National Association of Personal Financial Advisors (NAPFA)

National Association of Personal Financial Advisors (NAPFA) NAPFA is the country's leading professional association of Fee-Only, fiduciary financial advisors.

Find a NAPFA member in your area at http://findanadvisor.napfa.org/Home.aspx

The sessions you'll attend in Atlanta this October were shaped by a group of practicing advisors who volunteered their t...
09/23/2026

The sessions you'll attend in Atlanta this October were shaped by a group of practicing advisors who volunteered their time. Thank you to the Fall Subcommittee for the ideas and care you brought to building this year's program: David Flores-Wilson, Scarlett Che, Zack Hubbard, Cynthia Meyer, and Becky Noss.

Conferences built by Fee-Only advisors for Fee-Only advisors don't happen without people willing to step up for the profession. We're grateful for each of you!

Meet the subcommittee: https://www.napfa.org/conferences/napfa-fall-2026-national-conference/conference-committee

🌟 NAPFA Women to Know 2026 Spotlight 🌟Irina has been working in the financial services industry since 1998 and specializ...
09/21/2026

🌟 NAPFA Women to Know 2026 Spotlight 🌟

Irina has been working in the financial services industry since 1998 and specializes in tax review, investment strategy, and portfolio development for clients of Donalies Financial Planning.

Beyond her work with clients, Irina serves as a board member for the NAPFA Northeast Mid-Atlantic Region, where she helps coordinate and support local professional study groups across the Northeast and Mid-Atlantic area. These groups bring together fee-only financial planners to exchange knowledge, discuss industry developments, and strengthen professional collaboration.

Irina is also passionate about public speaking and leadership development. She is a member of a Business-Oriented Toastmasters Club and serves as Division E Director in Toastmasters International District 36 Toastmasters.

Discover more NAPFA Women to Know 2026 here: https://bit.ly/4d817d7

The NAPFA Fiduciary Standard is built on five core duties: Care, Loyalty, Compensation, Competence, and Engagement. Toge...
09/10/2026

The NAPFA Fiduciary Standard is built on five core duties: Care, Loyalty, Compensation, Competence, and Engagement. Together they establish a clear benchmark for what Fee-Only, client-first financial advice looks like in practice.

For NAPFA-Registered Financial Advisors, this is not a goal to work toward. It is the foundation every client relationship is built on.

Learn more: https://bit.ly/4vm7wa8

There’s a lot to look forward to at .The Fall National Conference agenda is now live, with sessions covering the ideas,...
09/05/2026

There’s a lot to look forward to at .

The Fall National Conference agenda is now live, with sessions covering the ideas, challenges, and opportunities shaping the future of financial planning. Come ready to learn, connect with fellow Fee-Only advisors, and take new ideas back to your practice. https://bit.ly/4co6qUG

One more reason to make your plans now: Early Bird pricing has been extended through Tuesday.

Take a look at the agenda and start building your conference experience. We’ll see you October 14–17 in Atlanta!

Looking for your next opportunity in financial planning? New opportunities are being added to the Career Center, makin...
09/04/2026

Looking for your next opportunity in financial planning? New opportunities are being added to the Career Center, making it a great time to explore your future.

From internships to executive leadership positions, you'll find roles with firms committed to the model and values that put clients first.

Explore open positions, upload your resume, and take the next step in your career. https://careers.napfa.org/

The agenda is LIVE for ! https://bit.ly/4co6qUG From behavioral finance and client motivation to the future of fiduciar...
09/02/2026

The agenda is LIVE for ! https://bit.ly/4co6qUG

From behavioral finance and client motivation to the future of fiduciary planning, leadership, business growth, and more, this year’s conference is packed with practical ideas for today’s .

And to celebrate the agenda launch, we’re extending Early Bird pricing through September 8!

Explore the agenda, find the sessions that speak to you, and make your plans to join us October 14-17 in Atlanta.

Please join us in welcoming two new members to NAPFA's National Board of Directors, and congratulating Evan Loomis, CFP®...
09/01/2026

Please join us in welcoming two new members to NAPFA's National Board of Directors, and congratulating Evan Loomis, CFP®, on his election as Secretary/Treasurer!

Danika B Waddell, MS, CFP®, RLP®, founder of Xena Financial Planning, LLC, and Rob Schulz, CFP®, founder of Schulz Wealth, have joined the National Board of Directors. Evan Loomis, CFP®, MSFP, has been elected Secretary/Treasurer and will serve in the role through Dec. 31, 2027.

Read more about their backgrounds and volunteer leadership: https://bit.ly/4gGLR75

Some of the best conference conversations happen outside the session room.Stay at the Hyatt Regency Atlanta and you'll b...
08/29/2026

Some of the best conference conversations happen outside the session room.

Stay at the Hyatt Regency Atlanta and you'll be right where the NAPFA community is gathering throughout the week, from morning coffee and meals to evening events and everything in between.

Reserve your room through the NAPFA room block: https://bit.ly/45QUU0c

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