Oct 27, 2017 - Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)
Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and education to their 3,000 members country-wide, in addition to implementing strict guidelines for professional competency, comprehensive financial planning and Fee-Only compensation.
A NAPFA-Registered Financial Advisor applicant requires broad-based advanced education in financial planning. The application is a 4-6 week process, and calls for the demonstration of a comprehensive approach to financial planning that displays a superior level of competence. According to NAPFA, members live by three important values: “Be the beacon for independent, objective financial advice for individuals and families; Be the champion of financial services delivered in the public interest; Be the standard bearer for the emerging profession of financial planning.”
“As a fee-only financial advisory firm, we appreciate NAPFA’s high ethical and educational standards in the field and the standards they set for each advisor,” said Marie DeCaprio, Partner Wealth Advisor at Sax Wealth Advisors. “We are very much in line with NAPFA’s primary objective to always act in the best interest of our clients while providing full transparency and the most comprehensive financial advice geared at helping them achieve their goals. We are thrilled to have several of our own advisors approved for membership in an organization with this steadfast mindset and approach.”
About Sax Wealth Advisors LLC
Sax Wealth Advisors is an independent registered investment advisor offering financial services built on integrity and meaningful client relationships. With offices in Clifton, NJ and New York City, the firm provides customized investment and financial solutions for individual wealth management and employer retirement plans. Sax Wealth Advisors is a wholly owned subsidiary of accounting and consultancy firm Sax LLP.
About The National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors began in 1983 and has since provided Fee-Only financial planners across the country with strict guidelines for professional competency, comprehensive financial planning, and Fee-Only compensation. NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning and fiduciary principles. The association provides support and education for their 3,000 practitioners and is governed by the NAPFA Board of Directors and supported by four Region Boards. For more information, visit www.napfa.org.