Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
Welcome to Find an Advisor
We make it easy for you to initiate contact with only advisors that may be a match to your needs. Save advisors to your
favorites and then send them your contact preferences and details about your financial planning needs in just a few clicks.
You can even send your list to your printer or email.