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Affiliations
John K. Ritter, Jeffrey E. Daniher, Ronda L. Koehler and Robert Riccardi are Registered Financial Advisors with NAPFA, the National Association of Personal Financial Advisors. As such, they adhere to NAPFA's strict guidelines regarding full disclosure and acting in the best interest of the client at all times. They are also Certified Financial Planner Licensees, and are therefore entitled to use the CFP mark and logo.
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Professional Study Groups: All Financial Advisors of RDFA are encouraged to participate in local, regional and/or national study groups. These groups allow us to learn from trusted colleagues and industry peers, and to share knowledge that helps better the entire industry.
One such group that John Ritter participates in is the Aegis Group. This group has 12 independent financial planning / investment management firms, which all offer comprehensive financial planning. The purpose of the Aegis Group is to enhance each other's professional skills through sharing of knowledge, expertise and resources in a non-competitive, confidential and supportive environment.
Jeff Daniher is a member of the Hindsight Group, which is a collection of 14 advisors who meet to exchange ideas around investment theory, asset allocation, and security implementation.
Jeff Daniher is a member of MIX #7, which is coordinated through NAPFA. MIX stands for Management Information Exchange, and the members of this group assist each other in bettering practice management and office efficiency.
*** The listing of the names, websites and descriptive information of the advisors shown below in no way indicates a recommendation or endorsement of the individual or their firm. ***
There are quite a few independent, Fee-Only financial advisors across the country that we count as our colleagues. Many of these are members of the National Association of Personal Financial Advisors, just as the advisory team members of RDFA are. Some of them are as follows:
Fee Only Financial Advisor Certified Financial Planner in Ann Arbor, MI
Vintage Financial is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Vintage offers comprehensive financial planning, investment management and income tax preparation services to individuals throughout the U.S. Our focus is on helping people achieve and maintain financial independence.
Fee Only Investment Advisor, Financial Planner, Fiduciary in Queens, Nassau, Suffork, Long Island, New York
Ray Mignone is a fee only investment advisor, financial planner and fiduciary who works with medical professionals, physicians, retirees facilitating 401k/403b IRA Rollovers and portfolio management. A Certified Financial Planner since 1989, he is the Vice President of Ethics for the Long Island FPA.
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.
Fee-Only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Littleton, Parker and Aurora, Colorado Staib Financial Planning is a Fee-Only Personal Financial planning and Investment Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
Lon Jefferies is a financial advisor and trusted fiduciary at Net Worth Advisory Group dedicated to providing comprehensive financial planning and investment management on a fee only basis.
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
Fee Only CFP Financial Advisor in Hawaii Pathfinder Financial Services, LLC is a Limited Liability Company and organized in the state of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope.
Wayzata Minnesota Fee-Only Investment Advisor Rick Epple, CFP has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. "My mission is to provide clients with peace of mind. I do this using a proprietary method I have developed called The Smart Decision Process TM."
Fee-Only Financial Advisory, including Wealth and Investment Management in Knoxville, Tennessee
Resource Advisory Services is a fee-only financial advisor founded in 1985. Our primary work is comprehensive personal financial planning, which includes investment management. We adhere to the fiduciary and educational standards of NAPFA, with an understanding that there is more to money than money.
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
Mentor Capital Management Inc. Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
Fee Only, Certified Financial Planner in Covington, LA and Tuscaloosa, AL Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
Tobias Financial Advisors, Inc. is a Fee-Only Registered Investment Advisor located in South Florida. The broad spectrum of financial expertise we offer includes asset management, estate and tax planning, education and retirement planning, and risk management.
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. Our clients are in Michigan, Ohio, Florida and North Carolina.
Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
Pinnacle Financial Concepts, Inc. is a fee-only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interest of our clients.
A Fee-Only CERTIFIED FINANCIAL PLANNERTM and NAPFA-Registered Financial Advisor offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.
Jamie Milne is a Certified Financial Planner who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury, Vermont.
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
Weingarten Associates is an independent, Fee-Only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management and tax advice.
*** The listing of the names, websites and descriptive information of the advisors shown above in no way indicates a recommendation or endorsement of the individual or their firm. ***
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