Insights

Targeted Retirement Solutions NCFA specializes in comprehensive retirement planning and workplace savings programs such as 401(k), 403(b), and 457 plans, indicating opportunities to offer advanced asset management, payroll integration, or plan optimization services to enhance client retirement outcomes.

Small Client Base With a lean team of 2-10 employees, NCFA appears to prioritize personalized services, suggesting potential for tailored financial technology solutions, white-label platforms, or client management tools to support their growth and client engagement efforts.

Technology Adoption Utilizing tools like Microsoft 365, Google Fonts API, and Video.js, NCFA shows openness to digital engagement, indicating opportunities to introduce advanced fintech integrations, client portals, or virtual advisory solutions to improve service delivery.

Growth Potential Revenue estimates between 10 million and 25 million demonstrate a solid financial foundation, making NCFA a viable prospect for expansion capital, partnership opportunities, or technology upgrades aimed at scaling their wealth management and financial planning services.

Market Positioning Operating within a competitive landscape alongside firms like Personal Capital, Acorns, and Betterment, NCFA can benefit from innovative marketing strategies, strategic alliances, or niche service offerings to strengthen its client acquisition and retention in the financial advisory space.

Similar companies to NCFA, Inc.

NCFA, Inc. Tech Stack

NCFA, Inc. uses 8 technology products and services including Cookie Notice, Microsoft 365, Google Fonts API, and more. Explore NCFA, Inc.'s tech stack below.

  • Cookie Notice
    Cookie Compliance
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Video.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Piwik
    System Analytics & Monitoring

Media & News

NCFA, Inc.'s Email Address Formats

NCFA, Inc. uses at least 1 format(s):
NCFA, Inc. Email FormatsExamplePercentage
First@ncfainc.orgJohn@ncfainc.org
82%
First.Last@ncfainc.orgJohn.Doe@ncfainc.org
18%

Frequently Asked Questions

Where is NCFA, Inc.'s headquarters located?

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NCFA, Inc.'s main headquarters is located at 3344 Peachtree Road Northeast Atlanta, Georgia 30326 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is NCFA, Inc.'s phone number?

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You can contact NCFA, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NCFA, Inc.'s official website and social media links?

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NCFA, Inc.'s official website is ncfainc.org and has social profiles on LinkedIn.

What is NCFA, Inc.'s NAICS code?

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NCFA, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does NCFA, Inc. have currently?

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As of May 2026, NCFA, Inc. has approximately 8 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer And Founder: R. H. W.Founder & Ceo: H. J. W.Owner: K. M.. Explore NCFA, Inc.'s employee directory with LeadIQ.

What industry does NCFA, Inc. belong to?

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NCFA, Inc. operates in the Financial Services industry.

What technology does NCFA, Inc. use?

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NCFA, Inc.'s tech stack includes Cookie NoticeMicrosoft 365Google Fonts APIVideo.jsjQuery MigrateLodashSWFObjectPiwik.

What is NCFA, Inc.'s email format?

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NCFA, Inc.'s email format typically follows the pattern of First@ncfainc.org. Find more NCFA, Inc. email formats with LeadIQ.

When was NCFA, Inc. founded?

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NCFA, Inc. was founded in 2006.

NCFA, Inc.

Financial ServicesGeorgia, United States2-10 Employees

NCFA, is a fee only advisor and has comprehensive knowledge in the core areas of financial planning and wealth management to support you in meeting your financial goals. Our advisors take the time to understand what is important to you while working with you to identify your short-term and long-term goals. We realize each client has varying circumstances and financial goals and we make it a priority to review and analyze your financial situation and provide direct answers to your retirement and financial questions.
Our investment philosophy is a collaboration and team approach, amongst our advisors, enabling us to provide suitable investment strategies.
•	Comprehensive portfolio management
•	Wealth management
•	401k, 403b, and 457 On-Plan Money Management™ program
•	Retirement portfolio review
•	Investment strategies income Planning
•	Retirement planning
•	Income Planning Retirement Process
•	Retirement Plan Services - Your 401(k) Blueprint
•	Estate planning
•       Insurance solutions
•       Ongoing investment monitoring
With questions surrounding the future of Social Security, along with the continued decline in the number of companies offering pension, your defined contribution plan (401(k), 403(b), or 457) is going to play an important role in your retirement. Our On Plan Money Management™ Program unlocks a world of investment options and brings professional money management to the savings inside your employer-sponsored retirement account.

Section iconCompany Overview

Headquarters
3344 Peachtree Road Northeast Atlanta, Georgia 30326 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    NCFA, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    NCFA, Inc.'s revenue is estimated to be in the range of $10M$25M

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