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FINANCIAL | Asset/Financial Management
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Founded Year

1983

About NAPFA

National Association of Personal Financial Advisors (NAPFA) is a professional association of Fee-Only financial advisors who works in the interests of those they serve. It is based in Franklin Park, Illinois.

NAPFA Headquarter Location

8700 W. Bryn Mawr Avenue Suite 700N

Franklin Park, Illinois, 60131,

United States

Latest NAPFA News

The Mather Group, LLC :'s Laura Barnett Lion Joins NAPFA Board

Sep 17, 2021

09/17/2021 | 09:01am EDT Message : *Required fields The National Association of Personal Financial Advisors (NAPFA) recently announced that it has elected three new members to join the NAPFA Board of Directors for the 2021-2024 term, which begins on September 1. Among the new board members is Laura Barnett Lion, Managing Director at The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $7.95 billion in Assets Under Advisement. * Laura Barnett Lion has been a NAPFA member for more than 20 years and believes that NAPFA holds an important position in the industry. Additionally, her 30-year career in financial planning gives her the experience to help steer the organization to continued success. “I plan to continue NAPFA’s push for stronger fiduciary standards, transparency of fees and enabling consumers to search for advice based on those guidelines,” said Laura. “I have deep respect for all that the Association has accomplished and it will be a great privilege to serve on the Board.” “We are fortunate to have such accomplished and dedicated professionals in our community that are willing to serve in this important capacity,” said Geoffrey Brown, NAPFA’s Chief Executive Officer. “We’re excited to welcome these volunteer leaders to the NAPFA Board of Directors and look forward to their contributions in guiding NAPFA’s continued growth and success.” Over her tenure, Laura has served on the 2019 Spring Conference committee, the Leadership Development Committee, and as a member of the South Region Board. “It was deeply gratifying to me to help facilitate friendships for others like those that have benefited me and enriched my professional life so much,” said Laura. “Such relationships between advisors are one of the things that sets NAPFA apart.” “We’re so honored to have leaders like Laura on the TMG team,” said TMG CEO Chris Behrens. “Laura exemplifies the type of commitment and capability that our clients have come to associate with The Mather Group.” More About TMG Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, the Philadelphia Area, and a presence in the San Francisco Bay Area. TMG is a fee-only firm serving primarily high net worth individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $7.95 billion in assets under advisement. TMG’s in-house attorneys, CPAs and other professionals simplify their clients’ lives by providing a comprehensive suite of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themathergroup.com . *Assets Under Advisement (AUA) consists of discretionary, non-discretionary assets and assets that we advise on but do not directly manage as of 8.5.21 More About NAPFA Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee-Only financial planners across the country with some of the highest standards possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 4,100 members across the country, NAPFA is the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. Learn more at www.napfa.org . View source version on businesswire.com: https://www.businesswire.com/news/home/20210917005034/en/ © Business Wire 2021

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