Find a Fee-Only, Fiduciary Financial Planner Now.

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Why 澳博app?

For 40 years, 澳博app has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict Fee-Only, fiduciary capacity, 澳博app-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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Comprehensive

Comprehensive financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future.

Competent

澳博app affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

Client Centered

Working with a 澳博app-affiliated Financial Advisor means putting you, the consumer first. 澳博app-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

澳博app News & Insights

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澳博app 2024 Region Symposiums

Registration is now open for the 2024 Region Symposiums. Come together with local financial advisors for an upcoming Region Symposium. Gain continuing education hours and network with peers in the field!

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Serve on the 澳博app Board of Directors

Serving on the 澳博app Board of Directors is a vital opportunity to contribute to the profession and contribute to the future direction of the association. The 澳博app Leadership Development Committee (LDC) is now accepting applications from members to fill expected board openings for the 2024-2027 term.

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Participate in the 澳博app DEI Training & Certificate Program

The 澳博app DEI Training and Certificate program aims to provide 澳博app members and other financial advisors resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion.

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Register for the 澳博app Playbook Series

Join fellow 澳博app members for a free webinar series focused on imporoving the client experience and attracting ideal clients.

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Download the DEI Toolkit

Since the DEI Initiative was launched in 2018, 澳博app has worked to strengthen relationships between financial planning professionals and the diverse populations they serve.

Use the DEI Toolkit to help you start the DEI dialogue and strengthen your firm’s DEI strategies.

Access the Toolkit

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Access a New Educational Partnership Available to Members

澳博app has partnered with ENLITE, a unique organization that bridges the gap between financial planning, leadership, and mental health. Content is created and delivered by Dr. Sonya Lutter, a CERTIFIED FINANCIAL PLANNER™ professional and Licensed Marriage and Family Therapist.

Access the Academy

We are proud of the community we have created. Hear from voices within our community!

With more than 4,600 fee-only, fiduciary financial planners, 澳博app provides education, professional connections, business development resources, and advocacy in support of member success.

Become a Member

Joining 澳博app was one of the best decisions I made as a financial planner as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial planning. Being surrounded by so many great planners who uphold the fiduciary standard is a breath of fresh air in the financial services industry and I would encourage anyone who is considering membership to jump in whole-heartedly.

Franko Gay, CFP®, EA — Tobias Financial Advisors

澳博app continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much.

Feraud Calixte, J.D., CFP® — Vantage Pointe Planning

澳博app has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

Clarissa R. Hobson, CFP® — Transform Wealth

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澳博app Education

澳博app Learning Center

Partner with 澳博app

澳博app is available to help you expand your reach to its members and financial advisors within the profession through sponsorship, advertising, and more.
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Register for an Upcoming Webinar

澳博app webinars are a convenient way to fulfill CE requirements and learn how to grow your business.
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Attend the 澳博app Spring 2024 National Conference

Registration is now open for the Spring 2024 National Conference taking place Ma 8-11 in Fort Worth, TX. Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the 澳博app community.
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