Pro-Bono Financial Assistance
The nation continues to navigate the Coronavirus (COVID-19) pandemic. All of us face unprecedented challenges that will require us to collaborate for the public good, including offering ways to support the millions of financially at-risk Americans who need financial planning and advice more than ever before.
As part of our COVID-19 community response efforts, members of the National Association of Personal Financial Advisors (NAPFA) are making themselves available to those in need. This effort is offered alongside the NY Times and offers people whose incomes are in jeopardy access to basic information about unemployment, tax waivers, lender moratoriums and other things that can help them stay afloat during this challenging time.
NAPFA members have long been champions for financial services delivered in the public’s interest. In alignment with that value, members are committed to supporting underserved persons by providing access to pro bono financial planning services. The NAPFA members listed below are all Certified Financial Planner™ professionals who practice under the Fee-only model and adhere to NAPFA’s Code of Ethics and Fiduciary Oath. These professionals are committed to ensuring that as many people as possible can access superior financial guidance when they need it most.
The list will be updated as more Fee-only financial planners commit to providing pro-bono assistance during this crisis. There is also a list of organizations that offer useful tools and resources for the public available here and tips on personal financial management during COVID-19 here.
AZ
Townsend Financial
Scottsdale, AZ
CA
WorthPointe
Newport Beach, CA
Specialty area(s): Financial Planning / Cash Flow / Retirement / Tax Planning / Job Transition / Loss of a loved one
Curtis Financial Planning, LLC
Oakland, CA
Specialty area(s): Women clientele / mostly single
Purposeful Strategic Partners
Alta Loma, CA
Specialty area(s): Business Owners dealing with impacts of the pandemic
The Family Firm
San Diego, CA
Specialty area(s): Cash flow / estate planning / tax planning
Garner Financial Management
Lafayette, CA
Speciality area(s): Financial Planning / small business owner issues
Appreciate Finance
Palo Alto, CA
West Coast Financial, LLC
Santa Barbara, CA
Specialty area(s): Financial planning
Centerpoint Financial Management LLC
Newport Beach, CA
Specialty area(s): Financial planning and taxes
Wealth-Source Financial
Oakland, CA
Specialty area(s): Cash Flow Analysis / Student Loan Planning / Financial Life Coaching
CO
Pulse Financial Planning
Denver, CO
Specialty area(s): Healthcare Professionals (Reducing financial stress)
DC
Illumint
Washington, DC
Specialty area(s): Millennial finance issues (such as student loans and housing)
FL
Campbell Financial Partners, LLC
Fort Myers, FL
Specialty area(s): Retirement planning; long-term focus
Harbor Crest Wealth Advisors
Ft. Lauderdale, FL
Specialty area(s): Financial Planning / Investment Management / Retirement Planning / Small Business Planning
M K Schiller Consulting
Sarasota, FL
Specialty area(s): Cash flow management
IL
Reason Financial Advisors LLC
Naperville, IL
Specialty area(s): Student loan repayment
MA
Aevitas Wealth Management, Inc.
Wellesley, MA
Specialty area(s): Financial Planning / Life Transition / Job Loss / Retirement Planning
Woodside Wealth Management
Framingham, MA
Holistic View Financial, LLC
Jamaica Plain, MA
Specialty area(s): Comprehensive Financial Planning
Wise Stewardship Financial Planning
Woburn, MA
Specialty area(s): Military - Active Duty / Reserves / and Guard
Access Financial Planning
Andover, MA
Specialty area(s): Income taxes / investment management / budgeting
Single Point Partners
Boston, MA
Specialty area(s): Financial Planning
MD
Bay Point Wealth
Annapolis, MD
Provision Financial Planning
Baltimore, MD
Specialty area(s): Accessing retirement funds
Altius Financial Advisors
Bethesda, MD
Specialty area(s): Retirement planning / cash flow / investments
MI
IAM Financial, LLC
East Lansing, MI
Specialty area(s): Portfolio rebalancing / budgeting basics
MN
Twin Cities Wealth Strategies, Inc.
Maple Grove, MN
Specialty area(s): Financial Planning / investments / budgeting
North East Asset Management
Minneapolis, MN
Specialty area(s): Downsizing (Been There) and Ways to Assist/Cope
NC
Daniel Tobias
Cornelius, NC
NJ
Buttfield & Associates
Red Bank, NJ
Specialty area(s): Cash Flow Management / Socially Responsible Investing
Stonegate Wealth Management LLC
Oakland, NJ
Specialty area(s): Retirement Planning / Investments / Life Transitions
Real Life Planning
Gladstone, NJ
Specialty area(s): Financial stress / job loss / loss/reduced business income / rent loss
Retire Smart Consulting
Princeton, NJ
Unique Financial Advisors
Holmdel, NJ
Specialty area(s): Taxes / Retirement
NY
Rockbridge Investment Management
Syracuse, NY
Specialty area(s): Financial Planning and Investments
Safe Harbour Planning
Bronxville, NY
Specialty area(s): General cash flow management
Rockbridge Investment Management
Syracuse, NY
Specialty area(s): Financial Planning and Investments
Heron Wealth
New York, NY
Specialty area(s): Early retirement distributions / COBRA
Eudaimonia Wealth
Buffalo, NY
Specialty area(s): Cash flow / budgeting / navigating tax implications of where to draw $ from first / retirement checkup
OH
Franklin University
Columbus, OH
PA
Broadhurst Financial Advisors, Inc.
Lansdale, PA
Specialty area(s): Financial planning / tax / insurance / investments
JR3 Virtuoso Solutions Inc
Bethlehem, PA
SC
Twenty Fifty Capital
Mount Pleasant, SC
Specialty area(s): Financial Planning
TN
Strada Wealth Management
West Lake Hills, TN
Specialty area(s): Job loss / Death of loved one / Suicide / Divorce
TX
Financial Cairn
San Marcos, TX
VA
Value Growth Institute
Arlington, VA
Specialty area(s): Business succession / cash flow / budget
Jason Howell Company
Vienna, VA
Specialty area(s): Debt Management / Investing
EVOadvisers
Midlothian, VA
Specialty area(s): Budgeting / cash flow
VT
Williams Financial, LLC
Bennington, VT
Specialty area(s): Investment Withdrawal Strategies
WA
Advitica Financial Planning
Olympia, WA
Specialty area(s): Retirement planning / investments / cash flow / charitable giving
Satori Financial, LLC
Seattle, WA
Specialty area (s): Taxes / Investments / Equity comp / Planning for singles / Learning about fed/state relief programs
WI
Fiscal Fitness, LLC
Verona, WI
Specialty area(s): Emergency funds / tax consequences
Cove Financial Planning
Whitefish Bay, WI
Specialty area(s): Young professionals / emergency savings / investment management / savings strategies / debt paydown