The majority of our advisors are Certified Financial Planners, and they each bring a different set of skills and insight to the table-which is why they're at the table. We value the work and expertise that every member of our team contributes, and we think you will, too.* I was never under any illusion that I knew everything.
But what I knew very early in my career is that in this industry you do not have to go at it alone-and you really shouldn't. I invested early and often in the people I knew were smarter, and had strengths where I didn't. The team has grown exponentially, and the only thing that has surprised me is that they're even more skilled and impressive than I'd imagined.
But what I knew very early in my career is that in this industry you do not have to go at it alone-and you really shouldn't. I invested early and often in the people I knew were smarter, and had strengths where I didn't. The team has grown exponentially, and the only thing that has surprised me is that they're even more skilled and impressive than I'd imagined.
Services
One of our most powerful tools isn't just part of the Microsoft Suite: It's our capacity for empathy. And it's more than a tool-it's a way of being, something we practice. While we don't know what it's like to be you, we know what it feels like to be worried and vulnerable, or proud and excited. We know the threat of losing, and the grief of having lost.
They want to ensure they're making the best possible decisions for themselves and their families;. Every decision you make, including who to trust for advice, has the potential to do more than you think. Choosing the team to trust with your future is not a small one. It has the power to influence not only how you feel now, but can also exponentially impact the way your future plays out.
While anyone can hire more people, we know that a team of leaders must continue to evolve and grow or it won't be leading for long. If we want to continue to lead our industry, we need to train our replacements. We see it as our job to cultivate the next generation of talent so that our clients enjoy uninterrupted support and fulfilling relationships for decades to come.
Below you'll find a selection of the accolades we've received over the years for our work in the financial services industry.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NCA is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NCA is engaged, or continues to be engaged, to provide investment advisory services.
For us, a team is not just about how many people we have, but about how we interact, support, and work with each other--and with you. We don't just function as a team among ourselves; we're your team, and we demonstrate that through our service to you. We start things off with a brief phone call with one of our team members to learn more about you, gather some basic information, and answer your questions, too.
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