The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the 9/28/2012 edition of the Washington Business Journal.
About Krekeler Brower Wealth Advisors
Krekeler Brower Wealth Advisors is a boutique wealth management firm located in Old Town Alexandria, Virginia. The Krekeler Brower value proposition is simple; we provide comprehensive wealth management services complemented by a uniquely personalized client experience. As an independent wealth management firm, we have the ability to offer our clients access to the entire spectrum of investment options without bias. We do not work for a large institution, we work for you. At Krekeler Brower we employ sophisticated financial planning and modeling software in conjunction with years of experience to analyze and interpret your individual situation and create a detailed financial plan tailored to your goals.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial.