How to Find an Advisor

Financial planners are professionals who help individuals and corporations meet their long-term financial objectives.

NAPFA-Registered Financial Advisors differentiate themselves by meeting the highest fiduciary and competency standards in the financial planning profession. They are financial advisors who are highly competent and have met high certification standards, offer holistic service and operate on an objective, Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.

When selecting any financial advisor, follow these five simple steps:

Find an Advisor

Find the perfect advisor to help plan your financial future.