Your practice.
Your future.
Your success
lives here.

Shawn Okumura San Jose, CA
NFP Financial Advisor, 2 years

We align the resources that your practice needs.

Jenn Hatch New York, NY
NFP Financial Advisor, 8 years

Enhanced capabilities with a competitive edge.

Scott Tobe Pittsburgh, PA
NFP Financial Advisor, 10 years

1
1

NFP Advisor Services is part of NFP, a leader in wealth management, insurance, corporate benefits and retirement plans. Our size and scale enable us to provide our independent financial advisors with top-tier resources in a personalized environment.

icon-clock

Why Change Now?

The investment market is rapidly changing, and so are client expectations. Financial advisors need a partner that will support them in this evolving market.

icon-building

The NFP Advantage

We give our independent financial advisors opportunities to grow their business through elite membership access as well as an integrated technology and service solution.

icon-pin

Practice Enrichment

Our Practice Enrichment Program is your one-stop resource for business management, finance management, human capital and marketing materials to help you manage your bottom line profitability.

icon-gear

Technology & Service

AdvisorCompleteSM and AdvisorEnterpriseSM integrate comprehensive business management functions with innovative asset management capabilities to optimize efficiency and scalability.

icon-gear

Start Your Transition

With a solid transition strategy, developed with your dedicated transition consultant, you can reconnect with clients, offer new services and drive new business.

Are you ready to speak with a member of our team?Request A Meeting