The 150 best financial advisers for doctors: Our exclusive list

November 3, 2006

Don't trust your nest egg to just anyone. These advisers have the expertise you deserve.

Congratulations! The fact that you've turned to this article probably means you've amassed enough of a nest egg to want to put it in capable hands. And not just with any financial adviser, but with someone who has experience working with doctors and the issues particular to them.

This article is designed to help you find just such a person. We've done the hard work of searching the country for the best financial advisers for doctors. Our editors have spent the better part of six months gathering names of potential candidates. In addition to mailing questionnaires to the advisers who made our previous list (which was published in 2004), we contacted advisers recommended to us by financial planning professional societies, as well as those who received praise from readers like you, whom we solicited with an open call for nominations earlier this year.

Over the summer, our mailboxes were filled with hundreds of completed questionnaires, detailing advisers' credentials, education, areas of expertise, total amount of assets under management, percentage of physician clients, noteworthy professional achievements, and affiliations with medical organizations. Some advisers, we found, serve on hospital boards; others have a spouse or child who's a doctor. A few of them are physicians, who left the day-to-day practice of medicine to maintain their clients' financial health.

As was the case when we published our list two years ago, we received multiple nominations from the same firm or brokerage. However, to give us the broadest geographic reach-we wanted at least one adviser in each state-we made the tough decision to limit our selections to one adviser per firm, even though many firms nominated several qualified partners. By the way, don't hesitate to call an adviser just because his place of business isn't near you; most advisers are willing to travel considerable distances to meet with their clients.

Last, but not least, we ran each adviser's name though the NASD and SEC databases, to be sure he or she hadn't been found guilty of any wrongdoing. That's comforting to you, of course, but it doesn't preclude the possibility that a state securities office may have a beef with an adviser; we didn't drill down that far.

Almost every adviser we chose has some sort of specialized financial planning credentials in addition to an undergraduate degree and, in some cases, an advanced degree (MBAs, for instance, are common to our list). Three credentials that you'll see often on the list are related to investing and comprehensive planning: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Financial Analyst (CFA). A couple of others-Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU)-indicate people who can take care of your tax and insurance needs as well as your investment portfolio. One other credential you'll see is CPA/PFS, which is an accountant who specializes in personal financial planning.

To maintain these credentials and keep their knowledge current, these professionals may be required to take continuing education. There's comfort in that, too.

The majority of the advisers on our exclusive list will manage your money for you; others will create an investment plan and make recommendations, but leave the execution to you. As you'll see, most of the folks on our list require a minimum amount of investment assets before they'll accept you as a client. Those minimums can run as high as $1 million, but many advisers are open to smaller amounts if you're serious about investing and committed to saving regularly. We gave preference, however, to advisers with small minimums or none at all. In any case, you should always ask what fees are involved to manage your assets; even advisers that require no minimums may charge annual retainers of many thousands of dollars a year.

Finally, always meet the adviser in person before you agree to invest. It's important for both parties to determine if your personalities mesh and whether you'll be able to communicate well with one another. Does the adviser listen closely to your questions, and to your spouse's? Does he or she have other physician-clients with situations similar to yours? You can find basic information about the adviser, his team, his investment philosophy, and his services from his website-even most advisers in small firms have a website. For instance, you may want only a detailed financial plan, for which you pay a flat rate or an hourly fee, before agreeing to entrust the adviser with a portion or all of your assets.

Kathleen McKee, a former senior editor of this magazine, contributed to this article.

150 best financial advisers, by state

ALABAMA

Robert A. Studin, JD, CFP, CPA/PFS, ChFC, CLU
First Financial Group/Lincoln Financial
Advisors
Birmingham
205-803-3333
rob.studin@lfg.com

ARIZONA

John A. Bagley, MBA, CFP, CPA
Strategic Wealth
Advisors
Scottsdale
480-998-1798
http://www.xpertadvice.com
Minimum portfolio: $750,000

Patricia F. Raskob, CFP
Raskob Kambourian Financial
Advisors
Tucson
520-690-1999
http://www.rkfin.com

ARKANSAS

Fredrick E. Adkins III, MBA, CFP, ChFC, CLU
The Arkansas Financial Group
Little Rock
501-376-9051
http://www.arfinancial.com

J. Ralph Broadwater, MD, CFP
Physician Advisory Resources
Little Rock
501-247-4459
http://www.physicianadvres.com

CALIFORNIA

James E. Berliner, JD
Westmount Asset Management
Los Angeles
310-556-2502
http://www.westmount.com
Minimum portfolio: $500,000

Norman M. Boone, MBA, CFP
Mosaic Financial Partners
San Francisco
415-788-1952
http://www.mosaicfp.com
Minimum portfolio: $1 million

James M. Casey
Physicians' Asset Management
Marina del Rey
310-821-3332; 800-852-3284
http://www.physassetmgmt.com
Minimum portfolio: $1 million

Sherman L. Doll, CPA/PFS
Capital Performance Advisors
Walnut Creek
925-938-5188
http://www.cpacapital.com
Minimum portfolio: $1 million

Jeffrey D. Lancaster, CFP
Bingham, Osborn & Scarborough
San Francisco
415-781-8535
http://www.bosinvest.com
Minimum portfolio: $1 million

Carlo A. Panaccione, CFP
Navigation Group
Redwood Shores
650-595-1700
http://www.navigationgroup.com
Minimum investment: $1 million

Stefan Prvanov, CFP
Blankinship & Foster
Solana Beach
858-755-5166
http://www.bfadvisers.com
Minimum portfolio: $1 million

Edwin K. S. Ryu, CPA/PFS
Legacy Wealth Advisors
San Jose
408-452-7700
http://www.lwallc.com
Minimum portfolio: $1 million

Paul R. Temby, MBA, CFP, CFA
Dowling & Yahnke
San Diego
858-509-9500
http://www.dyinc.com
Minimum portfolio: $1 million

Bob Wacker, CFP
R.E. Wacker Associates
San Luis Obispo
805-541-1308
http://www.rewacker.com

COLORADO

Craig Evans Carnick, CFP
Carnick & Company
Colorado Springs
719-579-8000; 800-447-8181
http://www.carnick.com
Minimum portfolio: $250,000

Dave Forbes, CFP, CFA
Petra Financial Advisors
Colorado Springs
719-636-9000
Minimum portfolio: $1 million

Lawrence E. Howes, MBA, CFP
Sharkey, Howes & Javer
Denver
303-639-5100
http://www.shwj.com

CONNECTICUT

John W. Eckel, MBA, CFP, CFA
Pinnacle Investment Management
Simsbury
860-651-1716
http://www.pinninvest.com
Minimum portfolio: $250,000

Kathryn K. Norris, CFP
Asset Strategies
Avon
860-673-5500
http://www.asset-strategies-inc.com
Minimum portfolio: $750,000

Bryan M. Place, CFP, ChFC, CLU
Place Financial Advisors
Farmington
888-693-8390
http://www.placefinancial.com
Minimum portfolio: $200,000

Alan P. Weiss, CFP, CPA/PFS
Regent Wealth Management Group
Woodbridge
800-443-3101
http://www.regentwealth.com
Minimum portfolio: $1 million

DELAWARE

Judith W. Lau, CFP
Lau Associates
Wilmington
302-792-5955
http://www.lauassociates.net
Minimum portfolio: $1 million

Michael J. Sicuranza, CFP
Investment Management & Planning
Greenville
302-654-5449
http://www.imandp.com
Minimum portfolio: $250,000

FLORIDA

Michael H. Davis, JD, CFP, CPA
Resource Consulting Group
Orlando
407-422-0252
http://www.resourceconsulting.com
Minimum portfolio: $1 million

Roy T. Diliberto, CFP, ChFC, CLU
RTD Financial Advisors
Bonita Springs
800-893-4725
http://www.rtdfinancial.com

Austin A. Frye, JD, MBA, CFP
Frye Financial Center
Aventura
305-931-3200
http://www.fryefinancial.com
Minimum portfolio: $250,000

Linda S. Lubitz, CFP
The Lubitz Financial Group
Miami
305-670-4440
http://www.lubitzfinancial.com
Minimum portfolio: $1 million

Edward H. Maass, CFP, ChFC, CLU
Physicians Wealth Care
Delray Beach
561-272-0663
http://www.physicianswealthcare.com
Minimum portfolio: $500,000

Timothy J. McIntosh, MBA, CFP
Strategic Investment Partners
Tampa
813-973-1100
http://www.sipllc.com
Minimum portfolio: $100,000

Margery K. Schiller, CFP
Goar, Endriss & Walker
Sarasota
941-366-6380
http://www.gewcpa.com

Marc Singer, MBA, CFP
Singer Xenos Wealth Management
Coral Gables
305-443-0060; 888-289-0060
http://www.singerxenos.com
Minimum portfolio: $500,000

Benjamin A. Tobias, CFP, CPA/PFS
Tobias Financial Advisors
Plantation
954-424-1660
http://www.tobiasfinancial.com

Robert B. Wolfe, CFP
Capital Planning Group
Fort Lauderdale
305-717-6064
rbwolfe@finsvcs.com
Minimum portfolio: $1 million

GEORGIA

Wesley D. Bigler, MBA, CFP
Financial Network
Atlanta
404-843-3100
http://www.financialnetworkcorp.com
Minimum portfolio: $750,000

B. William Cleveland III, MBA, CFP, CPA/PFS
Preston & Cleveland Wealth Management
Augusta
706-855-0170
http://www.preston-cleveland.com
Minimum portfolio: $500,000

Robert S. Hockett, CFP
Cambridge Southern Financial Advisors
Atlanta
404-388-3015; 866-333-2384
http://www.cambridgesouthern.com

Robert "Buzz" W. Law, CFP
Creative Financial Group
Atlanta
770-913-9704
http://www.cfgltd.com

David W. Polstra, CFP, CPA/PFS
Brightworth
Norcross
770-368-1700
http://www.brightworth.com
Minimum portfolio: $1 million

HAWAII

F. Dennis De Stefano, CFP, CPA
De Stefano Wealth Management
Kihei, Maui
808-879-0454
http://www.dwm.biz
Minimum portfolio: $400,000

Harry G. Kasanow, CFP
Kasanow & Associates: Wealth Management
Honolulu
808-988-1311
http://www.kasanowandassociates.com
Minimum portfolio: $1 million

ILLINOIS

Curt A. Anderson, CFP
First Busey Securities
Champaign
217-365-4870
canderson@busey.com
Minimum portfolio: $100,000

Mark E. Balasa, CFP, CPA
Balasa Dinverno & Foltz
Itasca
630-875-4903
http://www.bdfllc.com
Minimum portfolio: $1 million

Michael Kabarec, CFP, CPA/PFS
Kabarec Financial Advisors
Palatine
847-934-7777
http://www.kabarec.com
Minimum portfolio: $500,000

Michael E. Leonetti, CFP
Leonetti & Associates
Buffalo Grove
847-520-0999; 800-454-0999
http://www.leonettiassoc.com
Minimum portfolio: $200,000

Mary F. McGrath, CFP, CPA
Cozad Asset Management
Champaign
217-356-8363
http://www.cozadassetmgmt.com
Minimum portfolio: $250,000

Thomas A. Muldowney, CFP, ChFC, CLU
Savant Capital Management
Rockford
815-227-0300
http://www.savantcapital.com

Ronald J. Paprocki, JD, CFP
Mediqus Asset Advisors
Chicago
312-419-3733
http://www.mediqus.com
Minimum portfolio: $500,000

INDIANA

Elaine E. Bedel, MBA, CFP
Bedel Financial Consulting
Indianapolis
317-843-1358
http://www.bedelfinancial.com
Minimum portfolio: $500,000

Richard L. Bellmer, CFP, CLU
Deerfield Financial Advisors
Indianapolis
317-469-2455
http://www.deerfieldfa.com

Greg Galecki, CFP
Galecki Financial Management
Fort Wayne
260-436-8525
http://www.galecki.com
Minimum portfolio: $500,000

IOWA

Donald G. DeWaay, CFP
DeWaay Capital Management
West Des Moines
515-224-9861; 800-722-9861
http://www.theprofitzone.net
Minimum portfolio: $250,000

Jerry R. Foster, CFP
Foster Group
West Des Moines
515-226-9000; 800-798-1012
http://www.fostergrp.com
Minimum portfolio: $1 million

KANSAS

Peter Mallouk, JD, MBA, CFP
Creative Planning
Overland Park
913-338-2727
http://www.thinkingbeyond.com
Minimum portfolio: $250,000

Michael J. Searcy, CFP, ChFC, CLU
Searcy Financial Services
Overland Park
913-814-3800
http://www.searcyfinancial.com
Minimum portfolio: $1 million

Kathy Stepp, CFP, CPA/PFS
Stepp & Rothwell
Overland Park
913-345-4800
http://www.steppandrothwell.com

KENTUCKY

Gregory W. Kasten, MD, MBA, CFP
Unified Trust
Lexington
859-296-4407, ext. 202
http://www.unifiedtrust.com
Minimum portfolio: $50,000

LOUISIANA

John Hixson, CFP, ChFC
Financial Management Professionals
Lake Charles
337-433-4334
http://www.fmprofessionals.com
Minimum portfolio: $100,000

T. Craig Lewis III, CFP, CPA
Lewis Financial Group
Shreveport
318-797-0447
http://www.lewisfinancialgroup.com

MARYLAND

Jonathan S. Dinkins, CPA/PFS
Glass Jacobson Investment Advisors
Owings Mills
410-356-1000; 800-356-7666
http://www.glassjacobson.com
Minimum portfolio: $100,000

Peg Downey, CFP
Money Plans
Silver Spring
301-589-4250
http://www.moneyplans.com
Minimum portfolio: $300,000

Christopher P. Parr, MBA, CFP
Financial Advantage
Columbia
410-715-9200
http://www.financialadvantageinc.com
Minimum portfolio: $800,000

Edward A. Ramsey, MBA, CFP, CPA
Centerpiece Financial Planning
Greenbelt
301-220-1973
http://www.centerpiecefinancialplanning.com
Minimum portfolio: $50,000

MASSACHUSETTS

Linda B. Gadkowski, CFP
Beacon Financial Planning
Centerville
508-362-7039
http://www.beaconfinancialplanning.com

Susan C. Kaplan, MBA, CFP
Kaplan Financial Services
Newton
617-527-1557
kaplanfin@aol.com
Minimum portfolio: $1 million

Eric M. Kobren, MBA
Kobren Insight Management
Wellesley Hills
617-369-2200
http://www.kobreninsightmanagement.com
Minimum portfolio: $250,000

Thomas J. McFarland III, CFP
The Darrow Company
Concord
978-369-5144
http://www.darrowwealthmanagement.com
Minimum portfolio: $1 million

Pran N. Tiku, CFP, ChFC
Peak Financial Management
Waltham
781-487-9500
http://www.peak-financial.com
Minimum portfolio: $500,000

MICHIGAN

Marilyn M. Gunther, CFP
Center for Financial Planning
Southfield
248-948-7900
http://www.centerfinplan.com
Minimum portfolio: $500,000

Sherri Stephens
Stephens Wealth Mgt Group
Flint
810-732-7411
http://www.stephenswealthmgtgroup.com
Minimum portfolio: $500,000

MINNESOTA

Joel Greenwald, MD, CFP
Affiance Financial
Minnetonka
952-253-2578; 800-570-2941
http://www.affiancefinancial.com

Robert J. Klosterman, CFP, ChFC, CLU
White Oaks Wealth Advisors
Minneapolis
612-455-6900
http://www.whiteoakswealth.com
Minimum portfolio: $1 million

Ross Levin, CFP
Accredited Investors
Edina
952-841-2222
http://www.accreditedinvestors.com
Minimum portfolio: $1 million

Sharon Olson, CFP
Olson Weiss
Bloomington
952-835-1797
http://www.olsonweiss.com
Minimum portfolio: $500,000

Robert A. Steffen, CFP
Robert Steffen and Associates
Bloomington
952-884-7700
http://www.robertsteffen.com
Minimum portfolio: $300,000

Jerry B. Wade, CFP
Wade Financial Group
Minneapolis
763-797-9577
http://www.wadefinancialgroup.com
Minimum portfolio: $100,000

MISSISSIPPI

Tim C. Medley, CFP
Medley & Brown
Ridgeland
601-982-4123
http://www.medleybrown.com
Minimum portfolio: $500,000

MISSOURI

M. Eileen Dorsey, MBA, CFP
Money Consultants
St. Louis
314-963-9813
medorsey@swbell.net

Emmett F. Owenby III, MBA
Morgan Stanley
St. Louis
314-889-9812; 800-488-9880
emmett.owenby@morganstanley.com
Minimum portfolio: $250,000

MONTANA

Robert M. Frey, CFP, CLU
Professional Financial Management
Bozeman
406-587-1604
bob.pfm@bridgeband.com
Minimum portfolio: $100,000

NEBRASKA

J.A. Abels, CFP
Family Estate Planning
Papillion
402-331-1429
http://www.familyestateplanning.com

NEW HAMPSHIRE

Stephen A. Brophy, CFP, CPA/PFS, ChFC, CLU
Brophy Financial Advisory Group
Bedford
603-668-2303
http://www.brophyfinancialadvisory.com

Brian Grodman, MBA, CFP, ChFC, CLU
Grodman Financial Group
Manchester
603-647-9999
http://www.grodmanfinancial.com
Minimum portfolio: $250,000

NEW JERSEY

Steven W. Kaye, CFP, ChFC, CLU
American Economic Planning Group
Watchung
908-757-5600
http://www.aepg.com
Minimum portfolio: $750,000

Ram Kolluri, MBA, CFP
Global Investment Management
Princeton
609-452-2929
http://www.gimgt.com
Minimum portfolio: $500,000

Diahann W. Lassus, CFP, CPA/PFS
Lassus Wherley
New Providence
908-464-0102
http://www.lassuswherley.com

Thomas A. Orecchio, CFP, CFA, ChFC, CLU
Greenbaum and Orecchio
Old Tappan
201-768-4600
http://www.investmentcounsel.com
Minimum portfolio: $1 million

Harry Scheyer, CFP, CPA/PFS
Pinnacle Financial Advisors
Marlton
856-797-8082, ext. 223
http://www.pfacentral.com
Minimum portfolio: $1 million

David K. Sebastian, CFP
The Physicians Wealth Management Group
Parsippany
973-292-8729
http://www.physicianswealth.com
Minimum portfolio: $500,000

Eleanore K. Szymanski, CFP
EKS Associates
Princeton
609-921-1016
eksassoc@erols.com

Albert J. Zdenek Jr., MBA, CPA/PFS
Zdenek Financial Planning
Flemington
908-782-1600
http://www.zdenek.com
Minimum portfolio: $1 million

NEW MEXICO

Virginia M. K. Stanley, CFP, CPA/PFS
REDW Stanley Financial Advisors
Albuquerque
505-998-3216
http://www.redw.com
Minimum portfolio: $1 million

NEW YORK

Lewis J. Altfest, MBA, CFP, CFA, CPA/PFS
L.J. Altfest & Co.
New York
212-406-0850
http://www.altfest.com
Minimum portfolio: $500,000

Joel S. Isaacson, MBA, CFP, CPA/PFS
Joel Isaacson & Co.
New York
212-302-6300
http://www.joelisaacson.com
Minimum portfolio: $1 million

Raymond D. Mignone, CFP
Ray Mignone & Co.
Little Neck
718-229-2514
http://www.raymignone.com
Minimum portfolio: $500,000

Anthony J. Ogorek, CFP
Ogorek Wealth Management
Williamsville
716-626-5000
http://www.ogorek.com

Ronald W. Rogé, CFP
R.W. Rogé & Co.
Bohemia
631-218-0077
http://www.rwroge.com
Minimum portfolio: $1 million

Gary H. Schatsky, JD
The ObjectiveAdvice Group
New York
212-721-8713
Albany
518-438-6566
http://www.objectiveadvice.com

NORTH CAROLINA

Giles K. Almond, CFP, CPA/PFS
Matrix Wealth Advisors
Charlotte
800-493-3323
http://www.matrixwealth.com
Minimum portfolio: $500,000

Christopher C. Angelino
The Lake Norman Group at Citigroup Smith Barney
Cornelius
800-966-4581; 704-655-1130
chris.angelino@smithbarney.com
Minimum portfolio: $500,000

Wm. Barton "Bart" Boyer, CFP
Parsec Financial
Asheville
888-877-1012
http://www.parsecfinancial.com
Minimum portfolio: $125,000

Kenneth B. Frenke, CFP
Kenneth Frenke & Co.
Arden
828-654-9343
http://www.frenke.com

Frederick F. Kramer IV, JD
Wealth Advisor Group
Asheville
828-692-3023
http://www.wealthadvisorgroup.com
Minimum portfolio: $250,000

Peter H. Langer, CFP
Langer Wealth Management
Wilmington
910-256-6521
http://www.langerwealth.com
Minimum portfolio: $1 million

OHIO

Michael J. Chasnoff, CFP
Truepoint Capital
Cincinnati
513-792-6648
http://www.truepointcapital.com

William D. Heichel, JD, CFP
Pinnacle Wealth Planning Services
Mansfield
800-987-4767
billh@lpipinnacle.com
Minimum portfolio: $250,000

William A. Leuby, JD, CFP, CPA
Hamilton Capital Management
Columbus
614-273-1000
http://www.hamiltoncapital.com
Minimum portfolio: $500,000

Jason M. O'Dell
The O'Dell Group
Cincinnati
513-791-7525
http://www.odellgroup.net

Peggy Ruhlin, CFP, CPA/PFS
Budros, Ruhlin & Roe
Columbus
614-481-6900
http://www.b-r-r.com
Minimum portfolio: $500,000

Ted K. Saneholtz, CFP, CPA/PFS, ChFC
Summit Financial Strategies
Columbus
614-885-1115
http://www.summitfin.com
Minimum portfolio: $250,000

Eugene E. Welsh Jr., CPA/PFS
Professional Management
Strongsville
440-572-5522
http://www.professionalmanagementinc.com

OKLAHOMA

Doane F. Harrison, MBA, CPA/PFS
Harrison Financial Services
Norman
405-329-3110
http://www.harrisonfinancialservices.com
Minimum portfolio: $250,000

Jana L. Shoulders, CPA
Adams Hall Investment Management
Tulsa
918-665-2446
http://www.adamshall.com
Minimum portfolio: $100,000

OREGON

Marilyn R. Bergen, CFP
CMC Advisers
Portland
503-227-5284
http://www.cmcadvisers.com
Minimum portfolio: $1 million

Kathleen J. Kee, CFP
Pacific Investment Advisors
Portland
503-221-7535
http://www.pia-invest.com
Minimum portfolio: $750,000

Ron Kelemen, CFP
The H Group
Salem
503-371-3333; 800-285-6240
http://www.thehgroup-salem.com
Minimum portfolio: $500,000

PENNSYLVANIA

David A. Burd, CFP
TGS Financial Advisors
Media
610-892-9900
http://www.tgsfinancial.com
Minimum portfolio: $1 million

Ronald P. Dreese, CPA/PFS
Abundance Wealth Counselors
State College
814-272-2070
http://www.abundancellc.com
Minimum portfolio: $1 million

James D. Hohman, CFP
Allegheny Financial Group
Pittsburgh
412-367-3880
http://www.alleghenyfinancial.com
Minimum portfolio: $250,000

James J. Holtzman, CFP, CPA
Legend Financial Advisors
Pittsburgh
412-635-9210
http://www.legend-financial.com
Minimum portfolio: $1 million

John M. Sklencar
AIG Advisor Group/FSC Securities
Plymouth Meeting
800-527-6582
jsklencar@fscadvisor.com
Minimum portfolio: $1 million

RHODE ISLAND

Malcolm A. Makin, CFP
Professional Planning Group
Westerly
401-596-2800
http://www.profplan.com
Minimum portfolio: $100,000

SOUTH CAROLINA

Marsha G. LePhew, CFP, CPA/PFS, ChFC
LePhew Financial Services
Rock Hill
803-329-5125
marsha@lephew.com

Bill Prewitt, CFP
Charleston Financial Advisors
Charleston
843-722-3331
http://www.charlestonfinancial.net
Minimum portfolio: $250,000

James E. Wilson, CFP
J.E. Wilson Advisors
Columbia
803-799-9203
http://www.jewilson.com
Minimum portfolio: $1 million

TENNESSEE

Paul K. Fain III, CFP
Asset Planning Corp.
Knoxville
888-690-1231
http://www.assetplanningcorp.com
Minimum portfolio: $500,000

Martha Moore Hobson, CFP
Hobson Yoder Financial Group
Oak Ridge
865-481-0045
http://www.hobsonyoder.com
Minimum portfolio: $100,000

William B. Howard Jr., CFP, ChFC
William Howard & Co. Financial Advisors
Memphis
901-761-5068
http://www.whcfa.com
Minimum portfolio: $500,000

John W. Ueleke, MBA, CFP, ChFC, CLU
Legacy Wealth Management
Memphis
888-326-8554; 901-758-9006
http://www.legacywealth.com
Minimum portfolio: $500,000

TEXAS

Janet Briaud, CFP
Briaud Financial Planning
Bryan
979-260-9771
http://www.briaud.com
Minimum portfolio: $750,000

David H. Diesslin, MBA, CFP
Diesslin & Associates
Fort Worth
817-332-6122
http://www.diesslin.com

Steven P. Kanaly, CFP
Kanaly Trust Company
Houston
713-561-9350
http://www.kanaly.com
Minimum portfolio: $250,000

James R. Waters, MBA, CFP
PartnersInWealth
Houston
713-964-4028
http://www.partnersinwealth.com

UTAH

John Q. Bird, MBA, CFP, CFA
Albion Financial Group
Salt Lake City
801-487-3700
http://www.albionfinancial.com
Minimum portfolio: $1 million

Kent L. Wilson, CFP, CPA
Wilson Financial Advisors
Salt Lake City
801-355-5210
http://www.wilsonfeeonly.com
Minimum portfolio: $300,000

VIRGINIA

Michael Joyce, MBA, CFP, CFA
Michael Joyce & Associates
Richmond
804-358-2702
http://www.mjoyce.com
Minimum portfolio: $500,000

Glenn Kautt, MBA, CFP
The Monitor Group
McLean
703-288-0500
http://www.themonitorgroup.com
Minimum portfolio: $1 million

William R. Lloyd, CFP, ChFC
The Financial Internist
Vienna
703-394-7197
http://www.financialinternist.com

James E. Pearman Jr., CFP, CPA/PFS
Fee-Only Financial Planning
Roanoke
540-342-7102
http://www.feeonlyroanoke.com

Ronald L. West, CFP
West Financial Services
McLean
703-847-2500
http://www.westfinancial.com
Minimum portfolio: $1 million

WASHINGTON

Terrence E. Burns, JD, CFP
Wells Fargo Investments
Bellevue
425-450-8011
terryb@wellsfargo.com
Minimum portfolio: $500,000

Michael D. Joslin, CPA
Joslin Capital Advisors
Bellevue
425-688-0555; 877-688-0555
http://www.joslincapital.com
Minimum portfolio: $1 million

Richard Millar, MBA, CFP
Dempsey Financial Services
Olympia
360-352-9560
http://www.richardmillarcfp.com

Gregory T. Stapp, CFP, CPA/PFS
Stapp Financial Planning
Olympia
360-754-8895
http://www.stappfinancial.com
Minimum portfolio: $100,000

WEST VIRGINIA

Archibald R. "Rob" Hoxton IV, CFP
Hoxton Financial
Shepherdstown
304-876-2619
http://www.hoxtonfinancial.com
Minimum portfolio: $500,000

WISCONSIN

Todd D. Bramson, CFP, ChFC, CLU
Marathon Advisors
Madison
888-655-8092, ext. 218
todd.bramson@northstarfinancial.com

William R. Casey, CFP, ChFC, CLU
Access Investment Advisors
Manitowoc
920-683-9901
http://www.accessinvestmentadvisors.com
Minimum portfolio: $300,000

Paula H. Hogan, CFP, CFA
Hogan Financial Management
Milwaukee
414-352-9111
http://www.hoganfinancial.com

James E. Putnam, CFP
Wealth Management
Appleton
800-950-3525
http://www.wealthmgmt.com
Minimum portfolio: $1 million

WYOMING

Connie Brezik, CFP, CPA/PFS
Asset Strategies
Casper
307-266-4525
http://www.asset-strategies-inc.com
Minimum portfolio: $750,000