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Other advisors who do what Tenon Financial does

While we're not currently able to assist additional clients, we want to help make sure people looking for services like ours are able to find other advisors who provide something similar


The referral list below contains other advisors who:

- are "fee-only" (i.e. don't sell any products for commissions)

- focus on working with clients in or near retirement... the "distribution" stage of life

- incorporate tax planning into their services

- manage investments as part of their offering

- offer a flat annual fee (not tied to asset size) for their services

- can work with clients in most states



Firm name: Approach Financial Planning

Founder: Justin Pritchard, CFP®, MBA, PPC®, RMA®

Location: Montrose, CO

Website: https://www.approachfp.com/


Firm name: Avea Financial Planning 

Founder: Angie Furubotten-LaRosee, CFP®

Location: Richland, WA

Website: https://www.aveafp.com/


Firm name: Bobb Financial

Founder: Brad Bobb, CFP®

Location: Springfield, IL

Website: https://bobbfinancial.com/


Firm name: Coastal Financial Advisors

Founder: Dennis O'Brien

Location: Farmingdale, NJ

Website: https://coastalfa.com/


Firm name: Clear Retirement Advice

Founder: James Schwarz, CFP®, RICP®, MBA

Location: San Mateo, CA

Website: https://www.clearretirementadvice.com/


Firm name: Discovery Wealth Planning

Founder: Chris Urban, CFP,® RICP®

Location: McLean, VA

Website: https://www.discoverywp.com/


Firm name: Downshift Financial

Founders: Eddie Liang, CFP® and Travis Hughes, AAMS®, EA

Location: Boulder, CO

Website: https://www.downshiftfinancial.com


Firm name: Firstmetric

Founder: Scott Salaske

Location: Troy, MI

Website: https://www.firstmetric.com/


Firm name: Forthright Finances

Founder: Scott Newhouse, CFP®

Location: Scottsdale, AZ

Website: https://forthrightfinances.com/


Firm name: Freedom Found Financial

Founder: Steve Kampschmidt, CFP®

Location: Boonton, NJ

Website: https://freedomfoundfinancial.com/


Firm name: Imagine Financial Security

Founder: Kevin Lao, CFP®

Location: Jacksonville, FL

Website: https://imaginefinancialsecurity.com/


Firm name: J.A. Lawrence Wealth Management

Founder: John Lawrence

Location: Avondale Estates, GA

Website: https://jalawrence.net/


Firm name: Jersey Shore Financial Advisors

Founder: Thomas Duffy, CFP®

Location: Tinton Falls, NJ

Website: https://www.myfamilyfiduciary.com/


Firm name: Manuka Financial

Founder: Mike Powers, CPA, PFS, CFP®

Location: Richmond, VA

Website: https://manukafinancial.com/


Firm name: Noble Hill Planning

Founder: Matthew Jenkins, CFA, CFP®

Location: Richmond, VA

Website: https://noblehillplanning.com/


Firm Name: Optimum Retirement Planning

Founder: Larry Pershing, CFP®, RMA®

Location: Chicago, IL

Website: https://www.optimumretirementplanning.com/


Firm name: Retirement Portfolio Partners

Founder: Erik Barnes, CFP®

Location: Naperville, IL

Website: https://www.retirementportfoliopartners.com/


Firm name: Retirement Wealth Guidance

Founder: Jose V Sanchez, CFP®

Location: Albuquerque, NM

Website: https://josevsanchez.com/


Firm name: Safebridge

Founder: Jack Zarinsky, CFP®

Location: Fairfax, VA

Website: https://mysafebridge.com/


Firm name: Southshore Financial Planning

Founder: Chris Shoup, CFP®

Location: Apollo Beach, FL

Website: https://southshorefp.com/


Firm name: Staib Financial Planning

Founder: Paul Staib, CFP®, MBA, RICP®

Location: Highlands Ranch, CO

Website: https://www.staibfinancialplanning.com/


Firm name: SwitchPoint Financial Planning

Founder: James Sweeney, CFA, CFP®, MBA

Location: Lehi, UT

Website: https://switchpointfinancial.com/


Firm name: Truly Prosper Financial Planning

Founder: Brian Tegtmeyer, CFP®

Location: Dublin, OH

Website: https://trulyprosperfp.com


DISCLAIMER: Neither Andy Panko nor Tenon Financial LLC have formally vetted any of the above advisors or their services. Furthermore, inclusion on this referral list is not a recommendation or endorsement of the advisor or an attestation of the quality of his or her services, skills, knowledge, abilities, etc. This referral list is simply other advisors we're aware of who do things similar to how we do them, and charge similar to how we charge (i.e. ongoing retirement-focused financial/tax planning and investment management, for a flat annual fee).

Your use of this list and choice to proceed with any of the advisors on it is solely at your discretion. Neither Andy Panko nor Tenon Financial LLC shall be responsible for the outcomes of any interactions or engagements you may have with any of the advisors on this list.

Neither Andy Panko nor Tenon Financial LLC receive any form of compensation for including advisors on this list. Additionally, neither Andy Panko nor Tenon Financial LLC receive any form of compensation from any advisors on this list who ultimately obtain clients through inclusion on this list.