We at Hilary Hendershott Wealth Management are always proud to announce when we make a change in our business that will benefit our clients. To that end, we are very excited to report that our firm is now a member of The National Association of Personal Financial Advisors (NAPFA).
NAPFA is a professional organization that has provided fee-only financial planners with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. They have been around since 1983 and are 3,000 members strong across the country.
Hilary Hendershott Wealth Management’s achievement as a member means that we were able to meet NAPFA’s membership qualifications. These standards include: only receiving compensation directly from clients, acting in the client’s best interest at all times, and providing comprehensive planning services for her clients. If you are looking for a financial planner who adheres to NAPFA’s Fiduciary Oath and strives to provide great service to clients, look no further!
What Does This Mean for Me?
Well, being a member of this prestigious organization is just one more verification of certification for a financial advisor. It is one more way to ensure you’ve found a financial advisor who will put your interests first and gives you peace of mind that Hilary Hendershott and our advisory team are highly competent and that our only purpose is to look out for your overall financial well-being.
We’ve talked before about what a fiduciary is in this blog article, but this infographic also helps define what a fiduciary is, why your financial advisor needs to be one and how working with one helps protect you.