Firm Affiliations

The National Association of Personal Financial Advisors (NAPFA) is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.  Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

American Institute of Certified Public Accountants (AICPA) is the national, professional organization for all Certified Public Accountants.  Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

The Financial Planning Association FPA® is the membership organization for CFP®, connects those who need financial planning with professionals who support and deliver financial planning.  The FPA® believes everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions.  FPA® members demonstrate and support a professional commitment to education and a client-centered financial planning process.

MD Preferred Financial Advisors is the membership organization for members of the medical community looking for carefully screened professional service providers who have met stringent service standards geared toward meeting the special needs of those in the medical community.