Neil is a NAPFA-Registered Financial Advisor. The National Association of Personal Financial Advisors (NAPFA) is the leading organization of Fee-OnlyFinancial Advisors. To learn more, visit www.napfa.org.
We are a member of the Garrett Planning Network, an affiliation of advisors that provide Fee-Only financial advice by the hour. Visit www.GarrettPlanningNetwork.com to learn more.
Neil is a CERTIFIED FINANCIAL PLANNERTM Professional. Visit www.cfp.net to learn about the importance of working with an advisor that holds the CFP® designation.
Simone is an Accredited Financial Counselor (AFC®). You can learn more about the AFC® designation by going to www.afcpe.org.
We use TD Ameritrade Institutional as our custodian for ongoing asset management services.
Neil is a member of MENSA. Visit www.us.mensa.org to learn about MENSA.