FINANCIAL LINKS

Links To Other Great Financial Planning And Investment Sites Around The Country

Financial Advisor & Investment Links And Resources

Broussard Financial Group is a Lousiana registered investment advisor firm with offices in Kaplan and Lafayette Louisiana. We have provided these financial links and information as a resource. We do not necessarily endorse these third party websites, but only provide them as a resource. Use your own personal due diligence when visiting these other websites and before every purchasing any products or services.

Find an Independent Fee-Onlyl Financial Advisor Firm

• National Association of Personal Financial Advisors (NAPFA) - Official website of the National Association of Personal Financial Advisors
• NAPFA find a Financial Advisor - Links to NAPFA Registered Fee-Only Registered Financial Advisor websites

Other NAPFA Fee Only Financial Advisors Around The Country

Arizona

• Fee Only Fiduciary Financial Advisor in Scottsdale and Phoenix - A retirement planning, wealth management and registered investment advisory firm.
• Tucson Fee Only Financial Planners specializing in Socially Responsible Investing - Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
• Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning. 

California

• San Diego, CA Fee Only Financial Planning and Investment Management Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California.

Colorado

• www.staibfinancialplanning.com - Staib Financial Planning, LLC is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice in the Highlands Ranch, Centennial, Aurora, and Denver metropolitan areas.

Illinois

• Johnston Investment Counsel:  With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.
• Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

Ohio

• Canton Ohio Fee Only Financial Advisor and Investment Management. 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.
• Cincinnati based Total Wealth Planning acts as a Fiduciary with an independent, fee-only wealth management approach to provide objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

Louisiana

• Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tuscaloosa, AL.  NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience.   We also serve clients on the Northshore, New Orleans, Baton Rouge, and Birmingham areas.

Maine

• Portland Financial Planning Group, LLC Our Maine-based firm 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.

Michigan

• CFP & CPA Fee Only Financial Advisor Wealth Management Michigan George Papadopoulos is a Fee-Only Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals.

 Minnesota

• Fee Only Financial Advisor Maple Grove - Phillip James Financial - We are a investment management and financial planning company located in Plymouth Minnesota. We believe your goals should guide how we invest which is why we believe in Investing with Purpose.

Mississippi

• Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.

New Jersey

• Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC
• Certified Financial Planner NJ - Zynergy Retirement Planning is Red Bank’s trusted fee-only financial planner and retirement expert.

New York

• Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. .  Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.
• Fee Only Long Island Financial Advisor - Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
• Altfest Personal Wealth Management, in Manhattan, New York, offers comprehensive financial planning and investment management to help clients navigate their way to a secure financial future and make intelligent decisions in areas such as investments, retirement, college planning, or estate planning. www.altfest.com

Nevada

• Fee Only CFP Financial Advisors in Las Vegas. Finacuity is a wealth management firm specializing in retirement plans and planning for clients near or in retirement, and 401k plans for small business owners in Las Vegas.

 North Carolina

• Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
• Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients.  Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals.  We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.
• Fee Only CERTIFIED FINANCIAL PLANNER ^TM professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.

Ohio

• Fee Only Financial Advisors in Columbus Ohio – 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 more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

 Texas

• Fee-Only Certified Financial Planner, Frisco, TX Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Washington

• Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
• Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA  Sherwood Investment Services has helped families for 20 years reach their financial goals.  They provide fee-only financial planning and investment management with no commissions.  They specialize in retirement planning.

Global

• WildBlue - Financial Planning for Americans Abroad WildBlue wants to help clients Go More and Live Happy. WildBlue is Financial Planning for those who experience Wanderlust – a strong desire to travel or live abroad. Our clients desire to experience life through travel and lack the desire to organize their financial lives themselves.