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THE INVESTED LIFE
 Judy McNary is one of seven Financial Coaches for The Invested Life, a web-based reality show on personal finance produced by MSN Money.
Watch the show:
Click Here.
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RESOURCES
Additional information on fee-only financial planning is available at the following websites:
National Association of Personal Financial Advisors: www.napfa.org
Alliance of Cambridge Advisors: www.acaplanners.org
The following links are provided as a convenience and should not be construed as endorsements:
Fee-Only Advisors
- California
Aegis Financial Advisory, LLC Client-Centered Planning for Life™, Fee-Only Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor. I am a Fee-Only financial planner offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.
C.J. Rylant Wealth Management—Fee-only Financial Planner in Santa Maria, CA
Wealth Management and Marketing Consultant. I help small business owners arrange their finances and marketing so can focus on their job and live extraordinary lives.
Encore Wealth Advisors—The Best of Life is Yet to Come
Since 1989, Encore Wealth Advisors has helped hundreds of professionals retire successfully and live the life of their dreams. If you are concerned about your retirement, we can help you design and implement a comprehensive financial plan that results in lifetime security. As a fiduciary we do not sell products or collect commissions.
Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory firm specializing in an integrative approach to personal financial planning, tax minimization, and prudent money management, where all advice is rendered in a non-commission, fiduciary relationship.
GLJ Financial Solutions—Real Solutions for Real People—Woodland Hills, CA
Do you have the right financial plan? Are you paying only what you truly owe in taxes? Are you making the best decisions about insurance, estate planning, retirement planning, budgeting, and your most important goals? Do you have the investments and investment strategies that will allow you to reach your goals? We can help you integrate money, goals and values. We are Fee-Only advisors and you will get from us objective personal advice on how to achieve your financial goals.
LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning, and wealth advisory firm. We focus on providing proactive planning and strategic implementation for clients who trust our expertise and are willing to delegate the money management to the professionals. Our client-centered planning approach helps our clients to focus on their life and what they do the best.
Lynch Financial Advisors—Fee-Only, Comprehensive Financial Advisors in Roseville, CA
Based in Roseville, California (and serving clients throughout California, Oregon, Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors is a Fee-Only advisory firm that provides comprehensive financial planning for individuals, couples and small business owners. Our comprehensive financial planning includes goal setting, budgeting, insurance review, portfolio analysis, investment strategy, retirement/education/retirement planning, as well as tax projection and planning.
Natural Bridges Financial Advisors is a fee-only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor located in Santa Cruz, CA
We provide personal financial life planning, investment management and education services for clients to help them achieve financial independence and peace of mind.
Roman Financial Advisors—Fee Only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment and Tax Advice for a fee. I don't sell products or receive commissions. My focus is on helping people make smart financial decisions. I believe Financial Planning is a process and not a one-time event.
Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA
Personal financial planning so that you can live an extraordinary life.
Veritana Financial Planning, Inc.
Comprehensive advice to help you achieve financial independence.
- Colorado
Alpers And Associates, Inc., Mary R. Alpers, Fee-Only Financial Planning, Monument, CO
We provide comprehensive fee-only Financial Planning for couples, families, individuals, and entrepreneurs. We specialize in helping clients implement immediate and long-term financial goals through investment strategies, tax planning and preparation, insurance evaluation, budgeting, and estate review. We sell no products nor receive commission and work directly with the client in facilitating their plan.
McNary Financial Planning—Because no one wants to work forever®
Providing fee-only planning to families, professional women, and entrepreneurs seeking financial independence.
Pikes Peak Financial Planning LLC
Providing financial counsel for midlife and beyond.
Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning Services in Colorado Springs, CO
Pinnacle Financial Concepts, Inc is a Fee-Only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interests of our clients.
Simmons & Associates
Simmons & Associates is a member of the fee-only NAPFA organization, the Paladin Registry and the Alliance of Cambridge Advisors.
Strasbaugh Financial Advisory, Inc.—Fee-Only Financial Advisor, Investment Advisor- Retirement Planning, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals as they approach their retirement years. We act as a Fiduciary—we do not sell products or collect commissions.
- Florida
Lawrence Financial Planning, LLC—Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment planning, NO COMMISSIONS from the purchase or sale of products, serving the Tampa Bay Florida area
Rehl Financial Advisors—helping you enjoy a better life, richer in all respects
Have you reached that stage in life where you want professional guidance and support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is a comprehensive, Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps you deal with all your money issues during these complex times. She specializes in assisting widows and is passionate about helping them make progress in their new financial situation. As a widow herself, Kathleen is the author of the forthcoming book, Moving Forward on Your Own: A Financial Guidebook for Widows.
Sterling Wealth Advisors—Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clients in Florida and nationwide. We assist clients in realizing their life goals through defining, planning, and protecting their long-term financial security. All advisors are members the National Association of Personal Financial Advisors.
- Illinois
Folk Financial Planning: Helping you achieve Financial Independence serving Urbana and Champaign, IL
Folk Financial Planning provides holistic Fee-Only financial planning, investment advice, tax preparation and planning, to help residents in the greater Urbana-Champaign, Illinois area achieve financial independence.
Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, IL
Sophie Kaluziak with Vista Financial Planning provides independent, Fee-Only advice utilizing a comprehensive holistic approach to the financial planning process. Sophie has provided financial planning and investment management to individuals and couples in Oak Park, IL and the near western suburbs of Chicago, IL since 2003.
Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago, Illinois
Providing fee only financial advising and specializing in helping clients feel calm, confident and in control.
- Maryland
SunRay Advisors- Fee—Only Financial Planning and Registered Investment Advisor in the Owings Mills, Baltimore, MD area
SunRay Advisors is an independent financial advisory firm that provides comprehensive planning advice on all aspects of a client’s financial life including taxes, investments, insurance, estate planning, and more. We sell no products and accept no commissions, so clients can be assured of receiving unbiased financial advice without conflicts of interest. With no asset minimums, and as members of the Alliance of Cambridge Advisors, we are a firm that specializes in serving the needs of middle income families, small business owners, and individuals.
- Nevada
Precise Financial Planning, LLC—Fee-Only, CERTIFIED FINANCIAL PLANNER™ Professional in Las Vegas, NV
Audry Batiste is a fee-only CERTIFIED FINANCIAL PLANNER™ professional in Las Vegas, NV. He is the Founder and President of Precise Financial Planning, LLC offering fee-only financial planning services in Southern Nevada including Las Vegas, Henderson, North Las Vegas, and Boulder City. Audry is committed to providing premier financial planning and wealth building strategies for successful individuals, families and business owners who are serious about achieving their goals and value the advice of a professional.
- Ohio
Cambridge Financial & Tax Advisors, LLC (Central Ohio): Fee-Only, Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER™, serving the Columbus Metro area
As a Registered Investment Advisor and fiduciary offering holistic, Fee-Only financial planning, and tax planning/preparation services since 1988, the advice I dispense is based strictly on your particular situation and financial goals. I receive no commissions or kickbacks, and therefore, am able to provide objective recommendations that are custom tailored to best fit your financial needs.
Practical Financial Planning—Holistic Fee-only Financial Planners in Cleveland, OH
Serving Professionals in the Public Sector, College Professors, and Retired Women.
Reed Financial Planning, LLC—Fee Only, CERTIFIED FINANCIAL PLANNER™ in Columbus, OH
I help middle-income people organize their financial life. Together we integrate all your finances (e.g., investments, taxes, insurance, real estate) into a personal plan that works toward your personal goals. No commissioned sales, just unbiased financial advice.
Savvy Outcomes Inc.—Fee-Only, CERTIFIED FINANCIAL PLANNER™ practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering money management, investment and retirement plans, risk management, and tax planning.
Westlake Advisors—Independent, Fee-only Financial Planners in Westlake, OH
Westlake Advisors is an independent, fee-only financial advisory firm. I provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, I place a special emphasis on tax planning and include tax preparation. As your trusted advisor, my mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, I sell only my services, and receive no commissions from the purchase/sale of products.
- Pennsylvania
Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial planning firm specializing in Financial Advice for Everyday Life. With our independent, fee only approach, you can be sure that your best interest is our only interest.
Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA
Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of Templeton Financial Planning. We provide Fee-Only financial planning to individuals, families, and small business in and around the greater Pittsburgh, PA area.
- Wisconsin
Trinity Financial Planning, Middleton Wisconsin, Members of Alliance of Cambridge Advisors and Financial Planning Association
Trinity Financial Planning is a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, Financial Tune-Ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders. We offer full disclosure, fee-only advice all the time. No product sales, no commissions, ever.
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