At Ritter Daniher, all of our advisors are Certified Financial Planners. In addition, we are all registered financial advisors with NAPFA, the National Association of Personal Financial Advisors. All NAPFA members are held to the highest levels of competency standards, believe that clients are best served by a comprehensive approach to financial planning, and are fee-only fiduciaries. Being fee-only means we do not sell financial products and we never make commissions. As a result, we offer unbiased advice, free of conflicts of interest. We are here for you – to serve you and look out for your best interests above our own. With such high standards, it is no surprise that more than half of those who inquire about joining NAPFA are denied admission when they initially apply.
In addition to NAPFA, all RDFA financial advisors 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.
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:
Terry Green: Blue Water Portfolios
The Fee Only CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina
Long Island CERTIFIED FINANCIAL PLANNERS™ (CFP®) - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. As your financial advisor, they provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
John Gay: www.ffplan.com
CFP Servicing the Plano, McKinney and Allen, TX Areas
Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Cheryl J. Sherrard:
Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We serve clients throughout NC and SC, as well as the Southeastern U.S.
Bill Holiday: www.aiofinancial.com
Tucson Fee Only Financial Planners specializing in Socially Responsible Investing - Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
Debra Yoo: http://www.pfpg.com/
Portland Financial Planning Group, LLC
Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.
Tom Alf: http://www.clerestoryadvisors.com
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
Justin Rush: jgrfinancial.com
Canton Ohio Fee Only Financial Advisor and Asset Management. JGR Financial Solutions provides fee only financial planning and investment management services. Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
Patrice Smith: www.financial-futures-llc.com
Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC
Greg Phelps: www.finacuity.com
A registered investment advisor firm specializing in small business 401k plans and retirement planning as a fee only fiduciary advisor