NCFA, Inc. Employee Directory
Financial ServicesGeorgia, United States2-10 Employees
NCFA, Inc. operates in the financial services sector as a fee-only advisory firm based in Atlanta, Georgia. The firm focuses on comprehensive financial planning and wealth management, collaborating with clients to understand short- and long-term goals and to deliver responses to retirement and financial questions through a team-based investment approach. Its offerings include portfolio and retirement planning, on-plan money management for employer-sponsored accounts, estate and insurance planning, ongoing investment monitoring, and various retirement-related services such as plan reviews and income planning. The target market appears to be individuals seeking structured guidance for retirement preparation and ongoing wealth management, with a particular emphasis on defined contribution plans like 401(k), 403(b), and 457 plans. NCFA emphasizes professional management of employer-sponsored retirement savings and aims to provide tailored investment strategies through a collaborative advisor network, positioned within the financial services industry as a boutique advisory practice with a broad suite of planning services.