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Affiliations


NAPFA

THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)

is the largest association of fee-only planners in the United States. The organization is committed to a three-pronged approach to financial planning. It endorses comprehensive planning that must be updated and augmented as clients' needs and situations change. The organization requires the demonstration of competence from its members in the achievement of appropriate credentials, extensive industry experience, and the submission of an acceptable financial plan for review by their peers. NAPFA also requires a fee-only compensation structure where by no compensation is received from commissions or referral fees.


ACP

ALLIANCE OF COMPREHENSIVE PLANNERS

is an alliance of fee-only financial advisors providing service to clients throughout the United States. Each office is independently licensed, owned and operated. To be a member of this alliance, the advisors must have credentials and experience within the field of financial planning. This alliance allows members access to research and products which they may use to better serve clients, as well as offering a network of experienced professionals as a resource. All members must be free from commission and referral fee revenue, conform to a Canon of Ethics, and maintain industry credentials.

 

FPA

THE FINANCIAL PLANNING ASSOCIATION (FPA)

is a membership organization for the financial planning community. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. The FPA is dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a Certified Financial Planner.