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Why NAPFA?

For over 36 years NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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Comprehensive

Comprehensive financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future.

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Competent

NAPFA Personal Financial Advisors differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

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Client Centered

 Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

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NAPFA News & Insights

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Save the Date for the Fall 2022 National Conference

The NAPFA Fall 2022 National Conference will take place October 20-22, 2022 at the Hyatt Regency Denver at Colorado Convention Center in Denver, CO.

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Become a NAPFA Member

Join our 3,800 members today by becoming a member and learning more about what makes NAPFA such an asset to your practice and professional career!

Become a Member
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New Educational Partnership Available to Members

NAPFA members may receive a 20% discount to Herbers & Company Academy. This exclusive partnership will advance business management and client communication skills via virtual trainings and tools each month with Herbers & Company Academy.

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Attend a Conversation Circle

 NAPFA Conversation Circles are facilitated by a NAPFA member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

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Download the DEI Toolkit

Since the DEI Initiative was launched in 2018, NAPFA has worked to strengthen relationships between financial planning professionals and the diverse populations they serve. 

Use the DEI Toolkit to help you start the DEI dialogue and strengthen your firm’s DEI strategies. 


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Become a Master Marketer

NAPFA's Marketing Playbook Trilogy helps build your marketing acumen. Each Master Class features a series of virtual sessions that take you from theory to practice. This content is free for NAPFA members.

Sign up for a Master Class

We are proud of the community we have created. Hear from voices within our community!

With over 4,000 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success.

Listen to NAPFA Chair, Karla McAvoy share why NAPFA has been important to her career development and business success.  

Karla McAvoy, CFP®  — HC Financial Advisors, Inc.

I can point to so many examples of how NAPFA has advanced my career. I met the coach who helped me gain the courage to start my firm at a NAPFA women’s event. I signed one of my first clients by collaborating with a NAPFA member, who I had never met before. I am simply a more confident advisor because I know that when I’ve reached the limits of what I can do on my own, there is someone within NAPFA who will enthusiastically offer me what I need to help my clients or my practice succeed 

Danielle Seurkamp, MS, MPAS®, FBS®, CFP®  — Well Spent

 NAPFA has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

Clarissa R. Hobson, CFP®  — Transform Wealth
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NAPFA Education

Educational Opportunities

  • Take Advantage of the NAPFA Annual Learning Pass!

    Join leading experts to: 

    o Stay on top of emerging issues 

    o Discover actionable business solutions 

    o Enhance professional development

    o Remain current in tax planning, practice management, and much
       more…

    Plus, receive 10% discount on NAPFA events!

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  • Virtual Learning

    NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business.

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  • NAPFA 2022 National Conferences

    NAPFA National Conferences are held each Spring and Fall throughout the U.S. There’s no better place to enhance your professional development and fine-tune your practice than at a NAPFA national conference!

    • Connect and collaborate with like-minded peers 
    • Learn from inspirational speakers with thought provoking content
    • Meet stakeholder partners with contemporary business solutions

    Start planning your 2022 NAPFA conference calendar now!

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Educational Opportunities