New Canaan, CT (PRWEB) October 9, 2010
HTG Investment Advisors Inc., an independent investment advisory firm, is pleased to announce that Robin Sherwood, principal and chief compliance officer of HTG, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization for fee-only financial planners.
NAPFA membership is open exclusively to “fee-only” advisors – i.e., financial advisors who are compensated directly by their clients. Fee-only advisors receive no commissions or bonuses for recommending specific products. This distinction protects client interests by ensuring that no monetary incentives interfere with the advisor’s fiduciary responsibility. Consistent with the fee-only philosophy, all NAPFA members sign the group’s “Fiduciary Oath” committing to place clients’ interests first.
Additionally, NAPFA membership candidates are rigorously screened through a peer review of a sample financial plan, and, if accepted, must commit to ongoing education requirements.
“I’m honored to be part of an organization that is so committed to client service, excellence in financial planning, and continuous learning,” said Robin Sherwood. “NAPFA’s mission mirrors the clients-first philosophy and high standards that guide our business at HTG.”
“The NAPFA-Registered Financial Advisor designation denotes a real accomplishment,” said NAPFA chair William Baldwin. “We recently surpassed 2,000 members, and are always pleased when we can strengthen our ranks with well-trained, highly committed financial advisors. We welcome Robin to NAPFA.”
“NAPFA’s growth reflects the increasingly important role that qualified, objective, fee-only financial advisors can play in building financial security for individuals and families,” said Tom Gnuse, CEO and chief investment officer of HTG Investment Advisors. “We’re delighted that Robin has earned the NAPFA-Registered Financial Advisor designation, and that she has joined an organization that advances the ethical principles and educational standards that we support for our industry.”
About Robin Sherwood
Robin Sherwood is a principal and chief compliance officer of HTG Investment Advisors, Inc., a leading financial advisory firm in New Canaan, CT. In these roles she develops and implements financial plans on behalf of clients, mentors junior advisors, and participates in the overall management of the firm.
Ms. Sherwood has more than 20 years of financial planning and financial management experience. Prior to joining HTG in 2005, she worked for 15 years as a financial advisor with Westbrook Financial Advisors, and as a financial manager at SmithKline Beckman. A Certified Financial Planner® and NAPFA-Registered Financial Advisor, Ms. Sherwood earned an MBA in Finance from the Wharton School of Business at the University of Pennsylvania, and a BA from Colby College.
Since 1983, the National Association of Personal Financial Advisors has provided fee-only financial planners with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and fee-only compensation. With more than 2,200 members across the country, NAPFA has become the leading professional association in the US dedicated to the advancement of fee-only financial planning. For more information about NAPFA, please visit http://www.napfa.org.
About HTG Investment Advisors, Inc.
HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, HTG is a fee-based, Registered Investment Advisor, and operates under the regulations of the Securities and Exchange Commission (SEC). HTG’s staff of professionals serves over 100 families and manages over $200 million in assets.
HTG’s mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management supported by an array of financial planning services. The firm’s goal is to exceed our clients’ expectations for competence, service and trust. For more information about HTG Investment Advisors, please visit http://www.htginvestmentadvisors.com.