NAPFA NEMA Region Symposium 2026

June 4-5, 2026 · Philadelphia, PA

NAPFA runs regional symposiums alongside its two national conferences, and the Northeast/Mid-Atlantic (NEMA) event serves the fee-only community from Virginia through New England. Regional scale keeps the group small enough that sessions stay conversational.

Who attends

NAPFA-registered fee-only advisors and their firms across the Northeast and Mid-Atlantic, from solo practitioners to established multi-advisor RIAs, plus vetted vendors serving the fee-only channel.

What was on the agenda

• Technical planning across tax, retirement and estate

• Investment strategy and portfolio construction

• Practice management for fee-only firms

• Continuing education toward NAPFA and CFP requirements

Why fee-only economics make operations the constraint

A fee-only firm has no product revenue to absorb operational inefficiency. Every hour spent reconciling data between the custodian, the CRM and the planning software comes directly out of capacity, and as a firm grows past a handful of advisors the manual plumbing that once worked quietly becomes the ceiling.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.

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