NAPFA Board of Directors Chair-Elect 2023-2024: Joni Alt

Evermay Wealth Management is delighted to announce that Joni Alt, CFP®, EA, Senior Wealth Advisor has been elected by the National Association of Personal Financial Advisors (NAPFA) as Chair-Elect for the 2023-2024 term. 

NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve. NAPFA has developed high standards in the field and each advisor signs and renews a Fiduciary Oath every year.

Joni has played an active role in NAPFA for many years. She was previously President of the board of the NAPFA Northeast/Mid-Atlantic Region and was elected to a three-year term on the NAPFA Board of Directors in 2021. Her dedication to fee-only, fiduciary principles align perfectly with NAPFA's mission to empower financial planners with resources, training, and a network of professionals committed to the highest standards of client service. 

Joni is a vital part of Evermay, guiding clients with wisdom and integrity. Her passion for financial education extends beyond our firm, as she actively engages in various community initiatives and philanthropic efforts that resonate with her values. Her commitment to ethical practice, client-focused solutions, and industry innovation has earned her this well-deserved honor.

Please join us in congratulating Joni for this prestigious recognition. Her election as Chair-Elect for NAPFA's 2023-2024 term reflects not only her individual expertise but also our shared dedication to advancing the wealth management profession. We are proud to support Joni in this new chapter and look forward to witnessing her continued impact in our profession.


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