Find and Research a Financial Professional

Find a Financial Professional

• NAPFA.org: The National Association of Personal Financial Advisors (fee-only fiduciary)

• XY Planning Network (fee-only advisors)

• Garrett Planning Network (fee-only advisors)

• Modernist Financial: Progressive financial planning (for those with over $1 million in assets)

• Foundation for Financial Planning (pro bono financial planning services)

• Special Options Available to Government Employees

Verify a Financial Professional

• Verify a CFP

• Broker Check

• Adviser Check