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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
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CFP®
Libertas Wealth Management Group Inc
Columbus, OH

We are a Fee-Only, Financial Planning firm in Columbus, OH. Our cutting-edge portfolio management & high-touch relationship-driven service make us different.

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Introduction - Adam Koos
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Defense First® Trend Following - Adam Koos
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Retirement Planning - Adam Koos

3 videos
59 views

CFP®, FPA
Financial Management Concepts
Winter Springs, Fl

Private Wealth Management for Your Vision of an Incredible Retirement®

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Introduction - Brian Fricke
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Investment Philosophy - Brian Fricke
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Planning Philosophy - Brian Fricke

3 videos
317 views

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CFP®, FPA
Aurochs Financial Group
Minneapolis, MN

A fee-only financial transitionist that helps clients figure out retirement.

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Introduction - Rick Epple
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How We Help - Rick Epple - Auroch Financial Group
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Transition - Rick Epple
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Dentists - Rick Epple

4 videos
89 views

CFP®, FPA, MBA
HFH Planning
New York, NY

We Make the Pieces Fit

Stay tuned for videos from this advisor!

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CFP®, MBA
WorthPointe Financial Planners
Austin, TX

Experienced fiduciary and fee-only advisor specializing in wealth management for successful families, business owners and retirement plans.

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Introduction - Morgan Smith

1 video
38 views

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