A complete list of active advisors currently associated with NPF Investment Advisors

Warmer can help you find a great advisor at NPF Investment Advisors or one who fits your needs even better.

NPF Investment Advisors provides financial planning, portfolio management, and consulting to individuals (including high-net-worth clients) as well as institutional clients such as foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm also serves as the investment adviser to the NPF Core Equity ETF, which it launched in March 2026, in addition to managing separately tailored, discretionary client portfolios. The firm develops individualized investment policies based on each client’s objectives, risk tolerance, time horizon, and tax considerations, and it typically manages accounts on a discretionary basis with ongoing monitoring and quarterly reporting. NPF uses fundamental security analysis and conventional asset-allocation strategies for managed accounts, while the firm’s ETF is run to provide broad equity exposure rather than bespoke client-level customization. Noteworthy distinctions include the firm’s dual role as a sponsor/manager of its own ETF and its disclosure of personnel registrations with the fund distributor, practices that are less common among peers. The brochure also discloses arrangements that are atypical for multi-team firms—payment of third-party solicitor referral fees and an internal employee referral bonus program, use of client testimonials in advertising, and constructive custody features such as fee-debit authority and standing transfer authorizations—along with use of third-party services for retirement-plan account management and proxy-claim recovery.

To learn more about the advisors currently working at NPF Investment Advisors, 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.