Strategic Alliances

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. NAPFA’s financial professionals meet the highest membership standards for professional competence, client-focused financial planning, and fee-only compensation.

The Garrett Planning Network, Inc., is an international network of fee-only financial advisors and planners. Members do not accept sales commissions or compensation from anyone other than their clients. Clients pay only for the time an advisor works with or for them. Garrett members believe that everyone can benefit from professional, objective financial advice—whether that involves answering one question or helping to develop and manage a lifelong financial plan.

CFP Board


The Certified Financial Planner Board of Standards (CFP® Board) exists to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® designees and other stakeholders.

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors and their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows us to run our practice more efficiently and spend more time with clients. TD Ameritrade Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and serve their clients.