The National Association of Personal Financial Advisors

napfa-circleElyse has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).  With membership, Elyse becomes affiliated with an organization of more than 2,700 of the most-qualified financial advisors in the nation who deliver independent and objective, Fee-Only advice.

Only Fee-Only financial advisors, who meet NAPFA’s stringent membership qualifications, are eligible to become NAPFA-Registered Financial Advisors.  Those standards require advisors to only receive compensation directly from their clients, to act in clients’ best interests at all times, and to provide comprehensive planning services.  In addition, NAPFA has some of the profession’s most rigorous education and professional development requirements.  All candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review or participate in a peer-review interview discussing the advisor’s approach to comprehensive financial planning.  Furthermore, NAPFA’s continuing education requirements exceed those of any other association of financial advisors.

“I congratulate Elyse for demonstrating her dedication to provide effective, transparent, client-centered services by upholding the high standards that NAPFA sets for all its members,” said NAPFA Chair Tim Kober.

In contrast to most financial professionals, NAPFA members receive no commissions or other rewards for selling financial products.  Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor’s objectivity and fiduciary responsibility.   It is for this reason that all NAPFA members must sign the Fiduciary Oath that explicitly promises “to place the clients’ interests first.”

Mr. Kober continued:  “NAPFA members offer what today’s consumers want, an advisor that provides comprehensive financial planning advice in their best interest with cost transparency.  We welcome Elyse to our ranks and look forward to her contributions to our organization.”

For more information about Fee-Only financial planning and NAPFA, visit or call toll free 1-800-366-2732.


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