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Accreditations

As CERTIFIED FINANCIAL PLANNERTM certificants, we have extensive knowledge in all areas of financial planning. We adhere to a Code of Ethics that speaks to our competency, objectivity and fairness. We work with you to understand your financial goals and help you achieve them.

We are members of the National Association of Personal Financial Advisors. NAPFA advisors are the "cream of the crop" of financial advisors. Membership is earned by completing a comprehensive plan to show our expertise, and having three years of fee-only financial planning experience. NAPFA members take a fiduciary oath, something no other organization of financial planners requires. Members must complete 60 hours of continuing education every two years - twice as much as is required for the CERTIFIED FINANCIAL PLANNER® designation.

NAPFA Fiduciary Oath

The NAPFA Member shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.

The NAPFA Member, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.

Has your present financial planner taken this oath to put your interests first?

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Contact Information

  • New Hampshire Office
    Jill Boynton
    70 Old Post Road
    Newington NH 03801
    Near Portsmouth
    603.431.1133
  • Maine Office
    Susan Veligor
    70 Center Street
    Portland ME 04101
    207.772.8133

CFP NAPFA
Fee Only