Proud NAPFA member

Why being part of NAPFA may be important to you?

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. NAPFA was formed in 1983 by a group of advisors who wanted to serve their clients without subjecting them to the conflicts of interest inherent in the traditional relationship based on transactional commissions. Now more than 2400 members strong, NAPFA members hold themselves to the highest standards in the advisory industry.  Each advisor must have the skills and experience to provide deep and wide guidance on the common financial planning decisions which clients typically face.  In addition, advisors must agree to abide by the Code of Ethics  and commit to a Fiduciary Oath and to renew these committments each year.  As a result, NAPFA advisors have a reputation of providing some of the highest quality, unbiased advice in the financial services industry.
Fee-Only advisors eliminate potential conflicts of interest by earning a consistent fee regardless of which investment path is followed.  Many consumers may be alarmed to learn that this is not the norm in the industry.  In fact, most advisors face an enormous difference in compensation based on the investment they choose.  And this difference in compensation can cause investors to be sold investments that are better for the advisor than for the client.
NAPFA members live by three important values:
  • To be the beacon for independent, objective financial advice for individuals and families
  • To be the champion of financial services delivered in the public interest
  • To be the standard bearer for the emerging profession of financial planning

Since 1983, NAPFA have provided consumers’ referrals to financial professional who meet their high standards for membership and who have demonstrated competency, in providing Fee-Only advice for providing client focused financial planning.

We welcome you to visit the NAPFA website to learn more about the National Association of Personal Financial Advisors mission and requirements for membership.

Contact Dena Minning CFA, CFP at (727) 360-4499 for a free consultation.

All fees and expenses will be fully disclosed prior to you investing a penny. Peace of mind and confidence in your investment advisors objectivity is a great foundation for any long term financial plan.