Important Disclosure
Comprehensive Financial Planning Services, Inc. ("CFPI") is a registered investment advisor, located in East Petersburg, Pennsylvania offering investment advisory services.
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Comprehensive Financial Planning, Inc. has been named to the prestigious 2025 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million for the year. The time period considered for this award was 2023 & 2024. The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.
A fee was not paid by the investment advisory firm to be featured in this article or for any ranking or recognition.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.