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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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NAPFA Conversation Circles

These one-hour discussions are a great opportunity to:

· Collaborate with colleagues 

· Explore timely topics and trends 

· Discover new perspectives and business solutions 

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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, 2021

The Westin Boston Seaport District

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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.

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.

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!

    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 Playbook webinars and podcasts each month featuring subject matter experts and the who’s who of financial planning professionals sharing actionable takeaways on:

    • Practice Management Strategies
    • Step-by-Step Business Tech Solutions
    • Enhancing Client Relationships

    Don't miss the October webinar:  Working with the Media: How to Endear Yourself to (or Alienate) a Journalist

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  • NAPFA Fall 2021 National Conference

    Join the NAPFA community for this in-person conference experience!

    October 13 – 16, 2021

    The Westin Boston Seaport District

    Can't make it to Boston? Check out the Virtual Experience October 26 - 28! 

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Educational Opportunities