Date: March 2025

In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA, Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member.

Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds community for all involved. Alt shares why she joined NAPFA 15 years ago – and why she continues to be a member. She also talks about the fiduciary standard, effective communication and education, and the importance of making a difference in other people's lives.

In a nutshell:
-    The 2025 NAPFA Spring Conference: who should attend and why
-    Benefits of being a NAPFA member and how serving in leadership roles pays off
-    The fiduciary standard and why it should be an important consideration when selecting a financial advisor
-    Effective communication with clients and why the firm provides the services it does

Joni Alt, CFP®, EA
Joni Alt, CFP®, EA, is a financial advisor dedicated to helping clients achieve their financial goals through personalized planning and guidance. With more than 30 years of experience in financial services, she focuses on addressing the unique financial challenges women often encounter, helping her clients build clarity and confidence in their financial lives.

Alt began her career at Charles Schwab & Co. and later served as Director of Financial Planning and Advisor at other firms before joining Evermay Wealth Management in 2021.

Active in professional organizations, she served on the National Association of Personal Financial Advisors (NAPFA) Board of Directors for the 2021-2024 term and will serve as Chair in 2024-2025. She is also a member of the National Association of Enrolled Agents and the Financial Planning Association.

Alt earned a B.A. from West Virginia University and a B.S. in Accounting from George Mason University. She is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.

Learn more at www.EvermayWealth.com