Erin Campbell, CPA/PFS, CFP®, a principal with the Raleigh-based Beacon Financial Strategies, has been selected for membership into the National Association of Personal Financial Advisors (NAPFA). Membership in NAPFA is granted only to Fee-Only financial advisors who are paid directly by their clients. NAPFA members receive no commissions or other compensation for selling financial products. Compensation for selling financial products creates potential conflicts of interest that could undermine an advisor’s objectivity and fiduciary responsibility to their clients.
NAPFA has some of the industry’s most rigorous education and training requirements. Additionally, all candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review.
“Erin Campbell, CPA/PFS, CFP® is a welcome addition to our organization,” says NAPFA Chair Diahann Lassus, a financial advisor in New Providence, N.J. “Membership in NAPFA denotes a real accomplishment for any financial advisor. We recently surpassed 2,000 members and are always pleased when we can strengthen our ranks with well-trained, highly-committed financial advisors.”
“Our mission for more than 20 years has been to provide comprehensive, client-centered advice to individuals and families. Our services are provided in a fee-only manner, with no sales of any products, and with full disclosure of any possible conflicts. The superior nature of this type of financial planning is widely recognized by the leaders of the financial services industry and the media.”
Chip Hymiller, CFP®, also a principal with Beacon Financial Strategies and a NAPFA advisor adds, “Given the uncertain economy and the high-profile scandals in the investment advisory industry, individuals are increasingly seeking those advisors who work with clients in a fiduciary capacity and place the client’s interests first. With all Beacon professionals practicing in a fee-only capacity, our firm’s commitment to providing clients with objective, trustworthy financial advice is underscored.”
Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning and Fee-Only compensation. With more than 2,000 members across the country, NAPFA is the leading professional association in the United States dedicated to the advancement of Fee-Only comprehensive financial planning. For more information on NAPFA, please visit www.NAPFA.org.
For further information on Beacon Financial Strategies, visit http://beaconfinancialstrategies.com/.
About Beacon Financial Strategies
Beacon Financial Strategies is an independent financial planning firm that provides clients with a coordinated approach to financial planning, tax planning and investments. Beacon works with clients on a consultative and objective basis to help them achieve their personal financial goals. Beacon professionals specialize in the following areas of financial planning: retirement feasibility planning, investment management, estate planning and coordination, executive stock options, tax minimization strategies and other wealth management services.