Dave Hodge
CFA®, CFP®, CDFA®
NPF Investment Advisors
Investment Advisor & Chief Compliance Officer
Dave Hodge
CFA®, CFP®, CDFA®
NPF Investment Advisors
Investment Advisor & Chief Compliance Officer
I help my clients get the most out of their financial situation through a combination of investment advice and financial planning. You've worked hard and made sacrifices to achieve a strong financial position, and I believe that you deserve to have an advisor that works as hard as you do. Contact me today! - Dave Hodge, CFA®, CFP®, CDFA®
Fee-Only financial planner located in Grand Rapids, MI, serving clients in West Michigan and across the country
Dave Hodge is a Grand Rapids, MI fee-only financial planner. NPF Investment Advisors provides wealth planning and investment portfolio services to help indiviudals, families and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dave is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dave Hodge helps his clients get the most out of their financial situation through a combination of investment advice and planning. Each one of his clients works hard and makes sacrifices to achieve their strong financial position, and Dave believes that they deserve to have an advisor that works as hard as they do.
Dave joined NPF in 2018 after a 14-year career with a Grandville-based Registered Investment Advisory firm, where he served as a Partner and Portfolio Manager. He is a graduate of the University of Michigan. He holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Dave serves as past President of the Kenowa Ambucs and has served as a board member of IKUS Life Enrichment Services and the Grandville-Walker Foundation. He has been involved with numerous local organizations over the past ten years.
Dave Hodge is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Wealth Protection. Life Fulfillment.
NPF is one of the longest standing privately owned investment firms in Grand Rapids, Michigan that partners with individuals, families, businesses and endowments to grow and preserve their wealth.
We are a team of highly experienced and credentialed investment advisors driven to serve clients and create value through our “personal value stack” – an integrated offering that ties together tailored planning, active investing, and complete coordination to help you achieve your goals.
Most importantly, we are fiduciaries who are legally obligated to act in the best interests of clients. That is why you can be confident we will deliver a clear financial plan, sound investment portfolio and trusted path to achieve your goals.
Your wealth is personal. Your advice should be too.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Next Generation Wealth & Inheritance
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Hodge is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Hodge is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David Hodge is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Dave Hodge is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Norris Perné & French Announces Rebrand as NPF Investment Advisors on Business Wire
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NPF Investment Advisors Named to Financial Times Top Financial Advisers of 2020
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NPF Investment Advisors is a Member of the Grandville Jenison Chamber of Commerce
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NPF Investment Advisors is an Accredited Member of the Better Business Bureau
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Dave Hodge is a Member of the CFA Society of West Michigan
Contact Dave Hodge
Office Locations:
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40 Pearl Street NW
Suite 300
Grand Rapids, MI 49503
