The National Association of Personal Financial Advisers (NAPFA) is the country’s leading independent professional association of Fee-Only financial advisers—highly trained professionals who are committed to working in the best interests of those they serve. NAPFA’s rich history began in 1983 when a group of advisers simply wanted to serve their clients without muddling the relationship with commissions. Since then NAPFA has developed high standards in the field and each adviser must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
- We call it the Power of Trust.
Payne Wealth Partners is proud to have been a member of NAPFA for over 15 years. Payne Wealth Partners is the only NAPFA corporate member in the local Evansville area. As a fee-only fiduciary firm, we find that NAPFA’s “Power of Trust” reflects our business model. We take pride in our fiduciary oath and in our overall vision of continual innovation and improvement. We strive to uphold our fiduciary commitment by always putting our clients first and by providing the best care for those we serve. Contact Payne Wealth Partners today to learn more.