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Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

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Advisor Spotlight

Ramsey Bova, CFP®

Moneywatch Advisors, Inc.

Kennebunkport ME 04046

Ramsey Bova is a Lexington, KY Fee-Only Financial Planner serving Lexington and all surrounding areas. Moneywatch Advisors, Inc. specializes ...
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Christopher Van Slyke, CFP®

WorthPointe Financial

La Jolla CA 92037

WorthPointe is the new frontier of financial planning for generations to come. With a team of fee-only financial planners based in Austin ...
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Eric Clark, CFP®

Clearview Wealth Management

Charlotte NC 28212

Eric Clark is a Charlotte, NC Fee-Only Financial Planner serving Charlotte and all surrounding areas. Clearview Wealth Management specializes ...
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Scott Haley, CFP®, CDFA™, EA

Prelude Financial, LLC

Wadsworth OH 44281

Scott Haley is a Wadsworth, OH Fee-Only Financial Planner serving Akron, OH region and clients across the country. Prelude Financial, LLC specializes ...
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