Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals become a reality.

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At NPA Financial, LLC, our mission is to dramatically impact the lives of others through personalized financial guidance and long-term planning strategies. We work closely with individuals, families, professionals, and business owners to help them navigate important financial decisions with confidence and clarity.

With offices serving clients throughout Vermont, New Hampshire, Maine, Connecticut, and Upstate New York, our team provides a relationship-driven approach focused on understanding your unique goals, priorities, and vision for the future.

We offer a comprehensive portfolio of financial services and insurance solutions designed to help protect what matters most today while building financial security for tomorrow. Whether you are planning for retirement, growing your business, protecting your family, or creating a lasting legacy, our experienced advisors are here to support you every step of the way.

At NPA Financial, we believe successful financial planning starts with trust, personalized strategies, and a commitment to helping our clients pursue lasting financial confidence.

Our Clients

Entrepreneur & Executive

Portfolio and Risk Management

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Peak Career Professionals

Wealth-Building Education and Strategies

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Pre-Retirees & Retirees

Strategies for Every Phase of Retirement

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Women & Families

Understanding your Unique Needs and Values

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Our Approach

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone.

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Wealth Management

Portfolio construction and risk management.

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Peak-Career

Wealth-building strategies for professionals.

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Estate Strategy

Strategies for every phase of life.

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Work With the Best

No matter how complex your investing situation is, we can help.

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Get Your Financial Journey Started Today

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our firm's success.

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.

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Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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