A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
CFP®, CKA®
Guide Financial Planning, LLC
Shoreview, MN
CFP®
Xena Financial Planning
Seattle, WA
CFP® CSA®
UNITY Financial Services
Mesquite, TX
CFP®
Financial Decisions
Little Rock, AR
CFP®, MBA
GHP Investments Advisors, Inc.
Denver, CO
CFP®
Wagner Advisory Group
Palm Harbor, FL
CFP®, CTFA
Parkside Financial Bank & Trust
Clayton, MO
CFP®
Wagner Planning
Lake Oswego, OR
CFP®
The Welch Group, LLC
Birmingham, AL
CFP®, CLU, ChFC
Ameriprise Financial Services, Inc.
Toledo, OH
CFP®
Comprehensive Financial Professionals LLC
Lansdale, PA
CFP®, AIF®
Granite State Wealth Management
Londonderry, NH
CFP®, AIF®
Granite State Wealth Management
Greenland, NH
CFP®
Heartland Capital Advisors
Independence, MO
CFP®
Wilson Bank & Trust/Raymond James
Lebanon, TN
AFC, CFP®, M.S.
Bremer Wealth
Fargo, ND
CFP®
Wales Wealth Management Group - Ameriprise Financial
Saint Joseph, MI
CFP®
WealthPoint Advisors, LLC
Indianapolis, IN
CFP®
Clayton Wealth Partners
Topeka, KS
CFP®
Clayton Wealth Partners
Lawrence, KS
CFP®, CEPA
Life Transitions Advisors, LLC
Johns Creek, GA
CFP®
Walker & Associates, a private wealth advisory practice of Ameriprise Financial
Charlotte, NC
CFP®, MBA
Lucre Advisory, LLC
Brooklyn, NY
CFP®, MBA
Alpha Omega Wealth Partners
Cary, NC
CFP®
Weinheimer Wealth Management
Austin, TX
CFP®, AFC®
Soundview Advisors
Seattle, WA
CFP® AIF®
Skyline Advisors, Inc.
Bellingham, WA
MBA, CFP®
Higher Strata Wealth Management LLC
Ft. Worth, TX
CPA/PFS, CFP®
Wallach Financial Services, LLC
Chester, NJ
CFP®, EA, ATA
Blue Bell, PA
CFP®
Lewis M. Wallensky & Associates
Century City, CA
CPA, CFP®
San Diego, CA
CFP®
Condor Capital Mgmt
Martinsville, NJ
CAP, CFP®
WealthArc Advisors
Hoover, AL
CFP®
Penn Cove Financial, LLC
Oak Harbor, WA
CFP®, RICP®, CRPC®
Thimbleberry Financial
Portland, OR
CFP®, CRPS®
MPPL Financial
Duluth, MN
CFP®
Walsh Financial Solutions
Arvada, CO
CFP®, CFA, CTFA, CPW
Walsh & Associates
Sarasota, FL
CFP®, CFA, CTFA, CPW
Walsh & Associates
Dekalb, IL
CFP®
Niehaus Financial Services LLC
Cincinnati, OH
CFP®
William J. Walsh, CFP
Marco Island, FL
CFP®
Wellesley Hills, MA
CFP®, APMA®, MBA
Ameriprise Financial
Thibodaux, LA
CFP®
Edward Jones Investments
Newport Beach, CA
CFP®, CLU
Independence Wealth Services
Chadds Ford, PA
AIF®, CFA, CFP®
KCS Wealth Advisory, LLC
Los Angeles, CA
CFP®, CPA, CSRIC®
Pearl Planning
Dexter, MI
CFP®
Runnymede Capital Managmentagement, Inc.
Morristown, NJ
CFP®
Sierra Pacific Financial Advisors, LLC
Pleasanton, CA
CFP®
Sierra Pacific Financial Advisors, LLC
Oakland, CA
CFP®
Sierra Pacific Financial Advisors, LLC
Cupertino, CA
CFP®, APMA®
PensionmarkMeridien
Providence, RI
CFP®, AIF®, MPASĀ©
Wisdom Wealth Management
Bloomington, MN
CFP®
Leeway Planning
Walpole, MA
MS, CFP®
Bridgeworth Wealth Management, LLC
Birmingham, AL
CFP®
Dallas, TX
CFP®
TC Wealth Partners
Downers Grove, IL
CFP®
StoneBridge Advisors, Inc.
Ellicott City, MD
CFP®
Well Lived Wealth, LLC
Houston, TX
MBA, CFP®
WNY Asset Management, LLC
Williamsville, NY
CFP®
Stifel
Irvine, CA
CFP®
Financial Lifestyle Management
Greenville, TX
CFP®
Bridgeworth LLC
Birmingham, AL
CFP®, CFA
Liberty Financial Group, Inc.
Elm Grove, WI
CFP®
Warneford Wealth Management, LLC
Richmond, VA
CFP®
Warneford Wealth Management, LLC
Virginia Beach, VA
CPA CFP®. EA, NSSA
Warner Financial Group LLC
Dalton, OH
CFP®
Compass Wealth Management LLC
Kansas City, MO
CFP®
Ameriprise Financial
Laguna Niguel, CA
CFP®
Hughes Warren Inc.
Edmond, OK
CFP®
Avior Wealth Management
Plano, TX
CFP®, LUTCF
William J. Warren
Johnston, IA
CFP®
Eaglestone Tax & Wealth Advisors
Rockville, MD
CFP®, CPA
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Watkins Financial, Ltd.
Leawood, KS
CFP®
Fleming Watson Financial Adviosrs, LLC
Marietta, OH
CFP®
DRW Financial
Chattanooga, TN
CFP®, ChFC®, CIMA®
Mercer Advisors
Ann Arbor, MI
CFP®, EA, CTC
Wealth Enhancement Group
Walnut Creek, CA
CFP®
Legacy Financial Strategies
Leawood, KS
CFP®
Waller & Wax Advisors Inc
Tampa, FL
CFP®, AEP®
Capitial Advisors, LTD.
Shaker Heights, OH
CFP®
Howard Bailey Financial, Inc
Fort Wayne, IN
CFP®, ChFC®
Fifth Third Private Bank
Indianapolis, IN
CFP®
Weaver Capital Management, LLC
Suwanee, GA
CFP®
Ameriprise Financial Services, Inc.
Camp Hill, PA
CFP®, CPA, CFA
Weaver Financial
Mission,
CFP®, EA
Elaine Webb Financial
Rocklin, CA
CFP®
Towson, MD
CFP®
Webb Investment Services
Asheville, NC
CFP®, CASL®, RICP®
Wealth Consulting Group
Burlingame, CA
CFP®
Weber Asset Management
Lake Success, NY
CFP®, CFA
Goldman Sachs Personal Financial Management
Herndon, VA
CFP®, AIF®
Insight Financial Horizons
Danvers, MA
CFP®
Ocean Heights Advisors
Newport Coast, CA
JD, CFP®
Barrister
Philadelphia, PA
CFP®
Searcy, Weems-Scott & Quinn
Atlanta, GA
CFP®
Wegner Asset Management, LLC
Middleton, WI
CFP®
Wegner Asset Management, LLC
Madison, WI
CFP®, ChFC, CLU
Synergistic Financial Center
Arlington Heights, IL
CFP®, AIF®
RTD Financial Advisors Inc
Philadelphia, PA
CFP®, EA
Financial & Taxation Services Inc.
Auburndale, MA
CFP®
Weil Capital Management
Palo Alto, CA
CFP®
East Islip, NY
CFP®
Weinberg Financial Group
Chestnut Hill, MA
CFP®
Family Wealth & Pension Management
Woodbury, NY
CFP®
Boca Raton, FL
Ph.D., CFP®
Sterling Financial Group
Sparta, NJ
CFP®
Cetera Advisor Networks
Dallas, TX
CFP®
Kenneth Weinstein CPA, CFP®
Tonawanda, NY
CFP®
Schultz Collins
Orinda, CA
CFP®
Schultz Collins
San Francisco, CA
CFP®
RBC Wealth Management
Spokane, WA
CFP®
The Investors Center
Avon, CT
CFP®, CLTC
Moneco Advisors
Fairfield, CT
CFP®, CLTC
Moneco Advisors
Norwalk, CT
CFP®
Marshall Financial Group
Doylestown, PA
CFP®, RICP®, CRPC®
Weiss Financial Group
Mahopac, NY
CFP®
Fuller Brook Financial Partners, LLC
Natick, MA
CFP®
LPL Financial
Tucson, AZ
CFP®, AIF®
Antaeus Wealth Advisors, LLC
Boxborough, MA
CFP®
Burton Enright Welch
Walnut Creek, CA
CFP®, CPA
Meara Welch Browne, P.C.
Prairie Village, KS
CFP®, AEP
The Welch Group, LLC
Birmingham, AL
CPA, CFP®
The CP Welde Group
Chadds Ford, PA
CFP®, ChFC
ECF Wealth
Miami Beach, FL
CFP®
Planning Essentials, LLC.
White Lake Twp, MI
MBA, CFP®
Wells Financial Management
Asheville, NC
MS, CFP®, CLU, CIMA®
Segue Planning, LLC
Avon, CO
CFP®,CIMA,CRPS
Morgan Stanley
West Conshohocken, PA
CFP®, MSFS
Pinnacle Wealth Planning Services, Inc.
Ft Myers Beach, FL
CFP®
RW Financial Planning, LLC
Lincolnshire, IL
CFP®
Wacker Wealth Partners
San Luis Obispo, CA
CFP®, CFA
Wentsel Wealth Management, LLC
Western Springs, IL
CFP®
EP Wealth Advisors
San Diego, CA
CFP®
Forum Financial Management, LP
Lombard, IL
CFP®, CRPC, APMA, AI
Wealthbridge Advisors
Lake Oswego, OR
CFP®, AIF, CDFA
Wesling Financial Planning Services
Alexandria, VA
CFP®, CPA
J. Wesolowski Financial, LLC
Cape Coral, FL
CFP®, CPA/PFS, CLU,
Eagle Strategies LLC
Downers Grove, IL
CLU, ChFC,AIF, CFP®
Westbrook Financial Services, Inc.
Scottsdale, AZ
CFP®,AIF®,CPFA®,MBA
Financial Compass Group, LLC
Wellesley Hills, MA
MBA, CFP®
Spraker West Wealth Management, Inc.
Winter Park, FL
CFP®, CLU, CFS, ChFC
WGG Wealth Partners
Roseville, CA
CFP®, RICP®, CPA
West Financial Advisors, LLC
Des Moines, IA
CFP®
Westco Investment Corp
Lynbrook, NY
CFP®, ChFC®, CRPS®
Chapel & Collins, LLC
Fort Collins, CO
CFP®
Procyon Partners
Shelton, CT
CFP®
Prometheus Capital Management Corp.
Yardley, PA
CFP®, MBA, CCM
Prometheus Capital Management Corp.
Yardley, PA
CFP®, MRFC®
Sage Wealth Consulting, LLC
Sarasota, FL
CFP®, MRFC®
Sage Wealth Consulting, LLC
Sarasota, FL
CPA, CFP®
Ocean, NJ
CFP®
Pathfinder Wealth Consulting
Wilmington, NC
CFP®
LPL Financial
Goodyear, AZ
CFP®
Biechele Royce Advisor
Fishers, IN
CFP®
Whelan Financial
Fresno, CA
CFP®, AIF®
Clear Future Financial, LLC
Spokane Valley, WA
CFP®
Logic Capital Management, LLC
Houston, TX
CFP®
Investment Services Center
Allen, TX
CFP®, ChFC, CLU
Scott White Advisors
Fort Myers, FL
CFP®
Phillip B. White Co., Inc. A Registered Investment Advisor
San Luis Obispo, CA
CFP®
Terrace Park, OH
CFP®
J.P. Morgan Chase Bank, N.A.
Lindenhurst, IL
MA, CFP®
Fidelis Financial Planning LLC
Saint Charles, MO
CFP®, AIF®
Birchfield Partners LLC
Tarrytown, NY
CFP®
Marshall White, Investment Advisor
Kensington, CA
CFP®
Arrivity Financial Planning
Seattle, WA
CFP®, RICP, CRPC
TriCapital Wealth Management, Inc.
Charlotte, NC
CFP®, APMA®
Ameriprise Financial Services Inc.
Knoxville, TN
CFP®, CFS
Goldman Sachs
Houston, TX
CFP®, CRPC, APMA, CE
Inspired Capital, a private wealth advisory practice of Ameriprise Financial
Raleigh, NC
CFP®
Ameriprise Financial Advisors
North Little Rock, AR
CFP®, PFS, CPA
White & Company Financial Planning, Inc
Sunnyside, WA
CFP®
Halter Ferguson Financial, Inc.
Indianapolis, IN
MBA, CFP®
Millennium Planning Group, LLC
Pittsboro, NC
CFP®
Meld Financial, Inc.
Birmingham, AL
CFP®
Freeborn & Peters LLP
Chicago, IL
CFP®
Richmond, VA
CFP®, ChFC, CLU
Independent Retirement Solutions, LLC
Maumee, OH
CFP®
Truist
Charlotte, NC
CFP®
BDO Wealth Advisors
Fort Lauderdale, FL
CFP®, CPFA
Prudential Financial
Louisville, KY
CFP®
San Diego, CA
CFP®
Grand Wealth Management
Grand Rapids, MI
CFP®, J.D.
Grand Wealth Management
Grand Rapids, MI
CPA, CFP®
Sheldon Reder CPAs Inc.
Cincinnati, OH
CFP®
Wiggin Financial Planning, PA
Fort Lauderdale, FL
CFP®
Rodgers & Associates
Lancaster, PA
CFP®, AIF®, AAMS®
Mayflower Advisors, LLC
Westborough, MA
MS, CFP®
Financial Planning Center for Women
Greendale, WI
EA, CFP®
Wilcox Tax and Financial Advisors LLC
Phoenix, AZ
CFP®, MST, CTFA, AIF
Total Wealth Planning
CINCINNATI, OH
CFP®, AIF®, CLTC
Inceptum, LLC
Memphis, TN
CFP®, ChFC®, CPA
Innovative Financial Solutions
Carmel, IN
CFP®
Wildes Financial Strategies
Georgetown, SC
CFP®
Basepoint Wealth, LLC
Cedar Rapids, IA
CFP®
Basepoint Wealth, LLC
Dubuque, IA
CFP®
Summit Financial Advisors, LLC
Doylestown, PA
CFP®
Summit Financial Advisors, LLC
Newtown, PA
CFP®
Summit Financial Advisors, LLC
Philadelphia, PA
CPA/PFS, CFP®
Sweeney Kovar Financial Advisors
Danville, CA
CFP®, CeFT®
Security First Advisors
Vancouver, WA
CFP®, CeFT®
Security First Advisors
Portland, OR
MBA, CFP®
MD&A Financial Management Co.
Pittsburgh, PA
CFP®
Wilkinson Wealth Management
CHARLOTTESVILLE, VA
CFP®
Ameriprise Financial Services, Inc.
Swansea, IL
CFP®
Market Street Wealth Management Advisors
Indianapolis, IN
CFP®
Lee Financial Corporation
Dallas, TX
CFP®
Williams Wealth Management Group Inc.
Bradenton, FL
CFA, CFP®
Cary, NC
CFP®
Estate & Wealth Planning Inc.
Papillion, NE
CFP®
Honu Wealth Management
Cupertino, CA
CFP®, AIF®, CRPC®
Williams Asset Management
Columbia, MD
CFP®
Jim Williams Financial
Livonia, MI
CFP®
Williams Financial, LLC
Bennington, VT
CFP®
Williams Financial, LLC
Saratoga Springs, NY
CFP®, AIF®, CPA/PFS
Grand Wealth Management, LLC
Grand Rapids, MI
CFP® ChFC APMA CDFA
Ameriprise Financial
Montclair, NJ
CPA/PFS, CFP®, CRPC®
Compass Capital Management, LLC
McAlester, OK
CFP®
Williams Financial Services Corporation
Bowie, MD
CFP®
Lake Mary, FL
CFP®
LPL Financial LLC
Clearwater, FL
CFP®
Pathways Advisory Group, Inc.
Fresno, CA
CFP®
Empower Financial Advisory
Glastonbury, CT
CFP®
Sojourn Wealth Advisory, LLC
Timonium, MD
CFA, CFP®
Paragon Capital Management
Denver, CO
CFP®
The Trust Company
Knoxville, TN
CFP® RICP
Colarossi & Williams
Islandia, NY
CFP®, CDFA
Wilshire Financial
Charlotte, NC
CFP®
Willson Wealth Management, LLC
Reno, NV
CFP®, EA,MBA,ChFC
A. Rhodes Wilson
Doylestown, PA
CFP®
Sugarloaf Wealth Management, LLC
Duluth, GA
CFP®, CLU, ChFC
Ameriprise Financial Advisors
Medfield, MA
CFP®, CLU, ChFC
Ameriprise Financial Advisors
Auburndale, MA
CFA, CFP®, CEPA
Sincerus Advisory
New York, NY
CFP®, APMA®
Cornerstone Financial Strategies
Tacoma, WA
CFP®
Wilson Financial Group, LLC
Suwanee, GA
MBA, CFP®
Cetera Advisor Networks
Oakland, CA
CFP®
Seven Springs Wealth Group, LLC
Brentwood, TN
APA, CFP®
MILE Wealth Management
Irvine, CA
CFP®
Comprehensive Wealth Management
Golden Valley, MN
CFP®
Waddell & Reed, Inc.
West Chester, OH
CFP®
Wilusz and Associates
San Francisco, CA
CFP®
The Mather Group
Chicago, IL
CFP®
Aspen Wealth Management
Centennial, CO
CFP®
Independence, MN
CFP®
John G. Ullman & Associates
Corning, NY
CFP®
SageCrest Wealth
Capitola, CA
CFP®
Winstedt Business Services
Herndon, VA
CFP®
Continuum Wealth Strategies, LLC
Reston, VA
CFA, CFP®
Five Seasons Financial Planning LLC
Salt Lake City, UT
CFP®
Houston, TX
CFP® CSRIC®
Birchwood Financial Partners, Inc.
Edina, MN
JD, CFP®
Prosperity Wealth Strategies LLC
Birmingham, MI
CFP®
John E. Sestina & Company
Strongsville, OH
CFP®
John E. Sestina & Company
Strongsville, OH
CFP®
Kingwood, TX
CFP®
Wisehaupt Bray Asset Management
Palm Beach Gardens, FL
CFP®
Reliant Financial Services
Kansas City, MO
CFP®
Witt Financial Services, Inc.
Oakland Park, FL
CFP®
Voya Financial Advisors
Edmond, OK
MBA, CFP®, AWMA
Wixon Advisors, Inc.
Maple Grove, MN
CFP®
Ameriprise Financial Adv
Edina, MN
CFP®, CPWA®, CIMA®
Copper Beech Wealth Management
Mansfield, MA
CFP®, RICP®, MBA
Great River Financial
Golden Valley, MN
CFP®,CIMA®,CPWA®
Robert W. Baird
St. Paul, MN
CFP®
John A. Wolfe & Associates, Inc.
Portage, MI
CFP®, CMFC, MBA
Saddle River Capital Management
Saddle River, NJ
CFP®, CDFA®
AJW Financial
Minneapolis, MN
ChFC, CLU, CFP®, AIF
Wealthspire Advisors
Leesburg, VA
CFP®
Morgan Stanley Smith Barney
Barrington, IL
CFP®
Morgan Stanley Smith Barney
Barrington, IL
CFP®
Pinnacle Financial Associates
Beavercreek, OH
CFP®, MSFS, CRPC
Ameriprise Financial Services, LLC
Cape Girardeau, MO
CFP®, AIF®
Mariner Wealth Advisors
Pleasanton, CA
CFP®
Planned Solutions Inc
Folsom, CA
MBA, CFP®
Fremont, CA
CFP®
LaSalle St. Securities, LLC
Westwood, MA
CFP®
Carolina Retirement Solutions
Charlotte, NC
CFP®
Grimes & Company, Inc.
Westborough, MA
CFP®, CRPC, FBS
Carson Group
Omaha, NE
CFP®
Paul Winkler, Inc.
Goodlettsville, TN
CFP®, ChFC®, AIF®
Strategic Planning Group, Inc
Fishers, IN
CFP®, CRPC®, CDFA
Heritage Investment Partners LLP
Chatham, NJ
CFP®
Silvis Financial
Charlotte, NC
CFP®, AIF®, CAP®
United Planners' Financial Services of America
Evergreen, CO
CFP®, MBA
CooksonPeirce Wealth Management
Akron, OH
CFP®
Woods Financial Services
Clinton Township, MI
CFP®
Stocker Woods Financial, Inc.
Denton, TX
CFP®
Wells Fargo Advisors
Lemoyne, PA
CFP®, CLU, ChFC
Kindred Wealth
Norman, OK
CFP®, CHFC
SWS, LLC Stovall-Woody & Asso
Springfield, MO
CFP®, APMA®
Ameriprise Financial
Delray Beach, FL
CFP®, APMA®
Ameriprise Financial
Center Valley, PA
CFP®, CLU®, ChFC®
Keyes, Stange & Wooten Wealth Management, LLC
Daytona Beach, FL
MS, CFP®, CLU,CLTC
Innovative Financial Group, LLC
Nashville, TN
MS, CFP®
Private Ocean
San Rafael, CA
CFA, CFP®
Pittsburgh, PA
CFP®
Launch Financial Planning
Andover, MA
CFP®
Fishers, IN
CFP®, CLU®
Mercer Island, WA
CFP®
Morgan Stanley
Pensacola, FL
CFP®
Congress Wealth Management
Miami, FL
CFP®
Guidance Financial & Life Planning Services, Inc.
Kapaa, HI
CFP®, CHFC®, RICP®
Thrivent Financial
Stanwood, WA
CFP®, CHFC®, RICP®
Thrivent Financial
Auburn, WA
CFP®
Financial Advisor For You, LLC
Washington, DC
CFP®(US,CDA),TEP,CIM
Transition Financial Advisors Group, Inc.
Gilbert, AZ
CFP®
Corient
Columbus, OH
CFP®
Financial Destiny, Inc.
Houston, TX
CFP®, MSFP
Wurz Financial Services
Covington, KY
CFP®
BCU Wealth Advisors, LLC
Milwaukee, WI
CFP®
BDK Financial Services, Inc
Brighton, MI
CFP®, JD
Center For Financial Planning, Inc.
Southfield, MI