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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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2021 Congressional Advocacy Day

NAPFA, along with The Certified Financial Planner Board of Standards (CFP® Board) and the Financial Planning Association (FPA), partner organizations in the Financial Planning Coalition, are sponsoring a Coalition “Congressional Advocacy Day” scheduled for September 29, 2021.

Registration Closes July 1!

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NAPFA Partner Solutions Webinars

Evaluate new products and services and earn CEs in NAPFA Partner Solutions webinars. 

Sponsored by NAPFA partner organizations, this free webinar series presents unique perspectives and business solutions to the diverse challenges facing fee-only financial planning professionals.

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Fall 2021 National Conference

October 13 – 16, 

The Westin Boston Seaport District

Registration Opens July 13

Welcome back to in-person conferences!

Engage and reconnect with peers 

Educate yourself on contemporary topics

Elevate your business success

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Learn

Join peers and make the most of your educational opportunities with NAPFA’s webinars. These presentations include Q & A with subject matter experts on how to grow your business and are a convenient way to fulfill continuing education requirements.

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Connect

Community is a large part of the NAPFA experience. There is power in collaborating and co-creating with peers to discover new perspectives, learn new skills and plot effective solutions to help their clients thrive and businesses grow. These are the ties that bind the NAPFA community.

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Lead

Becoming a NAPFA volunteer is simple, rewarding and there are many opportunities that may fit your interests. 

Expand your professional network, work with diverse people and viewpoints and showcase your expertise.

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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.

“NAPFA is the best community for independent, fiduciary financial advisors who believe that charging commissions to clients presents a conflict of interest. Whether it’s a study group meeting, a conference or other opportunities, within about 8 seconds you’ll know that you’re among your people.” 

Jean Sinclair, MBA, MSBA, CFP®   — Avenue Advisors

When I was contemplating leaving my public accounting job, I talked with a NAPFA advisor. After that conversation, I decided to pursue the CFP coursework and NAPFA has been near and dear to my heart ever since. I've been working as an advisor for over 7 years and as a firm owner for over 5.  As a new member of the NAPFA Board, I'm looking forward to giving back to the organization and community.  

Anjali Jariwala, CPA, CFP®  — Founder FIT Advisors

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

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

Educational Opportunities

  • Take Advantage of the NAPFA Annual Learning Pass!

    Learn from leading experts to stay on top of emerging issues, discover solutions and stay current in tax planning, practice management and much more…

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  • NAPFA Playbook Series

    Attend the July webinar to learn reasons and implications of why wealth transferred to future generations has both tangible and intangible dimensions. 

    Conversations That Matter: The Value of Educating Clients about Non-binding Letters of Wishes and Ethical Wills

    Thursday, July 15, 2021, 4:00 PM ET (3:00 PM CT, 1:00 PM PT)

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  • NAPFA Fall 2021 National Conference

    Registration Opens July 13!

    October 13 – 16, 2021

    The Westin Boston Seaport District

     

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Educational Opportunities