Information on wealth management issues including investing,taxes, wealth transfer, charitable giving and anything else that we think individuals with above average wealth would find interesting.

Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.

Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon

Kitces.com is a leading dedicated specialist in advanced financial planning content for the financial services industry

Strategic communication for financial services firms and professionals

Virtual Office News is a monthly newsletter from David Drucker and Joel Bruckenstein

There is more to financial planning and investing than crunching numbers. Thinking Beyond Numbers is the blog for IAM Financial.

A low cost, fee-only financial planning and investment management firm in Grand Rapids and Okemos, Michigan

Interactive Capital Management: the safe, secure place to plan and manage your financial future. ICMC is the clients’ valued financial sounding board. We’re our clients go to money people, their personal chief financial officer.

Blog from Roger Streit, aka The Passionate Planner.

Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.

TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA.

Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, CO

Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner^TM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Michael Zhuang is founder and chief investment scientist of of MZ Capital Management, a registered investment advisor firm located in the suburb of Washington, DC.

Your source for technology insights in the financial planning community

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.

Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.

Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from hourly to comprehensive.

Advocate Financial Management is a Registered Investment Advisory firm based in Greater Boston, serving clients in Arlington, Belmont, Cambridge, Lexington and Winchester, MA.

Located in Greater Boston providing bill paying, bookkeeping and personal financial management services to the elder and senior markets in Arlington, Belmont, Cambridge, Winchester and surrounding towns.

Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

Allow us to become your unbiased, trusted financial coordinator.

Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transitions

Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning.

The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.

Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.

Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

Investor’s Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.