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The National Association of Personal Financial Advisors (NAPFA) is widely recognized as the standard bearer for Fee-Only, fiduciary financial advisors, advocating for the highest levels of professional and ethical conduct. NAPFA-affiliated financial planners operate exclusively in a Fee-Only, fiduciary capacity, meaning they are committed to acting in their clients’ best interests at all times. They maintain a high level of competency and provide client-centered advice aligned with each individual’s goals and values.

The following is a partial list of NAPFA members. Rothman Investment Management (RIM) has not independently vetted these advisors and does not maintain any formal relationship with them, aside from an agreement to share their contact information. This list is offered as a resource to help prospective clients identify qualified professionals who may be a good fit for their needs. NAPFA requires its members to undergo a rigorous vetting process, adhere to strict ethical standards, and complete a continuing education requirement that exceeds those of the Certified Financial Planner® (CFP®) designation.

Other NAPFA Advisors

State	Website	Description
AZ	aiofinancial.com	AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
AZ	suttlecrossland.com	Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
CA	endeavorplanning.com	Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
CA	portsalus.com	Port Salus provides financial planning focused on achieving financial security, prosperity, health, and well-being.
CA	pointlomaadvisors.com	Point Loma Advisors is a financial planning and asset management firm serving military personnel, engineers, and individuals without children.
CA	tabr.net	TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
CO	bwfinancialplanning.com	BW Financial Planning provides financial planning and investment management for women and women-led households.
CO	staibfinancialplanning.com	Staib Financial Planning provides comprehensive, tax-efficient retirement planning and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US.
FL	landmarkwealthmgmt.com	Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based in New York, with an additional location in Naples, Florida.
GA	sonasfp.com	Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
GA	paramountia.com	Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
IL	lifeplanningsolutions.net	Comprehensive financial planning and investment management.
LA	broussardfinancialgroup.com	Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.
MA	accessfinancialplanning.com	Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
MD	provisionfinancialplanning.com	Provision Financial Planning, founded by Robert Lindstrom, CFP®, provides collaborative retirement planning and investment management designed to increase confidence and reduce financial stress.
MD	archfinancialadvisors.com	Tax-Focused Retirement Planning and investment management.
ME	robinsonsmithwealth.com	Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
MN	mjtassociates.com	MJT & Associates Financial Advisory Group, Inc. is a fee-only wealth management firm offering guidance through complex financial transitions.
MN	pulsefinancialplanning.com	Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
MO	whitesandwealth.com	White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.
NC	ark-wealth.com	Ark Wealth Management is a fee-only fiduciary firm serving clients in the Raleigh, NC area.
NC	alphafa.com	Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.
NJ	weingartenassociates.com	Weingarten Associates is an independent, fee-only Registered Investment Advisor based in Lawrenceville, NJ, offering comprehensive financial planning, investment management, and tax advice.
NJ	financial-futures-llc.com	Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
NY	clarityinv.com	Clarity is a fee-only solo RIA that does AUM & project planning.
NY	landmarkwealthmgmt.com	Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.
OH	f2wealth.com	Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
OH	steadyclimbfp.com	Steady Climb Financial Planning offers flat-fee financial planning, tax reduction strategies, and investment management for physicians and professionals.
OH	mygatewaymoney.com	Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.
OH	trulyprosperfp.com	Flat-Fee retirement planning and investment management for people over 50.
OH		JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
TN	retirementplanningsolutions.us	Customized portfolio management for middle income retirees, pre-retirees, and families.
TN	efinancialalliance.com	Financial Planning for Business Owners.
TX	waymakerfp.com	Waymaker Financial Planning serves individuals preparing for their next season of life, including retirement and widowhood.
TX	elgonfa.com	Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas.
TX	nsfinancialtransitions.com	NS Financial Transitions offers personalized financial advice for the next generation of investors and those preparing for retirement.
TX	atxadvisors.com	Fee-Only (When You’re Up) Wealth Management.
VA	summitfinancialpartnersrva.com	Summit Financial Partners is a fee-only investment management and financial planning firm based in Richmond, VA.
VA	stockplanadvisory.com	RIA focused on retirement planning and equity compensation for individuals and families.
VA	johnfiege.com	Eastern Shore Fee Only CFP(r).
VA	baycapitaladvice.com	Fee Only Financial Planning and Wealth Management in Virginia.
VA	manukafinancial.com	Manuka Financial is a flat-fee financial planning firm providing comprehensive retirement planning, investment management, and tax planning, led by a CPA and CFP®.
VA	bowenfinancial.com	Bowen Financial provides comprehensive wealth management focused on growth, peace of mind, and multigenerational tax efficiency.