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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 picture as 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-Registered 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 – for their clients.

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NAPFA News & Insights

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NAPFA DEI Initiative

NAPFA is dedicated to helping organizations find new ways to implement robust Diversity, Equity and Inclusion ideas and tactics in their workplace. Read the NAPFA DEI Guidebook to help you usher in your DEI initiatives.

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2021 Award Nominations are Open

The achievements and contributions of NAPFA members and supporting professionals help deliver resources and programs that support NAPFA’s mission. Recognize fellow professionals for their impact on the association and the financial planning profession. Nominate them for a 2021 NAPFA Award by March 31, 2021.

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Watch the 2021 Award Winners!
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Spring 2021 National Conference

April 26 On-demand Sessions 

May 5 -7 Live Sessions 

Learn from industry experts speaking on timely topics in live and on-demand sessions

Collaborate with colleagues in Conversation Circles and Community Meetings

Grow your business with solution-based strategies in an age of disruption

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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

  • NAPFA Webinar in February

    Annual Compliance Review

    Annual review of compliance policies and procedures including regulatory expectations and how to formulate internal controls and strategies to minimize risk. 

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  • NAPFA Playbook Series

    Join your professional peers for new webinars each month featuring subject matter experts and financial planning professionals sharing actionable takeaways on helping clients and grow your business.

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  • NAPFA Spring 2021 National Conference

    Registration is Open!

    April 26 On-demand Sessions

    May 5-7 Live Sessions

     

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Educational Opportunities