Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

Find a Certified Financial

Phil Putney, CPA/PFS, MST, CFF

AFS Wealth Management

22029 Farmington Road
Farmington Hills MI 48336

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Bob Palmer, CFF

NEXT Financial Group, INC

1965 Mountain Top Lane
Cookeville TN 38506

  • Phone: (931) 252-9153

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Ash Toumayants, CFF

Strong Tower Associates

901 University Dr Suite 100
State College PA 16801

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Renee Parris,CFF

Forecast Financial Group

110 Corcoran Stree
Durham NC 27701

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Edward Barone, CFF

Evergreen Wealth Solutions

1000 Commerce Park Dr
Williamsport PA 17701

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Dee Fix, CFF

Fix Tax & Accounting

4343 Von Karman Suite 250
Newport Beach CA 92660

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Scott Leonardi, CFF

Complete Solutions Inc.

65 North Dixie Drive Suite A
Vandalia Ohio 45377

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Theodore J. Thatcher Jr., CFF

Peace In Retirement, INC

10 Crater Lake Avenue Suite 9
Medford OR 97504

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Theodore J. Thatcher Jr., CFF

Peace In Retirement, INC

1445 Victor Avenue Suite B
Redding CA 96003

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Judy Lee, CFF

Penn Mutual

Redwood City CA 94065

  • Phone: 650-453-7033

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All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.