dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017
dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017


If you are in the Dallas-Fort Worth (DFW) area, it would be our privilege to begin a conversation with you to see if our services are a good fit for you.

If you are not in the Dallas-Fort Worth (DFW) area and prefer a planner or investment firm closer to you, check out our colleagues below or search the NAPFA website for a financial advisor in your area:







  • – Staib Financial Planning, LLC is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice in the Highlands Ranch, Centennial, Aurora, and Denver metropolitan areas.



  • Paramount Investment Advisors, Inc. – Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge and expertise of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.
  • Atlanta Fee-Only Financial Planners. Resource Planning Group is an independent, fee-only fiduciary with office in Atlanta and St. Simons, Georgia.  Their team of Certified Financial Planner (CFP) advisors specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives. 



  • Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.
  • Johnston Investment Counsel – Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.



  • Lafayette Louisiana Financial Advisor – Broussard Financial Group is is an independent NAPFA registered Fee-Only financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana since 1982.



  • 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.



  • Fee Only Wealth Management in Ann Arbor. Vintage Financial Services’ team of CFPs® offers wealth management services including investment management, financial planning and tax preparation services to clients throughout the US.








New Jersey

  • 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
  • Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls. Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years. “Protecting your family’s wealth from predators, creditors, and Senators since 1994.”


New York


North Carolina

  • Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families.  With a special focus on helping the generations of a client’s family, we believe in reducing risks to our client’s financial future through sound investment decisions and ongoing comprehensive financial planning.



  • Canton Ohio Fee Only Financial Planning and Investment Management – Justin Rush, Founder of JGR Financial Solutions, is a CFP practitioner and member of NAPFA. He serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

















  • Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.
  • Fee Only Fiduciary Financial Advisor – Bill McDonald. Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm in Madison, WI specializing in retirement planning for middle income families and retirees. We are also an approved provider of Dimensional Funds.