors - Orland Park - In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
     

  • Financial Advisors - Peoria - Johnston Investment Counsel - Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience.
     

  • Independent Fee-Only Financial Advisor - Chicago - We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
     

  • Financial Planning Advisors - Elmhurst - Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
     

  • Fee-Only Financial Advisors - St. Charles - At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.

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Georgia Fee-Only Financial Advisors
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Louisiana Fee Only Financial Advisors
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  • Financial Planner - Lafayette - Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees and widows since 1982. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
     

  • Fiduciary Financial Planners - Covington - My PFA - Personal Financial Advisors, LLC - We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana.
     

  • Financial Advisors - New Orleans, Metairie, Baton Rouge - Ferro Financial - Ferro Financial, LLC is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans area and Baton Rouge, LA. We believe our most valuable asset is our client relationships.

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Maine Fee Only Financial Advisors
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  • Independent fee-only financial planners - Portland, ME - Portland Financial Planning Group has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

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Massachusetts Fee Only Financial Advisors
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Michigan Fee-Only Financial Advisors
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  • Fee-only Certified Financial Planner- East Lansing, Okemos, Grand Rapids - IAM Financial is fee-only Fiduciary financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time.
     

  • CFP CPA Fee-Only Financial Advisors - Detroit - George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
     

  • Fee-Only Wealth Management - Ann Arbor - Vintage - Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.
     

  • Fee-Only Financial Advisor - Pathway Financial Planning - We are an independent, fee-only, fiduciary wealth management firm providing investment management, retirement planning, college planning, and financial planning services to clients in Novi and Northville, Michigan and nationwide. Gain total control of you money and build wealth smarter by making the right choices today.

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Minnesota Fee-Only Financial Advisors
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Mississippi Fee Only Financial Advisors
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  • NAPFA Fee-Only Fiduciary and Certified Financial Planner - Jackson - Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

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New Hampshire Fee-Only Financial Advisors
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  • Fee-Only Financial Advisors - Portsmouth - Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. The firm's name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.

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New Jersey Fee-Only Financial Advisors
 

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New York Fee-Only Financial Advisors
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  • Altfest Fee-Only Financial Advisors - New York City - At Altfest Personal Wealth Management, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want.
     

  • www.RayMignone.com www.RinksFinancialAdvice.com - Ray Mignone & Associates, Inc., Fee-Only investment advisor, financial planner, fiduciary in Queens, Nassau, Long Island, New York & Boynton Beach Florida works with medical professionals, physicians, retirees by facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989, member of NAPFA & FPA.
     

  • Fee-Only CERTIFIED FINANCIAL PLANNER™ - Saratoga Springs - LEE INVESTMENT MANAGEMENT - An independent, comprehensive financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their best lives.

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North Carolina Fee-Only Financial Advisors
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Ohio Fee-Only Financial Advisors
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  • Fee-Only CERTIFIED FINANCIAL PLANNER - Cincinnati – Financial Advisor – Investment Advisor - Ritter Daniher Financial Advisory, LLC is a fee-only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.
     

  • Fee-Only Financial Advisors - Columbus - rebel Financial - rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
     

  • Fee-Only Financial Advisor and Investment Management - Canton - Justin Rush, founder of JGR Financial Solutions, provides fee-only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.
     

  • CFP Fee-Only Advisors - Cincinnati - Total Wealth Planning - Total Wealth Planning is a well-respected, fee-only, wealth planning firm. We’re passionate and enthusiastic about what we do. We thrive on the success of our clients.

  • lfafeeonly.comLegacy Financial Advisors, LLC is a Cleveland based fee only financial planning and investment advisory firm providing customized financial planning and investment advisory services to individuals.
     

  • CERTIFIED FINANCIAL PLANNER™ - Cleveland - Brent Dickerson, CFP® EA, provides fiduciary wealth management and tax preparation services and advice to a range of clients, including many employed by Sherwin-Williams in Cleveland and throughout the country. TWM is based in Painesville, Ohio and Lubbock, TX with clients nationwide.

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Oregon Fee-Only Financial Advisors
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Pennsylvania Fee-Only Financial Advisors
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Tennessee Fee-Only Financial Advisors
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  • Fiduciary Fee-Only Financial Advisor - Germantown - Cypress Wealth Management - At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.
     

  • Fee-Only Financial Planners - Franklin - Y.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning.

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Texas Fee-Only Financial Advisors
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  • Fee-Only Financial Planner Advisor - Austin - We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.
     

  • Fee-Only Fiduciary Financial Advisor - Lubbock -Trinity Wealth Management - Clients benefit from Brent's knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent's goal as a financial planner is to help his clients plan for a better tomorrow.
     

  • Fee-Only Financial Planner - Plano - Strategic Financial Planning - Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.
     

  • Fee-Only Fiduciary Financial Advisors - Frisco - FFP offers advice on investments, insurance, education funding, employee benefits, and retirement and estate planning.

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Utah Fee-Only Financial Advisors
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Virginia Fee Only Financial Advisors
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  • Fee-Only Wealth Management - Richmond VA - Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.


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Washington Fee Only Financial Advisors
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Wisconsin Fee-Only Financial Advisors
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  • Fee-Only Fiduciary Financial Advisors - Madison - Retirement Planning Solutions is an independent Fee-Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees.   We are also an approved sponsor of Dimensional Funds.
     

  • Financial Fiduciaries - Wausau - A Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.  Our mission is to zealously represent the interests of our clients in their financial dealings.  Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

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