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Company Principal Admitted for Membership in NAPFA

Holland Duell, the company's founder and principal, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Membership is granted only to Fee-Only financial advisors who are paid directly by their clients. NAPFA members receive no commissions or other rewards for selling financial products, whose forms of compensation create potential conflicts of interest that may serve to undermine an advisor's objectivity and fiduciary responsibility. All members of NAPFA must sign a Fiduciary Oath in which they explicitly promise to "place the clients' interests first." In addition, NAPFA has some of the industry's most rigorous education and training requirements including the submission of a complete comprehensive financial plan for a full-scale peer review prior to being accepted for full membership. And NAPFA's continuing education requirements exceed those of any other association of financial advisors.                        


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