National Association of Personal Financial Advisors (NAPFA)

Name: National Association of Personal Financial Advisors (NAPFA)
Address: Chicago, IL, US
Telephone: +18474835400

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National Association of Personal Financial Advisors (NAPFA)

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NAPFA is the country's leading professional association of Fee-Only, fiduciary financial advisors.

Find a NAPFA member in your area at http://findanadvisor.napfa.org/Home.aspx

11/02/2026

Ready to tackle those tough conversations? Join us for our upcoming Conversation Circle, where we'll explore practical strategies to approach uncomfortable discussions with confidence, clarity, and empathy. Whether it's about your compensation package, differing viewpoints at work, or navigating a multigenerational team, you're not alone!

https://education.napfa.org/Public/Catalog/Details.aspx?id=Mwh%2b2%2fRlR4TFr0CzL%2bBLyw%3d%3d

Date: November 3
Time: 12-1 pm CT
Guest Expert: Kate Healy, CEO & Founder of AdvoKate IQ, LLC
Moderator: Liz Bernhard, CFP®, MBA, President & Senior Wealth Advisor at Albion Financial Group

Don't miss out on this valuable opportunity to enhance your communication skills!

10/30/2026

Meet NAPFA volunteer leader Jonas Merrill, CFP®, founder of Pathlight Financial Planning LLC in Portland, Oregon, and a new member of the West Region Board!

As a solo practitioner, Jonas understands the value of having a community of peers to exchange ideas, share challenges, and find support. He’s especially looking forward to helping newer advisors and solo practitioners build those connections through NAPFA.

“My hope is that the West Region creates space for shared learning, honest conversation, and real relationships that make members better planners and more supported business owners.”

For Jonas, volunteering is also a way to give back to the Fee-Only profession while gaining new perspectives and deepening relationships.

Thank you, Jonas, for helping build a stronger, more connected NAPFA community!

10/27/2026

We made the list! is on Kitces.com’s 2027 Best Financial Advisor Conferences roundup, and we couldn’t be prouder.

Michael Kitces named NAPFA as a top “home” conference for advisors, the place you go to reconnect with your people. We’d have to agree. There’s nothing quite like walking into a NAPFA National Conference and finding a room full of Fee-Only advisors who share your values, ask great questions, and genuinely want to see each other succeed.

Kitces also recognizes NAPFA as one of the organizations that helped build the movement from the ground up. More than 40 years later, we’re still the place where Fee-Only advisors come together to learn, connect, and raise the bar for the profession.

As he puts it, “there’s no place like home.” Come home with us in San Diego this May at !

Read the full list: https://www.kitces.com/blog/2027-best-financial-advisor-conferences-list-norcal-t3-futureproof-horizons-xypn-jolt/

10/24/2026

What a week at CFP Board’s Where Are the Women? Summit!

The program was excellent, the format kept great conversations going, and the setting was lovely. It was a real highlight to see many members in the room, adding their voices to an important conversation about the future of .

Most of all, it was energizing to spend time with such cooperative, intentional people who are committed to supporting . Events like this are a reminder of how much good happens when people come together around a shared goal.

Thank you to CFP Board for bringing this community together, and to our members who were part of it.

10/23/2026

There's a lot of talk about artificial intelligence right now. On Monday, we're making time for the other kind: authentic intelligence.

When clients go through big life changes, the numbers are only part of the picture. They need help staying steady, too. In this one-hour session with Susan Bradley, CFP®, CeFT®, founder of the Sudden Money® Institute, you'll learn three practical tools to help clients:

- Feel more confident when things are uncertain
- Think more clearly when stress is getting in the way
- Bring their stress level down during big life changes

Learn more and register: https://education.napfa.org/URL/AIMeetsAI

10/16/2026

“You only get so many worry minutes... and then you die.”

Dr. Carolyn McClanahan’s keynote challenged advisors to stop chasing certainty about the future and focus on what matters now: helping clients build a great life.

Her approach goes beyond the numbers, focusing on experiences that fill the soul, healthy relationships, and gratitude.

10/16/2026

“How would it feel if every organization you encountered was trustworthy and humane in all they did? How would your life change?”

This morning, George Kinder challenges us to imagine and build a fiduciary world. A powerful reminder of why our work matters. Thank you, George!

10/15/2026

What a way to kick off the day at !

This morning’s General Session opened with an incredible keynote from Tim Maurer, who challenged us to rethink what really motivates our clients. We spend so much time telling clients what they should do with their money, but Tim made a compelling case that we may be approaching motivation all wrong.

Drawing on decades of behavioral science and economics, he turned complex ideas into practical takeaways advisors can bring right into their next client conversation, especially when it comes to understanding the “why” behind the financial choices people make.

Thank you, Tim, for setting the tone for a great day of learning and connection!

10/15/2026

is in full swing, and we couldn’t make it happen without the incredible support of our Premier Exhibitors and Sponsors!

Thank you to Advyzon, Altruist, Betterment Advisor Solutions, eMoney, Josda Estate Solutions, LLIS, The Kimbrough Team at The Pinnacle Group, Gallagher Affinity, Savant Wealth Management, SEI, and StarNurse Concierge.

Your partnership is helping us bring fee-only fiduciary advisors together this week to learn, connect, and raise the bar for our profession. If you’re here with us, be sure to stop by the Solutions Exchange and say hello to these amazing partners!

Address

Chicago, IL

Telephone

+18474835400

Website

http://www.NAPFA.org/

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