Independent Financial Planner & Registered Investment Advisor
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About Us

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Inflation is when you pay fifteen dollars for the ten dollar haircut you used to get for five dollars when you had hair.

-- Sam Ewing

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FPA
NAPFA
Fee only

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Resources/Links

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Fidelity
FNI client accounts are held through Fidelity Institutional Wealth Services.
www.fidelity.com

Morningstar
Morningstar is known for providing in-depth analysis of stocks, bonds, mutual funds and other financial products.
www.morningstar.com

Dimensional Fund Advisors (DFA)
DFA mutual funds are only available through qualified financial advisors. An overview of the company, its philosophy and the funds it offers can be found on the DFA web site.
www.dfaus.com

PIMCO
PIMCO is a large, global mutual fund company. FNI advisors often use PIMCO fixed income funds to create part of a diversified portfolio. Information about PIMCO funds can be found on its web site.
www.pimco.com

National Association of Personal Financial Advisors (NAPFA)
NAPFA is an organization of fee-only financial planners. FNI advisors are members of NAPFA and adhere to the organization’s core values. The NAPFA web site provides consumer education and now offers free monthly webinars.
www.napfa.org

Financial Planning Association (FPA)
The FPA is the largest organization for financial planners. FNI advisors are also members of FPA. The FPA web site includes a consumer information section that covers multiple financial planning topics.
www.fpanet.org