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    150 best financial advisers for doctors—Our exclusive list

    Tough times require smart financial minds. These pros can help.

    Finding an adviser is easy. Finding one who has a lot of experience working with physicians, and who understands their often-unique financial situations, takes time and effort.

    Not to worry. We've taken on the task for you, evaluating hundreds of candidates and compiling a list of the 150 best financial advisers for doctors. We started several months ago, with an open call asking you, our readers, for recommendations. Over the summer, we received many letters that sang the praises of individual financial advisers and the guidance they gave.

    We contacted those advisers and asked them to fill out questionnaires. We did the same with advisers recommended to us by other financial planners; those who appeared on our previous Best Advisers list (published in our Dec. 9, 2002 issue); and those who learned of our exclusive list and wanted to make us aware of their own qualifications. The questionnaire covered credentials, education, areas of expertise, total assets under management, percentage of physician clients, noteworthy professional achievements, and affiliations with medical organizations. We learned that some planners serve on hospital boards; others said they have doctors in the family.

    Because our initial screening left us with a large number of advisers with strong qualifications, we favored those advisers who had been recommended to us by physicians, and those who limit the amount of compensation they earn from commissions. We believe that the smaller the percentage of commission-based revenue, the greater your chances of receiving unbiased advice. In fact, many of the advisers who made our list are "fee only," meaning they earn no money from commissions.

    In a few cases, we received multiple nominations from the same firm. However, to allow us the greatest geographic reach possible, we made the difficult decision to limit the list to one adviser per firm, even though many of the firms have several partners who qualify.

    And, finally, we plugged each of the adviser's names into the NASD and SEC databases, to be sure they hadn't been found guilty of malfeasance. It's possible that in some instances, a state securities office may have a complaint against a planner; but, we didn't check down to that level.

    Nearly all of the advisers we chose have specialized financial planning credentials. Three credentials that you'll see often in our list are related to investing and comprehensive financial planning: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Financial Analyst (CFA). Two others Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU)indicate expertise in taxes and insurance, respectively. And a CPA/PFS is a hybrid of sorts: an accountant who specializes in personal financial planning, with the credential Personal Financial Specialist. The folks who have earned these designations have passed rigorous exams and, depending on the specific designation, may be required to take continuing education to maintain their credentials.

    Most advisers on our list will manage your portfolio if you'd like, but they may require you to invest a minimum amount of money with them. Some ask for as much as $1 million, although many are flexible and will take less if you're serious about investing. We made a conscious effort, however, to include advisers who have modest minimums or none at all. (We've indicated these amounts in the list that follows.) Regardless of the minimum amount, you should always ask what fees are involved to manage your account. Many advisers charge annual "retainers" of several thousand dollars for financial planning and investment management. These fees can total as much as $10,000 a year.

    Before you agree to invest, talk with the adviser, preferably in person. Check the adviser's Web site (most planners, even those in small firms, have one), as it may answer many of your questions beforehand and prompt you to ask others.

    If you need a detailed financial plan, most advisers on our list will handle that, too, or will consult with you as needed for an hourly or flat fee.

    150 best financial advisers, by state ALABAMACharles D. Haines Jr., MBA, CFP Charles D. Haines, LLC

    Birmingham

    205-871-3334

    www.charlesdhaines.com

    Minimum portfolio: $1 million

    Robert A. Studin, JD, CFP, CPA/PFS, ChFC, CLU First Financial Group/Lincoln Financial Advisors

    Birmingham

    205-803-3333


    ARIZONAJohn Bagley, MBA, CFP, CPA Strategic Wealth Advisors

    Scottsdale

    480-998-1798

    www.xpertadvice.com

    Minimum portfolio: $750,000

    Patricia F. Raskob, CFP Raskob Kambourian Financial Advisors

    Tucson

    520-690-1999

    www.rkfin.com

    ARKANSASFredrick E. Adkins III, MBA, CFP, ChFC, CLU The Arkansas Financial Group

    Little Rock

    501-376-9051

    www.arfinancial.com

    J. Ralph Broadwater, MD, CFP Physician Advisory Resources

    Little Rock

    501-247-4459

    www.physicianadvres.com

    CALIFORNIANorman M. Boone, MBA, CFP Boone Financial Advisors

    San Francisco

    415-788-1952

    www.booneadvisors.com

    James M. Casey

    Physicians' Asset Management

    Marina Del Rey

    310-821-3332; 800-852-3284

    www.physassetmgmt.com

    Minimum portfolio: $500,000

    Charles E. Foster II, MBA, CFP, CFA Blankinship & Foster

    Del Mar

    858-755-5166

    www.bfadvisers.com

    Minimum portfolio: $1 million

    Jeffrey D. Lancaster, CFP Bingham, Osborn & Scarborough

    San Francisco

    415-781-8535

    www.bosinvest.com

    Minimum portfolio: $1 million

    Jerry S. Mosher, CFP Mosher & Ellis Financial Planning

    Lafayette

    925-284-9470


    Minimum portfolio: $250,000

    Irwin S. Rothenberg, CPA/PFS Wealth Management Consultants

    Santa Rosa

    707-542-3600

    www.wealthmc.com

    Minimum portfolio: $500,000

    Spencer D. Sherman, MBA, CFP Abacus Wealth Partners

    Sebastopol

    707-829-6190

    www.abacuswealth.com

    Minimum portfolio: $1 million

    Paul Temby, MBA, CFP, CFA Dowling & Yahnke

    San Diego

    858-509-9500

    www.dyinc.com

    Minimum portfolio: $750,000

    Bob Wacker, CFP R.E. Wacker Associates

    San Luis Obispo

    805-541-1308

    www.rewacker.com

    Lewis M. Wallensky, CFP Lewis M. Wallensky & Associates

    Los Angeles

    310-557-2007


    COLORADOCraig Evans Carnick, CFP Carnick & Company

    Colorado Springs

    719-579-8000; 800-447-8181

    www.carnick.com

    Minimum portfolio: $250,000

    Dave Forbes, CFP, CFA Petra Financial Advisors

    Colorado Springs

    719-636-9000

    www.petrafinancial.com

    Lawrence E. Howes, MBA, CFP Sharkey, Howes & Javer

    Denver

    303-639-5100

    www.shwj.com

    CONNECTICUTJohn W. Eckel, MBA, CFP, CFA

    Pinnacle Investment Management

    Simsbury

    860-651-1716

    www.pinninvest.com

    Minimum portfolio: $250,000

    Bryan M. Place, CFP, ChFC, CLU Place Financial Advisors

    Farmington

    888-693-8390

    www.placefinancial.com

    Minimum portfolio: $250,000

    Alan P. Weiss, CFP, CPA/PFS Regent Retirement Planning

    Woodbridge

    203-387-7887

    www.regentretirement.com

    Minimum portfolio: $1 million

    DELAWAREJudith W. Lau, CFP LauOlmstead

    Wilmington

    302-792-5955


    Minimum portfolio: $1 million

    Michael J. Sicuranza, CFP Investment Management & Planning

    Greenville

    302-654-5449


    Minimum portfolio: $250,000

    FLORIDAMichael H. Davis, JD, CFP Resource Consulting Group

    Orlando

    407-422-0252

    www.resourceconsulting.com

    Minimum portfolio: $1 million

    Linda S. Lubitz, CFP The Lubitz Financial Group

    Miami

    305-670-4440

    www.lubitzfinancial.com

    Timothy J. McIntosh, MBA, CFP Strategic Investment Partners

    St. Petersburg

    727-898-7700

    www.strategic-partners.net

    Minimum portfolio: $100,000

    David J. Moran, CFP, ChFC, CLU Evensky, Brown & Katz

    Coral Gables

    305-448-8882

    www.evensky.com

    Minimum portfolio: $1 million

    Margery K. Schiller, CFP Goar, Endriss & Walker

    Sarasota

    941-366-6380

    www.gewcpa.com

    Marc Singer, MBA, CFP Singer Xenos Wealth Management

    Coral Gables

    305-443-0060; 888-289-0060

    www.singerxenos.com

    Minimum portfolio: $500,000

    Benjamin A. Tobias, CFP, CPA/PFS Tobias Financial Advisors

    Plantation

    954-424-1660

    www.tobiasfinancial.com

    Robert B. Wolfe, CFP Capital Planning Group

    Fort Lauderdale

    954-267-8569


    Minimum portfolio: $1 million

    GEORGIAWesley D. Bigler, MBA, CFP Financial Network Corp.

    Atlanta

    404-843-3100


    Minimum portfolio: $750,000

    William G. Hammond, CFP Hammond Investment Planning

    Smyrna

    770-226-5343


    Minimum portfolio: $500,000

    Elizabeth Jetton, CFP Financial Vision Advisors

    Atlanta

    770-444-9180

    www.financialvisionadv.com

    Robert W. "Buzz" Law, CFP Creative Financial Group

    Atlanta

    770-913-9704

    www.cfgltd.com

    David W. Polstra, CFP, CPA/PFS Polstra & Dardaman

    Norcross

    770-368-1700

    www.pdllc.com

    Minimum portfolio: $1 million

    HAWAIIF. Dennis De Stefano, CFP, CPA De Stefano Wealth Management

    Kihei, Maui

    808-879-0454

    www.dwm.biz

    Minimum portfolio: $250,000

    Harry G. Kasanow, CFP Kasanow & Associates: Wealth

    Management

    Honolulu

    808-988-1311

    www.kasanowandassociates.com

    Minimum portfolio: $1 million

    ILLINOIS Curt A. Anderson, CFP First Busey Securities

    Champaign

    217-365-4870


    Minimum portfolio: $50,000

    Joel M. Blau, CFP Mediqus Asset Advisors

    Chicago

    312-419-3733

    www.mediqus.com

    Minimum portfolio: $500,000

    Armond A. Dinverno, JD, CFP, CPA Balasa Dinverno & Foltz

    Itasca

    630-875-4900; 800-840-4740

    www.bdfllc.com

    Minimum portfolio: $750,000

    Michael P. Kabarec, CFP, CPA/PFS Kabarec Financial Advisors

    Palatine

    847-934-7777

    www.kabarec.com

    Minimum portfolio: $500,000

    Michael E. Leonetti, CFP Leonetti & Associates

    Buffalo Grove

    847-520-0999; 800-454-0999

    www.leonettiassoc.com

    Minimum portfolio: $200,000

    Mary F. McGrath, CFP, CPA

    Cozad Asset Management

    Champaign

    217-356-8363

    www.cozadassetmgmt.com

    Minimum portfolio: $250,000

    Thomas A. Muldowney, CFP, ChFC, CLU Savant Capital Management

    Rockford

    815-227-0300

    www.savantcapital.com

    Minimum portfolio: $250,000

    INDIANAElaine E. Bedel, MBA, CFP Bedel Financial Consulting

    Indianapolis

    317-843-1358

    www.bedelfinancial.com

    Minimum portfolio: $500,000

    Richard L. Bellmer, CFP, CLU Deerfield Financial Advisors

    Indianapolis

    317-469-2455

    www.deerfieldfa.com

    Jeff Roach Lincoln Financial Advisors

    Indianapolis

    317-819-4144


    Minimum portfolio: $250,000

    IOWAGerald R. Foster, CFP Foster Group

    West Des Moines

    515-226-9000; 800-798-1012

    www.fostergrp.com

    Minimum portfolio: $1 million

    Ronald F. Helle, CFP, CPA/PFS Honkamp Krueger & Co.

    Dubuque

    563-556-0123; 888-556-0123

    www.honkamp.com

    Wayne Van Heuvelen, JD, CFP Horizon Consulting & Investment

    Services

    Des Moines

    515-252-0796; 800-615-2917


    Minimum portfolio: $200,000

    KANSASPeter Mallouk, JD, MBA, CFP Creative Planning

    Overland Park

    913-338-2727

    www.thinkingbeyond.com

    Minimum portfolio: $250,000

    Michael J. Searcy, CFP, ChFC, CLU Searcy Financial Services

    Overland Park

    913-814-3800

    www.searcyfinancial.com

    Minimum portfolio: $1 million

    Kathy Stepp, CFP, CPA/PFS Stepp & Rothwell

    Overland Park

    913-345-4800

    www.steppandrothwell.com

    KENTUCKYScott Neal, MBA, CFP, CPA/PFS D. Scott Neal

    Lexington

    859-254-3036; 800-344-9098

    www.dsneal.com

    LOUISIANADiana M. DeCharles, MBA, CFP SunAmerica Securities

    Shreveport

    318-221-7526


    Minimum portfolio: $100,000

    John Hixson, CFP, ChFC Financial Management Professionals

    Lake Charles

    337-433-4334

    www.fmprofessionals.com

    Minimum portfolio: $100,000

    T. Craig Lewis III, CFP, CPA Lewis Financial Group

    Shreveport

    318-861-7200


    Robert J. Reed, CFP Personal Financial Advisors

    Covington

    985-898-0450


    Minimum portfolio: $50,000

    MAINEPatricia O'Sullivan, MBA Brown & Brown Financial

    Portland

    207-761-4664


    Minimum portfolio: $1 million

    MARYLANDFred Cornelius, CFP, CFA Burt Associates

    Rockville

    301-770-9880

    www.burtassociates.com

    Minimum portfolio: $500,000

    Peg Downey, CFP Money Plans

    Silver Spring

    301-589-4250


    Minimum portfolio: $300,000

    Trevor C. Lewis Jr., CFP PSA Financial Center & Affiliates

    Lutherville

    410-821-7766

    www.psafinancial.com

    Mary A. Malgoire, MBA, CFP The Family Firm

    Bethesda

    301-656-3999

    www.familyfirm.com

    Minimum portfolio: $1 million

    Christopher P. Parr, MBA, CFP Financial Advantage

    Columbia

    410-715-9200

    www.financialadvantageinc.com

    MASSACHUSETTSGayle H. Buff, MBA, CFP, CFA Buff Capital Management

    Newton Highlands

    617-641-2377

    www.buffcapital.com

    Minimum portfolio: $750,000

    Herbert K. Daroff, JD, CFP Baystate Financial Services

    Boston

    617-585-4502

    www.baystatefinancial.com

    Linda Gadkowski, CFP Beacon Financial Planning

    Boston

    508-362-7039

    www.beaconfinancialplanning.com

    Susan C. Kaplan, MBA, CFP Kaplan Financial Services

    Newton

    617-527-1557


    Minimum portfolio: $1 million

    Thomas J. McFarland, CFP

    The Darrow Company

    Concord

    978-369-5144

    www.thedarrowcompany.com

    Minimum portfolio: $500,000

    Pran N. Tiku, CFP, ChFC Peak Financial Management

    Wellesley

    781-239-0400

    www.peak-financial.com

    Minimum portfolio: $500,000

    MICHIGAN Marilyn M. Gunther, CFP Center for Financial Planning

    Southfield

    248-948-7900

    www.centerfinplan.com

    Minimum portfolio: $500,000

    Earl L. Romans, CPA Earl L. Romans & Co.

    Southfield

    248-353-4990

    www.earlromans.com

    Sherri Stephens Stephens & Winton

    Flint

    810-732-7411


    Minimum portfolio: $500,000

    MINNESOTA Todd D. Bramson, CFP, ChFC, CLU Marathon Advisors

    Minneapolis

    608-271-3669; 888-655-8092


    Joel S. Greenwald, MD, CFP Affiance Financial

    Minnetonka

    952-253-2578; 800-570-2941

    www.affiancefinancial.com

    Ross Levin, CFP Accredited Investors

    Edina

    952-841-2222

    www.accredited.com

    Minimum portfolio: $1 million

    Robert A. Steffen, CFP Robert Steffen & Associates

    Bloomington

    952-884-7700

    www.robertsteffen.com

    Minimum portfolio: $300,000

    MISSISSIPPITim C. Medley, CFP Medley & Brown

    Ridgeland

    601-982-4123

    www.medleybrown.com

    Minimum portfolio: $500,000

    MISSOURIM. Eileen Dorsey, MBA, CFP Money Consultants

    St. Louis

    314-963-9813


    Emmett F. Owenby III, MBA Wachovia Securities

    St. Louis

    314-317-3522; 888-546-6905


    Minimum portfolio: $500,000

    NEBRASKAJ.A. Abels, CFP

    Family Estate Planning

    Papillion

    402-331-1429

    www.familyestateplanning.com

    Gaylan C. Abood, CFA Cambridge Advisors

    Omaha

    402-697-1166

    www.cambridgeadvisors.net

    Minimum portfolio: $500,000

    NEVADASidney A. Blum, CFP, ChFC, CPA/PFS Leonetti & Associates

    Las Vegas

    800-454-0999

    www.leonettiassoc.com

    NEW HAMPSHIREStephen Albert Brophy, CFP, CPA/PFS, ChFC, CLU Brophy Financial Advisory Group

    Bedford

    603-668-2303


    Brian Grodman, MBA, CFP, ChFC, CLU Grodman Financial Group

    Manchester

    603-647-9999

    www.grodmanfinancial.com

    Minimum portfolio: $250,000

    NEW JERSEYSteven B. Enright Enright, Mollin, Cascio & Ramusevic

    Old Tappan

    201-666-5113

    www.emcradvisors.com

    Minimum portfolio: $1 million

    Karl H. Graf, CFP, CPA/PFS Graf Financial Advisors

    Wayne

    973-633-9199


    Minimum portfolio: $250,000

    Ram Kolluri, MBA, CFP GlobalValue Investors

    Princeton

    609-452-2929; 800-637-9955

    www.globalvalue.com

    Minimum portfolio: $500,000

    Thomas A. Orecchio, CFP, CFA, ChFC, CLU Greenbaum and Orecchio

    Old Tappan

    201-768-4600

    www.InvestmentCounsel.com

    Minimum portfolio: $1 million

    Harry Scheyer, CFP, CPA/PFS Pinnacle Financial Advisors

    Marlton

    856-797-8082

    www.pfacentral.com

    Minimum portfolio: $1 million

    David K. Sebastian, CFP The Physicians Wealth Management Group

    Parsippany

    973-292-8729

    www.physicianswealth.com

    Minimum portfolio: $250,000

    Eleanore K. Szymanski, CFP EKS Associates

    Princeton

    609-921-1016


    Albert J. Zdenek Jr., CPA/PFS Zdenek Financial Planning

    Flemington

    908-782-1600

    www.zdenek.com

    Minimum portfolio: $1 million

    NEW MEXICOIrvin F. Diamond, CFP, CPA/PFS REDW Stanley Financial Advisors

    Albuquerque

    505-998-3205


    NEW YORKLewis J. Altfest, MBA, CFP, CPA/PFS L.J. Altfest & Co.

    New York

    212-406-0850; 888-525-8337

    www.altfest.com

    Minimum portfolio: $500,000

    Joel S. Isaacson, MBA, CFP, CPA/PFS Joel Isaacson & Co.

    New York

    212-302-6300

    www.joelisaacson.com

    Minimum portfolio: $1 million

    Raymond D. Mignone, CFP Ray Mignone & Co.

    Little Neck

    718-229-2514

    www.raymignone.com

    Minimum portfolio: $500,000

    Anthony J. Ogorek, CFP Ogorek Wealth Management

    Williamsville

    716-626-5000

    www.ogorek.com

    Ronald W. Rogé, CFP R.W. Rogé & Co.

    Bohemia

    631-218-0077

    www.rwroge.com

    Minimum portfolio: $1 million

    Gary Schatsky, JD The ObjectiveAdvice Group

    New York

    212-721-8713

    Albany

    518-438-6566

    www.objectiveadvice.com

    NORTH CAROLINAGiles K. Almond, CFP, CPA/PFS Matrix Wealth Advisors

    Charlotte

    704-887-4292

    www.matrixwealth.com

    Minimum portfolio: $500,000

    William Barton Boyer, CFP Parsec Financial

    Asheville

    888-877-1012

    www.parsecfinancial.com

    Kenneth B. Frenke, CFP Kenneth Frenke & Co.

    Arden

    828-654-9343

    www.frenke.com

    Peter H. Langer, CFP Langer Wealth Management

    Wilmington

    910-256-6521

    www.langerwealth.com

    Minimum portfolio: $500,000

    OHIOMichael J. Chasnoff, CFP Truepoint Capital

    Cincinnati

    513-792-6648

    www.truepointcapital.com

    Jason M. O'Dell

    The O'Dell Group

    Cincinnati

    513-791-7525


    Peggy M. Ruhlin, CFP, CPA/PFS Budros Ruhlin & Roe

    Columbus

    614-481-6900

    www.b-r-r.com

    Minimum portfolio: $500,000

    Ted K. Saneholtz, CFP, CPA/PFS, ChFC Summit Financial Strategies

    Columbus

    614-885-1115

    www.summitfin.com

    Minimum portfolio: $300,000

    James D. Yurman James D. Yurman & Associates

    Akron

    216-573-3789; 800-289-2456

    www.physiciansfinancialadvisors.com

    OKLAHOMADoane F. Harrison, MBA, CPA/PFS Harrison Financial Services

    Norman

    405-329-3110

    www.harrisonfinancialservices.com

    Minimum portfolio: $250,000

    Jana L. Shoulders, CPA Adams Hall Investment Management

    Tulsa

    918-665-2446

    www.adamshall.com

    Minimum portfolio: $1 million

    Randy L. Thurman, MBA, CFP, CPA Retirement Investment Advisors

    Oklahoma City

    405-842-3443; 800-725-4530


    Minimum portfolio: $100,000

    OREGONMarilyn R. Bergen, CFP CMC Advisers

    Portland

    503-227-5284

    www.cmcadvisers.com

    Minimum portfolio: $1 million

    Ben Utley, CFP Ben Utley Financial Planning

    Eugene

    888-465-0899

    www.utleyfp.com

    PENNSYLVANIARoy T. Diliberto, CFP, ChFC RTD Financial Advisors

    Philadelphia

    215-557-3800

    www.rtdfinancial.com

    James D. Hohman, CFP Allegheny Financial Group

    Pittsburgh

    412-367-3880

    www.alleghenyfinancial.com

    Minimum portfolio: $250,000

    John Sklencar AIG Advisor Group/FSC Securities

    Plymouth Meeting

    610-940-1733; 800-527-6582


    Minimum portfolio: $250,000

    Louis P. Stanasolovich, CFP Legend Financial Advisors

    Pittsburgh

    412-635-9210

    www.legend-financial.com

    Minimum portfolio: $1 million

    RHODE ISLANDMalcolm A. Makin, CFP Professional Planning Group

    Westerly

    401-596-2800


    Minimum portfolio: $100,000

    SOUTH CAROLINAMarsha G. LePhew, CFP, CPA/PFS, ChFC LePhew Financial Services

    Rock Hill

    803-329-5125


    Minimum portfolio: $100,000

    William C. Prewitt, CFP William C. Prewitt

    Charleston

    843-722-3331


    Minimum portfolio: $200,000

    James E. Wilson, CFP J.E. Wilson Advisors

    Columbia

    803-799-9203

    www.jewilson.com

    TENNESSEELori A. Dodson, MBA, CFP, CPA/PFS Lori A. Dodson and Associates

    Nashville

    615-242-3808

    www.loridodson.com

    Paul K. Fain III, CFP Asset Planning Corp.

    Knoxville

    865-690-1231

    www.assetplanningcorp.com

    Minimum portfolio: $500,000

    Richard K. Hammel, CFP Hammel Financial Advisory Group

    Brentwood

    615-371-5222

    www.hammelfinancial.com

    Martha Moore Hobson, CFP Hobson Yoder Financial Group

    Oak Ridge

    865-481-0045

    www.hobsonyoder.com

    Minimum portfolio: $100,000

    TEXASJanet Briaud, CFP Briaud Financial Planning

    Bryan

    979-260-9771

    www.briaud.com

    Minimum portfolio: $500,000

    David H. Diesslin, MBA, CFP Diesslin & Associates

    Fort Worth

    817-332-6122

    www.diesslin.com

    Steven P. Kanaly, CFP Kanaly Trust Company

    Houston

    713-561-9350

    www.kanaly.com

    Minimum portfolio: $250,000

    Richard R. Lee Jr., MBA, CFP, CFA Lee Financial

    Dallas

    972-960-1001

    www.leefin.com

    Minimum portfolio: $1 million

    Bill Matthews, CFP Matthews Financial Services

    Dallas

    972-620-1822

    www.mattfin.com

    Minimum portfolio: $250,000

    John Henry McDonald, CFP, CLU, ChFC Austin Asset Management

    Austin

    512-453-6622

    www.austinassetmanagement.com

    Minimum portfolio: $250,000

    E.W. "Woody" Young, CFP Quest Capital Management

    Dallas

    214-691-4911

    www.questraymondjames.com

    Minimum portfolio: $1 million

    UTAHJohn Q. Bird, MBA, CFP, CFA Albion Financial Group

    Salt Lake City

    801-487-3700

    www.albionfinancial.com

    Minimum portfolio: $500,000

    Kent L. Wilson, CFP, CPA Wilson Financial Advisors

    Salt Lake City

    801-355-5210


    Minimum portfolio: $300,000

    VIRGINIAJoseph A. D'Orazio, JD, CFP, CPA Rembert, D'Orazio & Fox

    Falls Church

    703-821-6655

    www.rdfadvisors.com

    Michael Joyce, CFP, CFA Michael Joyce & Associates

    Richmond

    804-358-2702

    www.mjoyce.com

    Minimum portfolio: $500,000

    Glenn Kautt, CFP The Monitor Group

    McLean

    703-288-0500

    www.themonitorgroup.com

    Minimum portfolio: $1 million

    James E. Pearman Jr., CFP, CPA/PFS Fee-Only Financial Planning

    Roanoke

    540-342-7102

    www.feeonlyroanoke.com

    Ronald L. West, CFP West Financial Services

    McLean

    703-847-2500

    www.westfinancial.com

    Minimum portfolio: $1 million

    WASHINGTONTerrence E. Burns, JD, CFP Wells Fargo Investments

    Bellevue

    425-450-8011


    Minimum portfolio: $500,000

    Michael D. Joslin, CPA Arca Investment Management

    Bellevue

    425-688-0555; 877-688-0555

    www.arcainvest.com

    Gregory T. Stapp, CFP, CPA/PFS Stapp Financial Planning

    Olympia

    360-754-8895

    www.stappfinancial.com

    Minimum portfolio: $100,000

    WISCONSINWilliam R. Casey, CFP, CLU, ChFC

    Access Investment Advisors

    Manitowoc

    920-683-9901; 888-426-8426

    www.access-advisors.com

    Minimum portfolio: $500,000

    Brian H. Hensen, MBA, CFP North Star Resource Group

    Madison

    608-271-9100; 888-655-8094


    Paula H. Hogan, CFP, CFA Hogan Financial Management

    Milwaukee

    414-352-9111

    www.hoganfinancial.com

    Kurt G. Krumholz, CFP SVA Planners

    Madison

    608-826-2163

    www.sva.com

    Minimum portfolio: $150,000

    WYOMINGConnie Brezik, CPA/PFS Asset Strategies

    Casper

    307-266-4525

    www.asset-strategies-inc.com

    Minimum portfolio: $750,000

    Dennis Murray
    The author is a former news editor of Medical Economics.

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