Comprehensive financial planning
NPFA provides advice to help you formulate a clear plan for achieving your personal financial goals. We strive to help you achieve financial peace of mind through a disciplined and comprehensive approach to planning and managing financial affairs. Our services include investment advisory, employee benefit planning, income tax planning and preparation, retirement planning, education planning, risk management/insurance planning, and estate and gift planning.
A consolidated view of your assets and investments
Our financial planning process considers all of your information and assets, whether or not the assets are invested with NPFA. We create a consolidated view of your financial situation, incorporating assets and investments you may hold with various investment managers and brokers into our planning process. We help you manage these relationships and administer these accounts, alleviating your burden while providing you with greater clarity and control of your financial affairs.
Access to a full range of investment options
Because we feel it is important for our clients to have access to a wide range of financial products and services, NPFA has formed strategic relationships with investment managers whose products and services may not otherwise be available to our clients. These relationships allow us to provide you with a full range of investment choices, resulting in a financial plan that is optimally tailored to meet your objectives.
Objective, independent advice
Our services are 100% fee-based and not subject to commissions. We do not receive indirect payments or referral fees from investment mangers, funds, or other professionals we recommend to our clients, and we do not have exclusive agreements with certain investment managers. NPFA's goal is to provide advice that is objective and in the best interests of our clients.
Personalized services
Our certified advisors apply a broad range of technical skills and experience to the personalized service we provide to you. We spend as much time as necessary with each client to understand your financial situation, clarify your goals and objectives, and evaluate your options. Through our Individual Planning Program, we tailor our services to meet your individual needs, helping you develop and implement a clear plan for your financial future.
Team approach
NPFA's staff consists of a diverse group of professionals with backgrounds in a variety of financial management, legal, consulting, and financial services fields. We take a team approach to servicing our clients, assembling client teams with the appropriate combination of skills and experience to meet the unique needs of our individual clients. These teams may include attorneys, Certified Public Accountants, Chartered Financial Analysts, Certified Financial Planner™ Practitioners and estate planners, as dictated by the specific needs of each client.
The strength of a nationwide firm
NPFA is a wholly-owned subsidiary of Nixon Peabody LLP, one of the largest multipractice law firms in the United States. We collaborate with attorneys in a wide range of practice areas to provide interrelated legal services to our clients. This relationship allows us to meet the full spectrum of our clients' advisory needs.
