NPF Investment Advisors

10/13/2026

Got an ESOP? Early retirement may be closer than you think.

West Michigan is home to many employee-owned companies, and that community continues to grow. For ESOP participants thinking about what comes next, NPF Investment Advisors is here to help you navigate your options and plan for retirement with confidence.

Your ESOP can be a powerful part of your retirement story. Let’s make sure you have a plan for it.

Download our free ESOP Early Retirement Blueprint: https://npfinvest.com/esop-early-retirement/

10/08/2026

Proud to support St. Cecilia Music Center!

Huge shout out to NPF Investment Advisors

NPF Investment Advisors generosity has continued to help us in our mission to promote the appreciation, performance and study of music. Thank you!

10/07/2026

Welcome to NPF, Liz Valliere!

Liz joins our team as a Client Relationship Manager with more than seven years of financial services experience and a commitment to providing top-notch client service. We’re excited to have you on the team, Liz!

10/05/2026

When does investing become about more than building wealth?

At some point, the question shifts from “How much do I need?” to “What is enough?” Enough to retire well, care for those you love, give generously and make an impact with what you’ve been given.

On November 18, NPF Investment Advisors’ Dave Hodge, CFA, CFP®, will speak at the Catholic Business Leaders Forum about investing with faith and purpose, thoughtful stewardship and creating a legacy for generations to come.

Learn more and register here: https://catholicfoundationwmi.org/cblf/

09/01/2026

Is your company employee-owned? Did your ESOP Annual Notice arrive recently?

Don't toss it in a drawer.

For many employees, their ESOP account is one of their largest retirement assets, yet the annual notice is often overlooked. That document can provide valuable insight into your ownership stake, account value, vesting status, and future retirement income.
Understanding what those numbers mean today can help you make smarter decisions about retirement tomorrow.

Read our latest article to learn why your ESOP Annual Notice deserves a closer look:
https://npfinvest.com/your-esop-annual-notice-what-it-means-for-your-retirement/

07/09/2026

Could a $1,000 investment at birth become a six-figure retirement asset?

The new Section 530A account (Trump Account) provides eligible children born on or after January 1, 2025, with a $1,000 government-funded contribution to help jumpstart long-term investing.

The real opportunity isn't the initial deposit—it's the power of decades of compounding and the chance to teach lifelong investing habits from an early age.

Learn more in our latest article: https://npfinvest.com/the-trump-account-a-retirement-strategy-that-begins-at-birth/

06/18/2026

Last night, the women of NPF headed to the Grand Rapids Civic Theatre to see Legally Blonde. 💖🎭

As a proud sponsor of Civic Theatre, we love supporting the arts in our community—and it’s even better when we get to experience that creativity together. The performance was smart, funny, and full of heart… proving once again that confidence, hard work, and a little pink can go a long way.

05/19/2026

Our team is growing, and we’re excited to welcome two individuals who bring deep experience and a shared commitment to our clients.

Allen Tran joins us as a Client Relations Manager. With five years in retail banking and a deep familiarity with our downtown Grand Rapids community, Allen brings a thoughtful, people-first approach to client relationships. He's guided by integrity and a genuine belief that strong connections lead to better outcomes for everyone.

Marcia Force joins us as Operations Manager, bringing nearly 30 years of investment operations experience. Her background includes portfolio management, compliance, and office management. Her passion for building clean, efficient systems that empower everyone in the firm — and every client we serve — makes her a perfect fit for our team.

We're thrilled to have Allen and Marcia on board. Learn more about our team at npfinvest.com/team.

05/15/2026

Are you managing investments—or coordinating a full financial strategy?

As careers, income, and priorities evolve, so should your approach to financial planning. Here’s how to know when it’s time for the next step.

Read more: https://npfinvest.com/its-time-to-take-the-next-step-with-your-financial-plan-2/

05/12/2026

What does it really look like to make it work as a professional woman today?

Lauren DeHaan Brennan, Investment Advisor at NPF Investment Advisors, will be serving on a panel at the ATHENA Leadership Forum on June 23, contributing to a thoughtful conversation on navigating career growth, financial confidence, leadership, and life with intention.

Learn more and register here: https://grandrapids.org/event/athena-leadership-forum-6-23/