A complete list of active advisors currently associated with N.N.A.I.A

Warmer can help you find a great advisor at N.N.A.I.A or one who fits your needs even better.

N.N.A.I.A. provides modular financial planning and consultative services to a mix of entities — including trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations, and some individuals — and also prepares plans for unaffiliated advisers. The firm does not directly manage client investment portfolios; instead it refers clients to third‑party advisers and participates in fee‑sharing arrangements with those advisers. The firm charges fixed or hourly fees for financial planning and does not rely on percentage‑of‑AUM or performance‑based fee models, nor does it take discretionary portfolio management for client accounts. After recommending a third‑party adviser, N.N.A.I.A. monitors the adviser’s alignment with client objectives but does not custody client assets or vote proxies for accounts it refers. Compared with peers, N.N.A.I.A. is notable for operating primarily as a planning and referral practice rather than a traditional AUM‑based portfolio manager and reports advising on roughly $176.6 million while maintaining a small, two‑advisor team. The firm also uses solicitor and accounting referral arrangements and discloses an ownership interest in an entity that establishes captive insurance arrangements, which it treats as separate from its advisory clients.

To learn more about the advisors currently working at N.N.A.I.A, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.