Our Focus
Wealth Protection.
Life Fulfillment.
Our Focus
Wealth Protection. Life Fulfillment.
Enriching lives since 1933. We are one of the longest standing privately owned investment management firms in Grand Rapids.
We partner with individuals, families, businesses and endowments across our region, state and country to grow and preserve wealth through tailored planning, active investing and complete coordination across their financial life.
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We are a private firm that is structured and committed to aligning everything we do to advance the best interests of clients – your success is our success.
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We are a boutique firm with scale – delivering tailored investment solutions through highly personal service backed by advanced tools and technologies.
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We proudly serve and work tirelessly every day to earn the trust of clients in Grand Rapids, West Michigan, and throughout the state and country.
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The firm was founded in 1933 by Abbott Norris, who was later joined by Ford Perné and Charlie French.
Clear, Sound & Trusted Advice
We are fiduciaries who are legally obligated to act in the best interests of clients.
That is why you can be confident we will deliver a clear financial plan, sound investment portfolio and trusted path to achieve your goals.
Personal Value Stack: Simplifying Your Journey
We are a team of highly experienced and credentialed investment advisors driven to serve clients and create value through our “personal value stack” – an integrated offering that ties together tailored planning, active investing, and complete coordination to help you achieve your financial life goals. To assure transparency, we do it all for one inclusive fee.
Getting Started with NPF
Greater wealth often means increased challenges across financial life. Clients typically turn to NPF when they have reached $1,500,000 in investable assets, aren’t getting the attention they deserve from other advisors (or are paying too much) and face pressing questions, such as:
Do I have enough money saved for retirement?
How can I manage my estate and protect my family?
How can I better plan for a volatile marketplace?
What can I do to reduce taxes, including charitable giving?
How do I handle “sudden wealth” such as inheritance or proceeds from selling my business?
Financial life can feel overwhelming – even intimidating – making it difficult to know what to do next and who to turn to for help. NPF has removed the roadblocks by using three easy steps to get started. There is no cost or commitment – just a conversation to discuss your situation, offer our perspective and allow you to determine whether we are the right partner to help you take control of your financial life.
3 Simple Steps to Get Started
1.
Open Discussion
An introductory meeting in a relaxed environment to learn about your goals and challenges and see if we are a good fit.
No financial documents are needed.
2.
Deep Dive
An in-depth view of your financial situation to share our perspective and ideas to help you achieve your financial goals.
Due diligence and review of documents
3.
Create Your Bluprint
An invitation to partner – sharing the value of a tailored plan and personal value stack to achieve wealth protection and life fulfillment.
Plan for Success
Our Community
The unique entrepreneurial spirit and collaborative culture of West Michigan have been integral to our success. We believe we have a responsibility to give back to this very special community.
Getting Our Hands Dirty for a Good Cause
NPF team members got their hands dirty for a good cause at Growing Roots Farm. We worked alongside teenagers and adults with developmental and cognitive challenges to start winter prep. Learn more here.
Supporting the Silent Disco
GVSU Scholarship Awards Dinner
GVSU scholarship students with NPF’s Tyler Bosgraaf, Chad Dutcher, Glenn Hefner and Dan Lupo at the GVSU Scholarship dinner in the fall of 2017.