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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

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.

  • Take Advantage of the NAPFA Annual Learning Pass!

    Join leading experts to: 

    o Stay on top of emerging issues 

    o Discover actionable business solutions 

    o Enhance professional development

    o Remain current in tax planning, practice management, and much
       more…

    Plus, receive 10% discount on NAPFA events!

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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 November webinar:  Working with the Media: How to Endear Yourself to (or Alienate) a Journalist

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  • NAPFA 2022 National Conferences

    NAPFA National Conferences are held each Spring and Fall throughout the U.S. There’s no better place to enhance your professional development and fine-tune your practice than at a NAPFA national conference!

    • Connect and collaborate with like-minded peers 
    • Learn from inspirational speakers with thought provoking content
    • Meet stakeholder partners with contemporary business solutions

    Start planning your 2022 NAPFA conference calendar now!

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