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The National Association of Personal Financial Advisors, Inc., also referred to as ‘NAPFA’, states the following:

Website Disclaimers
Endorsement Disclaimer - Links to Other Sites

Our web site has links to other sites and private organizations. You are subject to that site's privacy policy when you leave our site. 

Reference in this web site to any specific commercial products, process, service, manufacturer, or company does not constitute its endorsement or recommendation NAPFA.  NAPFA is not responsible for the contents of any "off-site" web page referenced from this server.

Computer Fraud and Abuse Act
Unauthorized attempts to upload information and/or change information on these web sites are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and Title 18 U.S.C. Sec.1001 and 1030.

All materials posted on this site are subject to copyrights owned by NAPFA. However, you are free to view, copy, print and distribute material from this site, as long as:

The material is used for information only.
The material is used for non-commercial purposes only.
Copies of any material include NAPFA’s copyright notice.

Any other reproduction, retransmissions, or republication of all or part of any document found on this site is expressly prohibited, unless explicitly granted by NAPFA.


Every attempt has been made to ensure the information contained herein is valid at the time of publication.  NAPFA however, reserves the right to make changes, corrections and/or improvements at any time and without notice.  NAPFA disclaims any and all liability for damages incurred directly or indirectly as a result of errors, omissions or discrepancies.

This site is provided "as is" without warranty of any kind, either expressed or implied. You should not assume that this site is error-free or that it will be suitable for the particular purpose that you have in mind when using it.

In no event shall NAPFA be liable for any special, incidental, indirect or consequential damages of any kind, or any damages whatsoever, including, without limitation, those resulting from loss of use, data or profits, whether or not advised of the possibility of damage, and on any theory of liability, arising out of or in connection with the use or performance of this site or other documents which are referenced by or linked to this site.


The following are trademarks of NAPFA and are protected by federal law.  They may not be used without the expressed written permission of NAPFA.

Fee-Only FO logo/design

‘NAPFA-Registered Financial Advisor’ and logo

‘800-FEE-ONLY’ and logo

‘We’re Known by the Standards We Keep’


‘National Association of Personal Financial Advisors’ and logo