Financial Advisors

This website does not promote or affiliate with any of the financial advisors listed. It is merely a resource for those who wish to find a fee-only advisor adhering to a passive management approach. Investors must make their own judgements of potential advisors and investment managers.

To recommend that an advisor be added to the list, please leave a comment.

Alabama

Discover Financial Planning

Arizona

Continuum Wealth Management

California

Blue Water Capital Management, LLC

Buckingham Asset Management

Conservative Wealth Management, LLC

Equius Partners

Evanson Asset Management

Sierra Wealth Advisors

MAAS Capital

Cardiff Park Advisors

Colorado

Wealth Logic

Diversified Asset Management, Inc.

Connecticut

Efficient Frontier Advisors

District of Colombia

Evanson Asset Management

Illinois

Mentor Capital

Deerfield Financial Advisors, Inc.

AHC Advisors, Inc.

Indiana

Deerfield Financial Advisors, Inc.

Iowa

AHC Advisors, Inc.

Maine

Bogue Asset Management LLC

Maryland

Lifetime Wealth Planning and Management LLC

Schiff Wealth Advisors, LLC

Passive Capital Management

Massachusetts

Assabet Advisors, LLC

Titanium Advisors, LLC

Pinney & Scofield, Inc.

RF&L Wealth Management, LLC

Riverside Wealth Management

Osbon Capital Management

Michigan

IAM Financial

Portfolio Solutions

Minnesota

Summit Wealth Advocates

Mississippi

Bergland Wealth Management

Missouri

Buckingham Asset Management

Nevada

Redrock Wealth Management 

New Jersey

Key Financial Solutions, LLC

New York

Angelucci Wealth Management, LLC

Rockbridge Investment Management, LLC

Passive Capital Management

North Carolina

Pragmatic Portfolios, LLC

Ohio

Jentner Wealth Management 

Ascend Financial, LLC

Oklahoma

Servo Wealth Management

Oregon

Cascade Wealth

Cedar Financial Advisors

Deschutes Investment Consulting, LLC

Lumina Financial

MAAS Capital

Portland Financial Advisors, Inc.

Pennsylvania

FMA Advisory Incorporated 

South Carolina

Charleston Financial Advisors, LLC

Morris Financial Concepts, Inc.

Riverside Wealth Management

Texas

New Dimensions Wealth Management, LLC

Talis Advisors

Virginia

Summit Financial Planning

Lifetime Wealth Planning and Management LLC

Orr Financial Planning

Washington

Commencement Financial Planning LLC

Merriman LLC

Pathfinder Financial Advisors, LLC

Robinswood Financial

Soundmark Wealth Management, LLC

Wisconsin

Retirement Planning Solutions

Serenity Financial Consulting

Wyoming

Pinney & Scofield, Inc.

Web-Based

AssetBuilder

Portfolio Solutions

Evanson Asset Management

Index Fund Advisors

Betterment

Vanguard

Efficient Frontier Advisors

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