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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	Company	Website	Description
AZ	AIO Financial	aiofinancial.com	Comprehensive fee-only financial planning specializing in investment management, retirement planning, tax planning, and impact investing.
AZ	Suttle Crossland Wealth Advisors	suttlecrossland.com	Fiduciary, fee-only planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually.
CA	Endeavor Financial Planning	endeavorplanning.com	Woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
CA	Port Salus	portsalus.com	Fee-only financial planning firm providing comprehensive services including retirement, tax, estate, and investment planning, with a focus on long-term financial well-being.
CA	Point Loma Advisors	pointlomaadvisors.com	Financial planning and asset management firm serving military personnel, engineers, and individuals without children.
CA	TABR Capital Management	tabr.net	Fee-only financial planning firm based in Orange County, dedicated to guiding clients through the transition to retirement and beyond.
CO	BW Financial Planning	bwfinancialplanning.com	Provides financial planning and investment management for women and women-led households.
CO	Staib Financial Planning	staibfinancialplanning.com	Offers comprehensive, tax-efficient retirement planning and investment management services on a flat fee-only basis in the Denver metro area and virtually throughout the US.
FL	Landmark Wealth Management, LLC	landmarkwealthmgmt.com	Registered Investment Advisor Fee-Only firm providing comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations.
GA	Sonas Financial Planning	sonasfp.com	Offers financial planning and wealth management for individuals and families looking to maximize their time and outsource their investments and tax planning.
GA	Paramount Investment Advisors	paramountia.com	Fee-only financial planning specialists, investment advisors, and tax experts in Metro Atlanta.
IL	Life Planning Solutions	lifeplanningsolutions.net	Provides comprehensive financial planning and investment management.
LA	Broussard Financial Group	broussardfinancialgroup.com	Specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.
MA	Access Financial Planning	accessfinancialplanning.com	Provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
MD	Provision Financial Planning	provisionfinancialplanning.com	Founded by Robert Lindstrom, CFP®, provides collaborative retirement planning and investment management designed to increase confidence and reduce financial stress.
MD	Arch Financial Advisors	archfinancialadvisors.com	Offers tax-focused retirement planning and investment management.
ME	Robinson Smith Wealth Advisors	robinsonsmithwealth.com	Fee-only firm providing investing and comprehensive financial planning.
MN	MJT & Associates Financial Advisory Group	mjtassociates.com	Fee-only wealth management firm offering guidance through complex financial transitions.
MN	Pulse Financial Planning	pulsefinancialplanning.com	Fee-only fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
MO	White Sand Wealth Management	whitesandwealth.com	Fee-only firm focusing on asset management, retirement, risk, tax, and estate planning.
NC	Ark Wealth Management	ark-wealth.com	Fee-only fiduciary firm.
NC	Alpha Financial Advisors	alphafa.com	Fee-only financial planning and investment advisory firm offering a broad array of planning services.
NH	Robinson Smith Wealth Advisors	robinsonsmithwealth.com	Fee-only firm providing investing and comprehensive financial planning.
NJ	Weingarten Associates	weingartenassociates.com	Independent, fee-only Registered Investment Advisor offering comprehensive financial planning, investment management, and tax advice.
NJ	Financial Futures, LLC	financial-futures-llc.com	Provides fee-only comprehensive financial planning and investment management in Monmouth County.
NY	Clarity Investment Management	clarityinv.com	Fee-only solo RIA offering AUM and project planning.
NY	Landmark Wealth Management, LLC	landmarkwealthmgmt.com	Registered Investment Advisor Fee-Only firm providing comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations.
OH	F2 Wealth	f2wealth.com	Offers personalized, tax-smart wealth management focused on enhancing life and wealth.
OH	Steady Climb Financial Planning	steadyclimbfp.com	Provides flat-fee financial planning, tax reduction strategies, and investment management for physicians and professionals.
OH	My Gateway Money	mygatewaymoney.com	Offers financial and tax planning to highly compensated employees with local and virtual services.
OH	Truly Prosper Financial Planning	trulyprosperfp.com	Provides flat-fee retirement planning and investment management for people over 50.
OH	JGR Financial Solutions	jgrfinancial.com	Fee-only fiduciary advisor providing retirement-focused financial planning and investment management for retirees.
TN	Retirement Planning Solutions	retirementplanningsolutions.us	Offers customized portfolio management for middle-income retirees, pre-retirees, and families.
TN	E Financial Alliance	efinancialalliance.com	Provides financial planning for business owners.
TX	Waymaker Financial Planning	waymakerfp.com	Serves individuals preparing for their next season of life, including retirement and widowhood.
TX	Elgon Financial Advisors	elgonfa.com	Offers financial planning for foreign-born families and foreign nationals on work visas.
TX	NS Financial Transitions	nsfinancialtransitions.com	Offers personalized financial advice for the next generation of investors and those preparing for retirement.
TX	ATX Advisors	atxadvisors.com	Provides fee-only wealth management.
VA	Summit Financial Partners	summitfinancialpartnersrva.com	Fee-only investment management and financial planning.
VA	Stock Plan Advisory	stockplanadvisory.com	RIA focused on retirement planning and equity compensation for individuals and families.
VA	John Fiege Financial Planning	johnfiege.com	Eastern Shore fee-only CFP®.
VA	Bay Capital Advice	baycapitaladvice.com	Fee-only financial planning and wealth management.
VA	Manuka Financial	manukafinancial.com	Flat-fee financial planning firm providing comprehensive retirement planning, investment management, and tax planning, led by a CPA and CFP®.
VA	Bowen Financial	bowenfinancial.com	Provides comprehensive wealth management focused on growth, peace of mind, and multigenerational tax efficiency.