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Fee-Only Planners that Specialize in Working with Physicians and Dentists
Arkansas Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
901-757-4447
Hawaii Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Ron Miller DDS CFP®
Resource Management LLC
41- 973 Laumilo St
Waimanalo, HI 96795
808 429 8123
Illinois Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Thomas H. Zimmerman, CFP®
Zimmerman Wealth Management, LLC
1603 Orrington Avenue, Suite 1725
Evanston, IL 60201
847-556-3200
Indiana Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Paul Coan CFP®, ChFC, CEA®
Wealth Planning & Management LLC
3815 River Crossing Parkway
Suite 100
Indianapolis, IN 46240
317-577-4426
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Jeff Seymour CFP ® B.Sc. Eng.
Triangle Wealth Management LLC
108 Preston Ridge Ct
Cary, NC 27513
919 469 3600
Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
David Morganstern CFP®
CMC Advisers
4800 SW Macadam Ave Ste 305
Portland, OR 97239
503.227.5284
Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Russell D. Francis, CPA, CFP ®
Portland Financial Advisors, Inc.
12655 SW Center Street
Beaverton, OR 97005
503-684-6116
Tennessee Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
901-757-4447
Virginia Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Jeff Seymour CFP ® B.Sc. Eng.
Triangle Wealth Management LLC
108 Preston Ridge Ct
Cary, NC 27513
919 469 3600
West Virginia Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Rob Hoxton CFP®
Hoxton Financial Inc.
8530 Shepherdstown Pike
Shepherdstown WV, 25443
304.876.2619
Wisconsin Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Michael Dubis CFP ®
Michael A. Dubis Financial Planning LLC
10 East Doty St Suite 800
Madison, WI 53703
608 827 6755
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