NAPFA Logo.jpg

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. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.


ATO Logo.png

Our mission is to provide a forum for leaders, owners and operators of trust organizations to network and ggrid-x grid-padding-x as an industry. ATO attracts professionals from across the country, providing opportunities for networking, business development, continuing education and information on key industry issues.


feeonly250.gif

Showcasing the expertise of highly trained professionals who are committed to working in the best interests of those they serve, Fee-Only Network is dedicated to increasing consumer awareness of the Fee-Only financial advisor model.


Vigil Logo Trust-Fin Advocacy_NEW.png

Trust Services Partner:  Since 1988, Vigil Trust & Financial Advocacy has provided professional trustee services for hundreds of families, not only advising them on issues involved in the establishment of a Trust, but also standing ready to assume trustee responsibility and diligently fulfilling its purposes when the trust creator is no longer able to do so.