NAPFA Fall 2024 National Conference
Premier Exhibitors
Advyzon is your complete technology solution that combines customizable performance reporting, flexible billing, robust client relationship management (CRM), customizable client portal and mobile app, secure and compliant document storage, seamless prospecting and powerful business intelligence in a single, integrated platform. We feel that technology should be simple to use, innovative and backed by exceptional client service, these are the core principles upon which Advyzon was founded.
Altruist exists to help everybody get more from their money by empowering independent advisors to drive better results for more clients at lower costs. We’re obsessed with helping people get more from their money by empowering advisors to drive better results at lower costs for any number of clients. When independent advisors can deliver better results to more clients at lower costs, everybody wins.
Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.
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Where there is a problem, there is a solution and, therefore, an opportunity.
Through Capitalism, Entrepreneurship, and Innovation, Yrefy has created an opportunity for Independent RIAs and their clients to earn a strong fixed return of 10.25% in a secured, collateralized portfolio with unparalleled flexibility. If you are looking for an investment that is not correlated to the market or the Fed, come learn how your investors can “Do Well by Doing Good.”
Exhibitors & Sponsors
The principals of 2GR Equity have been proudly supporting NAPFA advisors and their clients since 2006. The DFW based private equity firm invests exclusively in commercial real estate with best in class developers/sponsors. Since 2011, 2GR has invested in 31 properties with a total capitalization of more than $782 million. The firm has exited 22 of those properties with an average, net to investor return, of 19.9% IRR and a 1.7x multiple. The majority 2GR's investors are clients of a NAPFA Fee-Only advisor.
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. We offer access to separately managed accounts (SMAs), unit investment trusts (UITs), mutual funds, structured products and the fixed income markets, as well as portfolio analytics and exchange-traded funds (ETFs).
Asset Dedication is an outsource investments and back office platform for financial planners. Our goal is to help planning practices scale and grow.
We serve advisors exclusively. With our expertise, RIAs get the business coverage they need, so they have the peace of mind they want. We provide E&O, D&O, Cyber, Crime, Social Engineering, ERISA solutions and more.
Charles Schwab Advisor Services
At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.
Note: Exhibitors will not be in attendance
CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™️ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients' best interests first. CFP Board Center for Financial Planning advances competent and ethical financial planning and expands CFP®️ professional diversity for the benefit of the public.
Clay Pigeon Communications is a full-service book-writing and publishing company with a digital marketing twist. As your book is being written, we repurpose sections to publish on your blog or to send to your email list. We specialize in creating communication that engages clients and COIs so you can expand your referral channels even further.
Finance of America Reverse LLC (FAR)
As a cornerstone educational partner of the Financial Planning Association (FPA) and the first reverse lender on Morningstar’s Advisor Workstation, Finance of America Reverse LLC (FAR) empowers financial professionals with strategic tools for optimizing client retirement planning with home equity.
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 850 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
At FP Alpha, we empower financial advisors to become indispensable to their clients by leveraging advanced AI technology to deliver comprehensive tax, estate, and insurance planning solutions that support clients throughout their entire life journey.
FP Transitions is the wealth management industry’s only end-to-end consulting firm dedicated to the growth and sustainability of independent financial advisory businesses. Leveraging benchmarking data from 16,000+ certified business valuations and backed by a team of more than 60 professionals, including lawyers, analysts and consultants, FP Transitions delivers intelligent insights that enable multi-generational growth. Since 1999, advisors have turned to FP Transitions for guidance in identifying, building, and realizing their firm’s value.
Franklin Templeton Investments
Franklin Templeton offers investment products across public and private markets. We manage over $1.6 trillion across Funds, ETFs, Custom Direct Indexing, SMAs, and Private Markets.
At Gordon Associates, our mission for over 48 years has been to work hard to make Long Term Care Planning easy. We offer a range of cutting-edge Long Term Care Insurance (LTCI) solutions – Stand-Alone “Traditional” LTCI and Hybrid Asset-Based Life/Annuities with LTCI Riders. Our experienced team provides attentive customer service, including policy reviews and claims support. We are also committed to LTCI education and offer CFP®-Approved CE programs. We are the nation’s most experienced LTC specialist, a long-time NAPFA Resource Partner, and Licensed Nationally.
Gulfstream Mergers and Acquisitions
Gulfstream Mergers and Acquisitions, as one of the nation's leading M&A advisory firms, has delivered tailored insights, options and solutions by using a thorough and carefully crafted process. With hundreds of companies successfully represented throughout the United States, our investment banking and business sale specialists have an established reputation for industry excellence, ethical practices, and impressive results.
At Iconic Insurance, we focus on helping individuals and small businesses navigate their health insurance planning. We put our clients first by empowering them with the knowledge to understand what they’re buying and how to use it.
Heifer Foundation offers complimentary resources for prospective donors and planning professionals, including charitable giving strategies, sample language for wills and codicils, and information regarding donor-advised funds. Our nonprofit mission is to raise and oversee financial assets to support the work of Heifer International, which works with smallholder farmers – especially women farmers – in over 20 countries around the world to improve their families’ food security and increase their incomes by offering tools, training and resources.
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing Tax Reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage gaps in Home, Auto, and Umbrella policies. Trusted by over 30,000 users since 2019, it's a leader in tax planning software.
Joint Venture Equity Partners, a private investment company located in Fort Worth, TX, provides middle-market joint venture equity solutions to experienced commercial real estate developers and operators. By creating these programmatic relationships with industry professionals, we are able to structure attractive investments for our clients to invest directly into commercial real estate. Ownership has invested specifically as a joint venture equity partner for more than 15 years, providing over $200 million of direct investments into commercial real estate projects.
For over 25 years, LLIS has provided fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to free policy reviews – for term, LTCi, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. LLIS team members work seamlessly to help your clients reach their income security and wealth preservation goals.
Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help by giving clients options to improve flexibility, tax efficiency, and cash flow – while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.
Nationwide Advisory is the leader in delivering value to RIAs through our fee-only annuity and insurance solutions. We provide a holistic advisory experience through integrated technology platforms, leading advisor fee optionality, and an internal account opening process that simplifies insurance for RIAs.
NFP Private Client Group specializes in securing custom tailored comprehensive insurance programs for affluent families. From homeowner, auto, valuable articles and umbrella insurance to yacht and aviation, NFP can handle it all. Our markets include Chubb, PURE, Berkley One and Cincinnati Private Client group. NFP is a leading property and casualty broker. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions across the globe.
Meet Nomo. We're here to help your loved ones maintain independence and age in place. The Nomo system uses sensors—not cameras—to track motion in the home so you can check-in on your loved one from anywhere, any time with our easy-to-use mobile app. See when Mom’s day is normal, and when it isn't. Know more, worry less with Nomo.
PeachCap is the preeminent independent RIAs fixed income partner as their professional, turnkey, outsourced solution. We bring complete analysis, trading, monitoring & reporting infrastructure to the forefront, thus maximizing business efficiencies. Through our capitalized inventory, we have a strong focus on relative value individual bond portfolios. Advisory firms rely on PeachCap for comprehensive income generation advice, portfolio analysis, economic/IC discussions, ongoing monitoring & total support for their financial planners. This helps grow AUM over time.
With 28 locations across the U.S., the Piper Sandler fixed income team provides the full array of taxable and tax-exempt investment solutions, with multi product trading desks across a 50-state distribution network. The fixed income platform is also closely integrated with the firm’s investment banking and public finance groups. Additionally, our financial strategies group within fixed income consists of 30+ dedicated strategists who draw upon their expertise in fixed income portfolio management and macroeconomics.
Private College 529 is a prepaid tuition plan that locks in current rates at nearly 300 private colleges and universities nationwide, protecting against tuition inflation. We’re the only 529 prepaid tuition plan owned by its colleges, so there are no state residency requirements to enroll and save. Clients enjoy the same federal tax benefits and flexible use of funds as other 529 plans.
Ryan Insurance Strategy Consultants / A Gallagher Company
Ryan Insurance Strategy Consultants (RISC) specializes in the advisement and implementation of the highest quality group insurance products available to NAPFA members. Licensed to conduct business in all 50 states, our individual insurance division provides life, disability and long term care policy analysis for financial advisors and their clients. Now a Gallagher Company, RISC’s reach has expanded to provide additional solutions to advisors, including E&O, cyber and much more.
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $101.7 billion in advisors’ total platform assets (as of June 30, 2024). For more information, visit seic.com/advisors.
TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment. NAPFA Members with less than $100M in assets under management can receive a complimentary subscription to TIFIN Wealth. Members above that threshold are eligible for a 20% discount.
Transamerica has a long, proud history of making financial services available to the many, not just the few. It began in 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to help people who couldn’t get the help they needed anywhere else. Over a century later, this innovative thinking still guides what we do today. Because we believe everyone deserves the opportunity to live their best life.
XYPN makes it possible to launch, run, and scale the Fee-Only financial planning firm of your dreams with complete autonomy. Our integrated support system offers everything needed to succeed profitably: curated technology, customized educational resources, a vibrant support network of like-minded people, and business, operational, and client support services.
YourCarHaggler.com is a personal car shopping service that saves clients time, money, and stress during the car buying process. With insider knowledge, they locate vehicles, negotiate deals, and eliminate pressure from pushy salespeople. After a great deal is located: clients show up to the dealership, sign, and drive! YourCarHaggler.com helps nationwide with new and pre-owned vehicles. They operate on a fee-only basis, no compensation is received from dealerships. Licensed, bonded, and insured.
