Simplifying
Your Journey

Personal Value Stack

We have worked with purpose and passion since 1933

to cultivate our mastery and experience, build our knowledge base, and hone our skills and disciplines to advance the best interests of 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 goals.

Importantly, we do it all at one transparent fee - and we start our relationships at $1,500,000 to ensure the highest level of personal attention, service and focus on you.

Tailored Planning: Your Blueprint

We enrich lives by executing smart, skillful planning to simplify complexities, achieve your goals and help you free your time to enjoy what matters most in your life.

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 ensure 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 your scenarios and analyze different approaches to design your plan.

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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.

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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, by email, by virtual meeting, and of course in-person at your location or our office in downtown Grand Rapids, where we’ve operated since 1933.

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