At Bergland Wealth Management we are big believers in education. The books referenced below are not required reading. However, please feel free to browse for any books that may interest you.
By Danile C. Goldie, CFA, CFP and Gordan Murray
Publisher: Hachette Book Group
Publication date: January 2011
Comments: Gordan Murray, a Wall Street veteran turned Dimensional Financial Advisor consultant, had six months to live. This book was written to open the eyes to many investors and change the way they think about investing.
The New Retirementality: Planning Your Life & Living Your Dreams…at Any Age You Want
By Mitch Anthony
Publisher: Dearborn Trade Publishing
Publication date: April 2001
Comments: Excellent book on recent trends toward the “traditional” retirement mentality
Winning the Loser’s Game
By Charles D. Ellis
Publisher: McGraw-Hill; 4th edition
Publication date: March 2002
Comments: Small, excellent book on investing
Asset Allocation: Balancing Financial Risk
By Roger C. Gibson
Publisher: Irwin Professional Pub
Publication date: April 1996
Comments: Excellent book on asset allocation
A Random Walk Down Wall Street
By Burton Malkiel
Publisher: W. W. Norton & Company
Publication date: June 2000
Sudden Money: Managing an Unexpected Windfall
By Susan Bradley, CFP and Mary Martin
Publisher: John Wiley & Sons
Publication date: April 7, 2000
Comments: An excellent read for person’s receiving sums of money unexpected
Seven Stages Of Money Maturity: Understanding the Spirit and Value of Money in Your Life
By George Kinder
Publisher: Delacorte Pr
Publication date: May 11, 1999
The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
By William J. Bernstein
Publisher: McGraw-Hill Professional Publishing
Publication date: September 22, 2000
The Four Pillars of Investing: Lessons for Building a Winning Portfolio
By William J. Bernstein
Publisher: McGraw Hill
Publication date: April 26, 2002
By Peter Bernstein
Publisher: Free Press
Publication date: May 1993
The 7 Habits of Highly Effective People
By Stephen R. Covey
Publisher: Free Press; 15th Anv Edition
Publication Date: November 2004
The Only Guide to a Winning Investment Strategy You’ll Ever Need: Index Mutual Funds and Beyond – The Way Smart Money Invests Itself
By Larry E. Swedroe
Publisher: E.P. Dutton
Publication date: May 1998
Index Mutual Funds: Profiting from an Investment Revolution
By W. Scott Simon
Publisher: Namborn Publishing
Publication date: April 1998
The Prudent Investor Act: A Guide to Understanding
By W. Scott Simon
Restatement of the Law, 3rd, Trusts: Prudent Investors Rule
By The American Law Institute
Publisher: American Law Institute Publishers
Publication date: 1992
To order a copy call 800-253-6397
NAPFA - National Association of Personal Financial Advisors
Member since 2002; Non-profit organization that promotes Fee-Only financial planning.
Dimensional Fund Advisors
Information about the evolution of modern finance, trading strategies, mutual fund symbols, and net asset values.
Focus on Fiduciary.com
Learn more about fiduciary standards
CFP Board of Standards
Check the status of a CFP Licensee.
Securities Exchange Commission
Research Brokers and Investment Advisors
An Introduction to Investment Theory
Information about the foundations of investment decision-making.
Better Business Bureau
Member since 2004.
Nevada Fee-Only CERTIFIED FINANCIAL PLANNER ™ - CFP ® Certificant, Investment & Financial Advisor - Las Vegas, Henderson, Nevada
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.
Investment Plan is an online investment review, investment plan design, and investment advice service where we create a custom mutual fund and ETF investment portfolios for a flat fee.
Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner in Austin, TX
Vannoy Advisory Group located in Austin and is a Fee-Only retirement and wealth management firm that specializes in comprehensive fee-only financial planning with an emphasis on retirement planning.
An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey...
William B. Kelly (“Bill”), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
Beaverton Oregon Fee Only Financial Advisor...
Portland Financial Advisors, Inc. is a full service tax and financial planning firm located near Portland, Oregon....
Fee Only CFP Financial Advisor in Hawaii...
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. ...
Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona...
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement....
Fee Only CFP Financial Advisor in Wayzata, Minnesota...
Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments....
Fee Only Financial Planning - Roman Financial Advisors in San Diego CA...
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling....
Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida...
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner....
Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA...
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals....
Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) ...
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent in New Berlin, IL....
Fee-Only CFP Independent Financial Advisor in Chicago...
Long & Associates is a Fee-Only™ financial planning firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Chicago, IL...
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Columbus, OH....
Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.
Fee-Only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee-Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CPF, financial advisor.
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing personalized financial planning in Salt Lake City, Utah.
Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals.
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing personalized financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc...
Fee-Only Financial Planner in Boston and Cambridge, MA...
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts....
Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan ...
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime....
Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor...
Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)....
Independent Wealth Management LLC - Fee-Only Certified Financial Planners...
We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan....
Joseph Capital Management, LLC - Florida Fee-Only Financial Planner...
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals....
Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey...
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ....
Minerva Planning Group - Fee Only Financial Planner in Atlanta...
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees....
NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios...
The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth....
Portland Fee-Only Financial Planning and Investment Management ...
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon....
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI...
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds)....
Sanders Financial Management...
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services....
Fee-Only NAPFA Registered Advisor serving Newport News, Williamsburg, and Hampton Roads, VA
Katherine L. Brown offers fiduciary independent financial advice in investment management and financial planning. Katherine has over 10 years experience and graduated from programs at Stanford University and UCLA...
Timberchase Financial, LLC...
Personalized Financial Planning & Investment Management...
Yardley Wealth Management, LLC...
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania....
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama areas, has a team of Certified Financial Planner™ professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
BAM offers financial planning and investment advisory services to individuals, families, trusts, charitable organizations, and small businesses.
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Fisher Financial Strategies is a Registered Investment Advisor firm offering advice on tax, investment, retirement, and college planning, as well as other aspects of personal financial planning. Site features The FFS Blog, a financial planning web log.
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering personalized financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide.
Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They specialize in helping clients of all ages reach their financial goals on a fee-only basis (no commissions). Their clients are nationwide.
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering personalized financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
Michael Pace, CFP ® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.
Mentor Capital Management, Inc. provides personalized financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
RFA is an independent, fee-only financial advisory firm that works with individuals and families on their financial planning and investment management needs.
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
Paul R. Pignone, CFP, AIF, is a Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with office located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience...
Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP®, and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.
Ferro Financial, LLC is a fee-only personalized financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER™, providing independent, comprehensive advice, and investment advisory services.
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota...
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides personalized financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. Please explore our website at www.poseycapital.com.
Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards.
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning, and investment management. We provide services to individuals, couples, their families and their businesses.
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.
Ogorek Wealth Management LLC is a fee-only comprehensive wealth management firm offering retirement planning, investment management, and financial planning to clients in Buffalo, Western New York and nationwide.
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. http://www.alphafa.com
The Wealth Conservatory - Fee-only, Independent, NAPFA Registered, Certified Financial Planner™, (CFP ®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanaon, NH
Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory's team of CERTIFIED FINANCIAL PLANNER™ (CFP ®) professionals provides integrated financial soutliolns to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.
Lazarus Financial Planning provides personalized financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
Charlottesville financial planning firm, Marotta Wealth Management, Inc., offers fee-only financial planning services. Follow the Marotta Advisors as they blog about asset allocation, tax planning, and freedom investing.
Krisan's BackOffice, Inc. provides full-service PortfolioCenter support, tailored to each advisor's needs. Krisan Marotta blogs on PortfolioCenter issues and sponsors a PortfolioCenter forum for advisors to share ideas about effectively using Schwab Performance Technology's PortfolioCenter software.
Kevin Nulton, as President of Titanium Advisors and both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides a unique blend of expertise to address the various financial planning issues faced by our clients.
Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER™ Professionals in Birmingham, Hoover, Vestavia, AL.
Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNER™ , Registered Life Planner, has over 30 years financial experience. We offer fee-only investment management and hourly financial, estate, and retirement planning services with a specialty in women's finances.
Investment advisor Craig Larsen, CFP ®, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville, and Elgin.
AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.
Craig Ritter, CERTIFIED FINANCIAL PLANNER™, of Continumm Wealth Management, provides investment management, retirement planning and financial planning services for clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.
Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.
Lifetime Wealth Planning and Management, LLC offers personalized financial planning services and specializes in retirement planning, income generation, and working with women in transition.
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).
Beaverton, Oregon Fee-Only Registered Investment Advisor specializing in construction of fixed income portfolios for retirees and pre-retirees who want to generate income, while reducing taxes and market volatility.
Independent, research-based, fee-only investment management and personalized financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activitities. JIC is employee owned with more than 25 years' experience and works with individuals, institutions, and retirement plans.
McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals.
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement plannin and investment management services in Portland, Oregon and Santa Cruz, California.
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
DISCLAIMER: Links to other sites are provided for your convenience. Bergland Wealth Management, Inc does not endorse, verify, or attest to the accuracy of the content of the web sites that are linked and accepts no responsibility for their use or content.