Personal Value Stack
We have worked with purpose and passion since 1933 to enhance, expand and evolve our expertise and services to advance the best interests of our clients.
We listen. We focus on every detail. We create value every day 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.
What sets us further apart is that we do it all at one transparent fee. To ensure the highest level of personal attention and service, we start our relationships at $1,500,000 in client assets.
Tailored Planning: Your Blueprint
We enrich your life by executing smart, skillful planning to simplify complexities, achieve your goals and free your time to enjoy what matters most to you.
The most important element of the plan is you. That is why we take the time to sit with you to understand every aspect of your financial life: retirement income, taxes, Social Security benefits, insurance, long-term care, charitable giving, legacy wealth transfer, estate planning and other essential areas. We then design a comprehensive and personal blueprint just for you.
To make it possible, we have assembled a top-caliber team of highly experienced and credentialed professionals with designations such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and CERTIFIED FINANCIAL PLANNER (CFP®).
The team leverages advanced tools and technology to model economic outputs and analyze different scenarios to design your plan.
Active Investing: Your Portfolio
We enhance wealth by utilizing a disciplined, research-based approach, ensuring customized asset allocation, and taking accountability for the decisions we make.
Too many wealth firms today tell you they will manage your assets but then take a passive approach through ETFs or mutual funds, or outsource them to a third party – which can add layers of fees and confusion, and make you wonder why you hired the firm in the first place.
NPF Investment Advisors is different. We know investing in today’s volatile marketplace can feel challenging, unpredictable and uncontrollable. We also know that successful investing requires time and patience. We take an active investing approach to help you gain greater control – using our proprietary investment process to hand-pick the right stocks and bonds within the right allocation.
The aim is to build a tailored portfolio that helps you protect and grow your wealth.
Complete Coordination: Your Concierge
We simplify life by partnering with your accountants and legal advisors, handling the time-intensive work to free up your time, and operating as a concierge to tie the pieces together to ensure a complete financial picture.
We are 100% partner-owned and have made it our commitment to ensure that every aspect of our service approach is aligned to advance your best interests: your success is our success.
We know how busy you are and how complicated financial life can be. To make life easier, we operate as your “concierge” – handling time-consuming tasks and coordinating with your accountants, attorneys, insurance agents and other advisors to tie the pieces together. We also ensure open, honest communication and complete transparency at every level, including taking the time to make sure you understand every aspect of your plan and portfolio.
We are always at the ready for you – by phone, email, virtual meeting, and of course in-person at your location or our office in downtown Grand Rapids, where we’ve operated since 1933.