CFP

Fee Only

Ethics Code

Oath

NAPFA

FPA

Paladin Registry

As NAPFA - Registered Financial Advisors we are part of a National organization that holds its members to the highest standards. Not only must a member take the Fiduciary Oath and not receive any commissions, NAPFA members must also

No other member organization has such a high standard to our knowledge, or we would join. To learn more about NAPFA go to www.napfa.org.