NPF Investment Advisors

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/

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/

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.

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.

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/

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/

We’re proud to share that NPF Investment Advisors has been named a recipient of the 2026 Carol Van Andel Angel of Excellence Award by the Van Andel Institute.

This honor celebrates our long-standing partnership and shared commitment to advancing research that improves the health and lives of current and future generations. We’re grateful to support VAI’s incredible work and to stand alongside so many dedicated advocates making a meaningful impact.

Thank you to the Van Andel Institute for this recognition—we look forward to continuing this important journey together.

Teamwork is often at its best when people naturally come together around a shared challenge—and at NPF Investment Advisors, that challenge often takes the form of a puzzle. 🧩

Whether someone has a few minutes between meetings or wants to jump in and help solve the bigger picture, our community puzzle creates moments of collaboration and connection.

In many ways, financial planning works the same way. It’s not about rushing to the finish—it’s about patience, collaboration, and understanding how each individual piece fits into the whole. When you step back, what once felt complex starts to make sense.

One piece at a time, progress adds up.

NPF Investment Advisors is proud to announce the official launch of the NPF Core Equity ETF (Symbol: NPFE). This milestone represents a significant expansion of NPF’s nearly century‑long commitment to disciplined, research‑driven investment management. With this launch, NPF becomes one of the first investment firms in West Michigan to introduce its own actively managed ETF.

Read more: https://npfinvest.com/npf-investment-advisors-announces-launch-of-npfe-etf-on-cboe-global-markets/

We were honored to welcome the St. Cecilia Music Center team for a Lunch & Learn at NPF. Their dedication to enriching the Grand Rapids community through world-class performances, accessible music education, and community outreach is truly inspiring.

St. Cecilia’s ongoing commitment to making music a powerful force for connection and creativity in our city is work worth celebrating. Thank you for the meaningful impact you continue to make in Grand Rapids — and for sharing your passion with us.

Learn more: www.scmcgr.org