facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Life. Money. Aligned.

AFFILIATIONS


CFP

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. 

 

NAPFA

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

 

ACP

Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based services to manage clients’ whole financial picture, from estate planning to taxes. 

 

Dimensional Fund Advisors