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    The 150 best financial advisers for doctors: Our exclusive list

    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.

    To whittle down our list of candidates, we gave preference to those who came recommended to us by your colleagues and those who limit the percentage of compensation they earn from commissions. Commissions, we feel, can predispose an adviser to steer you toward a financial product that may be better for him (in terms of income) than it is for you. That's certainly not always the case, of course, but the odds that you'll receive unbiased advice are greater if you use a "fee-only" planner, one who makes no money from commissions.

    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

    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


    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


    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


    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

    Emmett F. Owenby III, MBA
    Morgan Stanley
    St. Louis
    314-889-9812; 800-488-9880
    [email protected]
    Minimum portfolio: $250,000

    MONTANA

    Robert M. Frey, CFP, CLU
    Professional Financial Management
    Bozeman
    406-587-1604


    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

    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


    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


    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


    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

    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


    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

    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

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

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