Celebrating NAPFA's 40th Anniversary

The National Association of Personal Financial Advisors is celebrating 40 years of service to the profession in 2023!

This page will highlight many of the significant milestones NAPFA has had during its 40-year tenure.

Share Your Favorite NAPFA Memory

As part of our celebration, you are invited to submit a testimonial about your experience as a NAPFA member! Submit the form below to get started.

Submit a Testimonial

"I have been a NAPFA Member for nine years. Since joining, I have felt so welcomed by the NAPFA community and have made connections that have evolved to great friendships. My favorite part about NAPFA is the conferences because that is where I am able to meet other NAPFA advisors and form great connections. I make it a point to go to at least one NAPFA conference each year, and have been to over 10 conferences since becoming a NAPFA member. I wouldn't be where I am today without NAPFA!"

- Ben Jacobs

Partner & CFO

Elwood & Goetz Wealth Advisory Group

"It didn't take many conferences or interactions with NAPFA Advisors before I realized many of my fellow Advisors are as passionate about our work as I am!

Passion for our clients and improving their financial lives is the how and why I've built a fee-only firm. Thank you NAPFA, I couldn't have done it without your support and the peers I've met through NAPFA!"

- Jason Schmitt

Managing Partner

Jacobson & Schmitt Advisors, LLC