Click to Share
 

Fee-only Press Releases

+ Alert
+ Feed
Exclusive News
Topics Locations Industries Dates

By NAPFA
Corey A. Purkat of Northwoods Fiduciary Advisors & Northwoods Financial Planning accepted for membership in the National Association of Personal Financial Advisors (NAPFA)
By Alliance of Comprehensive Planners
Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator
By Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2013 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.
By Financial Consulate
Tom Bonvissuto, CFP®, ChFC®, CFA joins team as Director of Investment Research
By WiserAdvisor
WiserAdvisor announces that Phillip Christenson of Phillip James Financial has been awarded admittance as a member of its directory of financial advisors.
By Picket Fence Financial
Palm Harbor, Florida financial planning firm, Picket Fence Financial, offers new website for residents of Palm Harbor. The site describes Picket Fence Financial and offers residents educational tools such as podcasts, webinars, articles, and videos.
12163379
By Michael A. Conticelli
Michael A. Conticelli, CFS, CDFA opens Solutions Advisory Services, LLC to partner with Royal Fund Management to Offer Fee Only Investment Services.
By Integrity Investment Advisors, LLC
Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual funds of Dimensional Fund Advisors (DFA) to its clients.
12057221
By WestView Investment Advisors
The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.
By The Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2012 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.
By Foothills Financial Planning, Inc.
Foothills Financial Planning is now meeting clients in its new Glendale location. The Glendale office is located in Arrowhead Ranch at 20100 North 51st Avenue, Suite F-640.
11742806
By Paraklete Financial
Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

All Press Releases

By NAPFA
Corey A. Purkat of Northwoods Fiduciary Advisors & Northwoods Financial Planning accepted for membership in the National Association of Personal Financial Advisors (NAPFA)
By Alliance of Comprehensive Planners
Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator
By Meyer Capital Group
Meyer Capital Group adds two more decades of knowledge and experience to its management team and strengthens their position as a top-notch independent fee only investment advisor in New Jersey.
By Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2013 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.
By Financial Consulate
Tom Bonvissuto, CFP®, ChFC®, CFA joins team as Director of Investment Research
By WiserAdvisor
WiserAdvisor announces that Phillip Christenson of Phillip James Financial has been awarded admittance as a member of its directory of financial advisors.
By Picket Fence Financial
Palm Harbor, Florida financial planning firm, Picket Fence Financial, offers new website for residents of Palm Harbor. The site describes Picket Fence Financial and offers residents educational tools such as podcasts, webinars, articles, and videos.
12163379
By Michael A. Conticelli
Michael A. Conticelli, CFS, CDFA opens Solutions Advisory Services, LLC to partner with Royal Fund Management to Offer Fee Only Investment Services.
By Integrity Investment Advisors, LLC
2012 proved to be a very challenging year for active mutual fund managers. The ups and downs of an election year proved again that it is hard to generate alpha against a proper benchmark.
By Integrity Investment Advisors, LLC
Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual funds of Dimensional Fund Advisors (DFA) to its clients.
By Paraklete® Financial, Inc. (PFI)
Tom Tillery, Vice President of Financial Planning Advocate, LLC will be presenting a webcast on Friday, February 1, 2013.
By Paraklete® Financial, Inc. (PFI)
Susan Tillery, President and CEO of Paraklete® Financial, Inc. will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 21-23rd in Las Vegas, NV.
By Paraklete® Financial, Inc. (PFI)
Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete® Financial, Inc (PFI) will be presenting the CPA/PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.
12057221
By WestView Investment Advisors
The merger of two Vermont based Registered Investment Advisory firms results in a new firm with depth and professionalism.
By SunRay Advisors
Richardson of SunRay Advisors accepted for membership in the National Association of Personal Financial Advisors (NAPFA)
By The Alder Financial Group
The Alder Financial Group announced today that it has been named a Premier Advisor in Georgia for 2012 according to NABCAP. A NABCAP Premier Advisor is an exclusive group of financial advisors who represent the best in quality wealth management.
By Foothills Financial Planning, Inc.
Foothills Financial Planning is now meeting clients in its new Glendale location. The Glendale office is located in Arrowhead Ranch at 20100 North 51st Avenue, Suite F-640.
By Veritat Advisors, Inc.
John Bell has joined Veritat Advisors in Gwinnett County, GA to provide fee-only financial planning and investment management services. Previously, he worked at Wachovia Securities and Olde Stockbrokers.
By Fast Market Research, Inc.
New Financial Services market report from Datamonitor: "Fee-based Advice in Financial Services: The Consumer Perspective"
By NAPFA
NAPFA and Advisorology, LLC partner to launch FeeOnlyNetwork.com
11742806
By Paraklete Financial
Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.
By Paraklete Financial
Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® and and Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference.
By Investor Solutions
Coconut Grove-based independent investment advisory firm Investor Solutions donates materials to local high school, Southwest Miami High.
By Paraklete Financial, Inc.
Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 15-18th in Las Vegas, NV.
By Jenny Martinez
Coconut Grove-based independent investment advisory firm Investor Solutions introduces new corporate branding.
By NAPFA
NAPFA and Forbes Media partnering on virtual education program in 2012
By Retirement Asset Management, LLC
Client Service Associate Lars Phillips joins team in support of growing client base.
By Retirement Asset Management, LLC
Brandon McKerney joins the Retirement Asset Management advisory team in support of growing client base.
By Paragon Wealth Strategies, LLC
Jonathan N. Castle of Paragon Wealth Strategies, Inc. in Jacksonville, FL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA).
By Ara Oghoorian, CFA, CFP®
In his continued pursuit of professional excellence and educational development, Ara Oghoorian, CFA, CFP®, has completed all requirements and has been authorized by the Certified Financial Planner Board of Standards to use the certification marks.

Page:
Page updated every 10 minutes


Like PRLog?
9K2K1K
Click to Share