The Advanced Search option may be used to reduce the number of advisors to choose
from in your area, or to identify NAPFA members from a greater distance if you have
a financial planning situation which requires a particular specialty. All NAPFA-Registered
Financial Advisors and Provisional Members have a broad-based advanced education
in financial planning and have proven a level of competency by submitting a comprehensive
financial plan for peer review.
All firms provide comprehensive financial planning services and advisors should
be comfortable with most general planning issues. Some areas of expertise, like
Charitable Giving – Trusts & Foundations are technical in nature, others
like Planning Issues for Business Owners describe a client focus for the firm.
If you have a particular concern, or want to filter results based on a selected
criteria, use the Advanced Search below. Your results will include advisors who
specialize in at least one of the areas of expertise selected.
