NAPFA Member

In July 2020, Peterson Wealth Advisory and its owner, Christopher Peterson, CFP®, were accepted into the National Association of Personal Financial Advisors (NAPFA).

NAPFA.jpg

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. Their history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then NAPFA has developed high standards in the field and each advisor must sign and renew a Fiduciary oath yearly and subscribe to the NAPFA Code of Ethics.  It's all a part of the mission of NAPFA. The association provides support and education for over 3,800 practitioners all over the country and is governed by the NAPFA Board of Directors.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.

  • To be the champion of financial services delivered in the public interest.

  • To be the standard bearer for the emerging profession of financial planning.

Being a NAPFA-Registered Financial Advisors aligns with our duty to be a fiduciary – at all times – for our clients. We take a holistic approach to planning that takes into account all of the client’s financial considerations – from investing to estate planning. Our goal is always to preserve and grow your money.

NAPFA-Registered Financial Advisors serve consumers. We are financial advisors who are highly competent and have met more than the minimum certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means we do not sell financial products on commission. Our only purpose is to look out for their clients’ overall financial well-being and Peterson Wealth Advisory is proud to be a member of NAPFA.

You may view Peterson Wealth Advisory’s NAPFA profile here.

Christopher Peterson is a Certified Financial Planner™ professional, NAPFA member, fee-only financial advisor and provides fiduciary advice to his clients. Peterson Wealth Advisory was established in 2008.