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Why NAPFA?

For nearly 40 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.

Competent

NAPFA affiliated financial planners 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.

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.

NAPFA News & Insights

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New Volunteer Opportunities Available

Make a difference in the NAPFA community and the profession. Volunteer with NAPFA! View committee descriptions, details, and more for each opportunity.

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Become a NAPFA Member

Join our 4,400 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.

Access the 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.

Access the Toolkit

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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 more than 4,400 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success.

Become a Member

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much.

Feraud Calixte, J.D., CFP® — Vantage Pointe Planning

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much.

Feraud Calixte, J.D., CFP® — Vantage Pointe Planning

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

NAPFA Learning Center

Take Advantage of the NAPFA Annual Learning Pass!

Stay on top of emerging issues, discover actionable business solutions , and enhance professional development. Plus, receive 10% discount on NAPFA events!
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Register for an Upcoming Webinar

NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business.
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Attend the NAPFA Fall 2022 National Conference

Connect and collaborate with like-minded peers, learn from inspirational speakers with thought provoking content, and meet stakeholder partners with contemporary business solutions.
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