Differentiators

Our Differentiators

NCA Financial Planners is set apart from the competition.

In an industry full of the same, look for the differentiators.

 

NCA prides itself on creating an environment of integrity, high capability, creativity and motivation…but what else sets us apart from other Financial Advisors?

EXPERIENCE COUPLED WITH MULTI-GENERATIONAL ADVISORS

Clients today are looking for Financial Advisors that are not only experienced and knowledgeable but will be around long enough to guide them throughout their entire financial journey. Each of our multi-generational Financial Planning Teams is led by an experienced Financial Advisor with over 25 years at NCA Financial Planners. This structure will give clients both experience and continuity into the future.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

CERTIFIED PUBLIC ACCOUNTANT (CPA)

At NCA, almost every Financial Advisor is a CERTIFIED FINANCIAL PLANNER™ (CFP®) or working to obtain their certification. This is a major accomplishment, considering only 24% of Financial Advisors across the country hold the CFP® designation. CFP®’s must pass a rigorous multi-part exam and are required to complete continuing education annually to maintain their licenses. In addition, a number of Financial Advisors at NCA hold the Certified Public Accountant (CPA) designation. This gives our clients confidence that they are receiving cutting-edge financial planning advice.

FINANCIAL PLANNING TEAMS

Today, clients are looking for continuity and access to their Financial Advisor when they need them. At NCA, we have tackled this issue by creating Financial Planning Teams. This is a benefit to our clients as there are multiple team members familiar with their financial situation and available to help.

CHIEF INVESTMENT OFFICER

Today, clients are looking for real-time investment management. At NCA, we are fortunate to have our own Chief Investment Officer (CIO), which sets us apart from the majority of our independent competitors. He spends his days reviewing current investments and looking for new opportunities to help clients reach their goals and objectives.

GENDER DIVERSITY

At NCA Financial Planners, we care not only about our clients’ financial success, but also their personal well-being. Financial planning is both mathematical and emotional at the same time; therefore, clients today are looking for a Financial Advisor they can connect with. At NCA, we are not only multi-generational, but we have great gender diversity. With 70% of our Financial Advisors being women, we outperform the industry’s overall makeup of only 30% women.

AWARDS

NCA has also been honored to receive many awards.

NATIONAL

NCA has clients in 38 different states and we are looking forward to extending our reach even further.

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