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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFP®, ChFC®
Windfall Wealth Advisors
Paramus, NJ

You work hard for your money. I make that money work hard for you!

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Fearless Investing - Jim Shagawat, Windfall Wealth Advisors

1 video
1 view

Score:
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CFP®
Berger Wealth Management
Peachtree City, Georgia

Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future

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Introduction - Carol Berger
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What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger

2 videos
248 views

Score:
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CFP®
Miller Financial Group, Inc.
Omaha, NE

Plan Today. Invest for Tomorrow.

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What to Expect - Dan Miller
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Dan Miller - Why
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Relationships - Dan Miller

3 videos
15 views

Score:
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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

AIF®, CFP®, FPA
Client 1st Advisory Group
Hattiesburg, Mississippi

Plan Wisely - Invest Confidently - Enjoy Life

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Introduction - Michelle Mabry
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Financial Planning vs Investment Management - Michelle Mabry
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Being a Fiduciary - Michelle Mabry

3 videos
328 views

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