About us: Affiliations
The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. NAPFA members operate under a strict code of ethics and their widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike.
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
The Financial Planning Association® (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning.
 MD Preferred Service Award |  MD Preferred Financial Advisor The MD Preferred Service Award is presented to highly qualified Financial Advisors who provide a superior service experience, maintain high ethical standards, employ cutting edge technology and demonstrate a commitment to meeting the special needs of physicians and medical executives.
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