Financial Planning & Information Services

For over 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors. Our organization advocates for high professional and ethical standards, ensuring that our members are committed to maintaining the highest level of competency with a client-centered focus. This means aligning solely with their client's interests, providing comprehensive financial planning services that focus on the entire financial plan, from starting out to retirement.

Comprehensive Financial Planning

Our affiliated financial planners offer comprehensive financial planning services, focusing on your entire financial plan. They help you outline the path to achieving your financial goals, building a holistic plan that is centered on your needs, goals, and future. With a strict Fee-Only, fiduciary approach, you can trust that your planner's interests are aligned with yours.

Competent and Client-Centered

NAPFA-affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. They are committed to navigating complex financial issues, regardless of client circumstances and objectives. Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer, first, with a focus on being professional, ethical, and personal.

Staying Informed and Connected

Stay up-to-date with the latest news and insights from NAPFA through our various events and programs. From Region Symposiums to the NAPFA Playbook Series, we offer opportunities for continuing education, networking, and professional development. Join us to gain valuable insights and connect with peers in the field.