National Association of Personal Financial Advisors

Financial ServicesIllinois, United States11-50 Employees

The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.

Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike.

Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors.

At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics.

Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values.

Core Values:

Competency: Requiring the highest standards of proficiency in the industry.

Comprehensive: Practicing a holistic approach to financial planning.

Compensation: Using a Fee-Only model that facilitates objective advice.

Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first.

Complete Disclosure: Providing an explanation of fees and potential conflicts of interest.

Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.

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