Certified Financial Planner (CFP®) professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent registered investment advisors (RIAs).
DFA Funds are only available through Fee-Only registered investment advisors and only after they meet DFA’s strict selection criteria.
The mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.