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.
Your wealth is personal. Your advice should be too.
You have spent years working hard to build your wealth – and you need a partner you can trust to help you protect and grow it in today’s complex, unpredictable and ever-evolving environment.
We’re here to help.
We are a team of highly credentialed financial planners, investment advisors and service professionals.
We are 100% partner-owned to focus our full attention on you – not shareholders.
Importantly, we have stood the test of time – protecting wealth and enriching lives for over 88 years.
To ensure our best work, highest level of personal service and full focus and attention on you, we require a minimum of $1,500,000 to get started.
Clear, Sound & Trusted Investment Advice
We are financial advisors who deliver objective and tailored investment 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 forward to achieve your goals.
Clear
We use straightforward, jargon-free language to simplify complex financial processes—and ensure that you understand exactly what is happening with your money.
Sound
Our advice is grounded in an in-depth knowledge of your personal situation coupled with in-depth research and monitoring of our clients' investment holdings.
Trusted
We earn trust by building personal relationships—as we have with generations of families that have relied on our counsel all the way back to 1933.
Our Brand Legacy: A History of Enriching Lives and Making a Difference
Our Origins
The firm was founded in 1933 by Abbott Norris, who was later joined by Ford Perné and Charlie French in the 1950s.
The firm was originally formed as an investment office for a prominent Grand Rapids family and has expanded over the decades to serve more than 400 clients across 30 states who have entrusted us with $2.0 billion of their assets. While we have grown as a firm, we continue to maintain our office in downtown Grand Rapids, where we have operated since the firm's founding.
Over the Years
While we have called ourselves Norris, Perné & French for many years, our circle of clients and friends have long known and referred to us by the less formal name: NPF. It is simple, friendly and inviting – a testament to the collaborative spirit and trusted bond we have formed with clients over the years. That is why we decided to strip away the formality and change our brand to NPF Investment Advisors.
Our Community
The culture and values instilled in NPF’s partners and team members are guided by the vision of our founding partners and align with the missions of our non-profit partners and clients. The unique entrepreneurial spirit and collaborative culture of Michigan have been integral to our success and we believe we have a responsibility to give back to this very special community. Notably, our partners and team members are part of the fabric of the community.
Serving the community through philanthropy has been part of our corporate DNA since the earliest days of the firm. NPF is philanthropic in all its many forms, commonly referred to as gifts of “time, talent and treasure.”
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.
United Way Food from the Heart
NPF’s Glenn Hefner, Kurt Arvidson, Dan Lupo, John Darling, Jenna White, Marilee Bartl and Heather Elve joined Tony the Tiger at the 6-17-19 Heart of West Michigan United Way 2019 Food from the Heart Event, where 700 volunteers worked together for two hours to create 150,000 healthy meal packages.
GVSU Enrichment Dinner
Jay Wisentaner, Heather Elve, Jenna White and Elizabeth Poole representing NPF at the 2018 GVSU Enrichment Dinner, an annual celebration of giving that has been a GVSU tradition since 1976.
Kids’ Food Basket
During their lunch hour on 3-4-20, NPF’s Jarred Copeman, Jason Strockis, Elizabeth Poole, Heather Elve, David Hodge, Jenna White, Tyler Bosgraaf, Jay Wisentaner and Dan Lupo prepared 259 tortillas at Kids’ Food Basket for children.
Kent District Library’s Literary Libations
Jay Wisentaner enjoying conversation with clients and friends at the Kent District Library’s Literary Libations event at Frederik Meijer Gardens and Sculpture Park. The event raises funds to help make the library a place of joy and learning for more than 6.2 million in-person and on-line visitors every year.
Kids Food Basket Go Orange
NPF’s Jenna White and Heather Elve at the Kid’s Food Basket Go Orange Event to help the 1 in 5 kids in West Michigan who are food insecure. The color orange represents childhood hunger.