Affiliations

We are a proud member of the following organizations:

The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders.

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NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

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The Financial Planning Association^® (FPA^®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.

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Paladin provides information about planners and advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, Paladin has been rating, documenting, and certifying the accuracy of information that investors use when they select financial professionals.

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All Financial Advisors is a comprehensive, completely independent and free resource for consumers to research, compare and then directly contact Financial Advisors and Financial Planners