You deserve to work with financial planners who uphold the profession's highest standards.
To best serve you, we are committed to the continuous pursuit of knowledge and professional education.
Our industry memberships include the following groups:
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.
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.