Our industry memberships include the following groups, many of which have strict professional and business criteria.
National Association of Personal Financial Advisors
The nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Professionals who are accepted as NAPFA-Registered Financial Advisors agree to follow the NAPFA Fiduciary Oath and Code of Ethics.
CFA Institute
A global membership organization that awards the Chartered Financial Analyst designation, the CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence. The CFA Institute also vigorously advocates for fair and transparent capital markets.
Certified Financial Planner Board of Standards
The CFP Board's mission is to help people benefit from competent, professional and ethical financial planning. The Board creates and enforces uniform standards of financial planners through rigorous and professionally administered education, examination, experience, and ethics requirements.
Garrett Planning Network
A nationwide network of financial planners dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly, as-needed basis. Only one percent of the nation's financial-planning firms are structured this way.
Social Investment Forum
A national, nonprofit membership organization promoting the concept, practice, and growth of socially responsible investing.
Financial Planning Association
Built around four core values: Competence, Integrity, Relationships, and Stewardship, the FPA is the membership organization for the financial planning community.