NFO has a transparent and straight forward fee structure, where advisors truly make decisions that are best for the client without any conflicts of interest from selling company products or pushing investments that offer additional revenue for the advisor. NFO's unique membership model includes all financial advisory services for a fixed monthly membership fee. Tax services and basic estate planning are also included with the NFO membership, which many financial advisory firms either do not offer or charge additional fees for the services.
As a CPA with over two decades of finance, accounting, and investing experience, I have always felt that I had a unique skill set that would provide me an opportunity to help others with their financial needs. I often hear from friends and family "I want to improve my financial situation, but I don't even know where to start!" I also believe understanding the relationship between accounting and finance is incredibly important. For example, if I invest in Option "A", do I understand how it will impact my tax situation? If I'm giving away 30-40% of my return to taxes is it really the best investment for me? On the flip side, I don't want to rely on an accountant to give me advice on my investments and portfolio allocation strategy. Having an advisor that understands both is invaluable for helping the client make the right decision.
Additionally, I strongly believe that an advisor that receives no direct financial incentives from the advice given is the best business model to follow and results in always putting the clients first. With all this in mind, I created a company that stays true to my principles and will make a difference in other people's lives.
Mark Nelson, Founder and President, RIA, CPA, MBA
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