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.

Find NCFA, Inc. employees' phone numbers or email addresses

NCFA, Inc. Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Asia
2

Minus sign iconPlus sign icon
  • Jordan
    2

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

NCFA, Inc.'s Leadership

  • Stylized image of a person
    R. H. W.
    Chief Executive Officer And Founder
    Phone icon
  • Stylized image of a person
    H. J. W.
    Founder & Ceo
    Phone icon
  • Stylized image of a person
    K. M.
    Owner
    Phone icon
  • Stylized image of a person
    M. D.
    Financial And Administrator Manager
    Phone icon
  • Stylized image of a person
    A. B. W.
    Certified Financial Planner
    Phone icon
  • Stylized image of a person
    K. K.
    Research
    Phone icon
  • Stylized image of a person
    M. E.
    Firefighter
    Phone icon
  • Stylized image of a person
    R. H.
    Counselor
    Phone icon

NCFA, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Education
  • Finance
  • Accounting
  • Other
  • Administrative
  • Analytics
  • Consultant

Contact profiles from NCFA, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. J. W.
    Founder & Ceo
    Phone icon
    United StatesGeorgia
    Jan 28, 2026
  • Stylized image of a person
    K. M.
    Owner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. H. W.
    Chief Executive Officer And Founder
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. D.
    Financial And Administrator Manager
    Phone icon
    Jordan
    Oct 21, 2024
  • Stylized image of a person
    A. B. W.
    Certified Financial Planner
    Phone icon
    United StatesConnecticut
    Nov 20, 2025
  • Stylized image of a person
    K. K.
    Research
    Phone icon
    United StatesArizona
    Jan 29, 2024
  • Stylized image of a person
    M. E.
    Firefighter
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. H.
    Counselor
    Phone icon
    Jordan
    Feb 20, 2024

Frequently Asked Questions

What is NCFA, Inc. known for?

Minus sign iconPlus sign icon
NCFA, Inc. was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 3344 Peachtree Road Northeast Atlanta, Georgia 30326 United States; you can contact the main corporate office by phone at . Explore NCFA, Inc.'s company overview page for more information.

What is NCFA, Inc.'s most common email format?

Minus sign iconPlus sign icon
NCFA, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NCFA, Inc. email formats with LeadIQ.

How many employees does NCFA, Inc. have currently?

Minus sign iconPlus sign icon
NCFA, Inc. has approximately 8 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are NCFA, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, NCFA, Inc.'s key employees include:

  • Chief Executive Officer And Founder: R. H. W.
  • Founder & Ceo: H. J. W.
  • Owner: K. M.
  • Financial And Administrator Manager: M. D.
  • Certified Financial Planner: A. B. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.