The National Association of Personal Financial Advisors (NAPFA) is the premiere organization of fee-only financial advisors in the United States. To be recognized as a NAPFA-Registered Financial Advisor you must (1) be a Certified Financial Planner (CFP) or Personal Financial Specialist (CPA/PFS) and meet certain educational requirements, (2) be a holistic financial planner and have a financial plan peer reviewed, (3) be professional reviewed for conflict of interest standards, and (4) meet the most rigorous continuing education requirements in the financial services industry. To learn more about NAPFA’s strict standards for membership visit: NAPFA Standards.
Almega Wealth Management is proud to announce, our President, Bryan Wisda has once again been accepted as a NAPFA-Registered Financial Advisor. This recognition is a testament to Bryan’s high ethical standards and competence as a financial advisor. Since 2007, Bryan has been an outspoken proponent of the fee-only business model for financial advisors; being once again accepted as a NAPFA-Registered Financial Advisor further shows his commitment to working for his clients in the most ethical manner possible. Bryan had previously been a member of the National Association of Personal Financial Advisors from 2007 to 2015 and was heavily involved within the organization in the Scottsdale and Orange County areas.
Bryan’s recognition as a NAPFA-Registered Financial Advisor is especially important to Almega Wealth Management in our Greenville, KY and Mount Airy, NC offices as there does not appear to another NAPFA member within 50 miles of either office. Typically, residents of these areas are left to work with financial advisors who work on a commission model which creates distinct conflicts of interest.
To schedule a complimentary Discovery Meeting with Bryan please click here to fill out our online intake form. During the Discovery process Bryan will evaluate whether or not your current advisor is taking good care of you. If they are he’ll tell you stay with your advisor. If not, he’ll determine whether Almega Wealth Management would be a good fit. Almega Wealth Management limits our practice to help for whom we can have a significant impact. If Bryan is not the right advisor for you he promises to pint you in the direction of someone who would be a good fit.