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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
The GM Financial Group LLC
Pennington, NJ

Building, Managing & Safeguarding Your Wealth

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

4 videos
200 views

Score:
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CFP®, CPA, PFS
Integrated Financial Planning, PC
Durango, Colorado

Offering Genuine Financial Freedom through Money Attentiveness

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

4 videos
426 views

Score:
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CFP®
Meenes Wealth Partners
Shrewsbury, MA

Introduction - Jeffrey Meenes
Introduction - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes

3 videos
106 views

Score:
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CFP®
Pacific Investment Research
Orange, CA

Retirement planning and investing expertise for individuals and couples near/after retirement seeking attractive growth/income with careful risk management.

Stay tuned for videos from this advisor!

Score:
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CDFA™, CFA®, CFP®
Watts Capital
New York, NY

Advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams.

Introduction - David Flores Wilson
Introduction - David Flores Wilson
Our Focus - David Flores Wilson
Our Focus - David Flores Wilson
Handling Major Life Events - Dave Flores Wilson
Handling Major Life Events - Dave Flores Wilson

3 videos
55 views

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