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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFP®, CPA, PFS
Integrated Financial Planning, PC
Durango, Colorado

Offering Genuine Financial Freedom through Money Attentiveness

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Retirement and Goals Planning - Paul Lemon
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Fiduciary Fee Only - Paul Lemon
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Money Worries - Paul Lemon
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Portfolio Asset Management - Paul Lemon

4 videos
397 views

Score:
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CFP®, CRPC®, MBA
Financial Symmetry
Raleigh, NC

Your Partner to Financial Independence

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How We Are Different - Mike Eklund
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Why I Became An Advisor - Mike Eklund
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The Client Experience - Mike Eklund

3 videos
554 views

Score:
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CFP®, CPA, PFS
The GM Financial Group LLC
Pennington, NJ

Building, Managing & Safeguarding Your Wealth

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Introduction - Guy McPhail
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Investment Mistakes - Guy McPhail
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Proactive Tax Planning - Guy McPhail
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Tough Questions to Ask Financial Advisors - Guy McPhail

4 videos
177 views

Score:
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CFP®, CPA
Kuhn Advisors, Inc.
Denver, Colorado

Since 1993, Kuhn Advisors has educated and empowered clients in financial matters to help them reach their life goals.

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Introduction - Scott Ranby
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Wealth Management Philosophy - Scott Ranby

2 videos
96 views

Score:
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CFP®, CRPC®, MBA
Savant Capital Management
Rockford, IL

Helping families build their ideal futures

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Introduction - Grant Moore
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Which Account Should I Spend From First in Retirement - Grant Moore
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When Should I Begin Collecting Social Security - Grant Moore

3 videos
92 views

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