Our Partners

CFA stands for chartered financial analyst, a professional designation awarded by the CFA Institute to candidates with proven competence in investment analysis and wealth management. The CFA charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. To become a charter holder, candidates must pass three difficult exams, have a bachelors degree, and have at least 4,000 hours of relevant professional experience over a minimum of three years.

For 25 years, the Financial Planning Association® has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.

Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

We are proud members of the National Association of Insurance and Financial Advisors (NAIFA North East). We advocate for a positive legislative and regulatory environment, enhance our business and professional skills, and promote the ethical conduct of advisors and representatives within the financial industry. Our team uses the ongoing education and tools provided by NAIFA to give our clients an engaging and positive experience and help them achieve their financial goals.

Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.