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John P. Napolitano
johnnapolitano110.jpg
Job title
Founder and CEO
Company/organization
Napier Financial
AT Think
About

As founder and CEO of Napier Financial, John Napolitano, CPA, PFS, CFP, RLP, is a practicing financial advisor with approximately three decades of experience, working with families and small businesses to provide proactive guidance to help them make sound financial decisions. Prior to founding Napier Financial (formerly U.S. Wealth Management), he led Napolitano & Co., an accounting firm serving small and midsized businesses as well as high-net-worth individuals. In 1992, he separated Napolitano & Co.’s wealth management operations from its accounting business, establishing U.S. Wealth Management as an independent firm. A well-known financial advisor, writer, instructor, broadcast commentator and noted authority on financial planning within the financial community, Napolitano holds a B.S. in Accounting from Bentley University, as well as an M.S. in Taxes from Bentley’s McCallum School of Business. He currently serves on the Advisory Board for Bentley University’s graduate programs in taxation and financial planning, and has been a member of the Board of the Financial Planning Association of Massachusetts for the past 10 years, serving as president in 2012 and as chairman for 2013.

Areas of expertise
Client strategiesWealth managementFinancial planning
Connect with John in real-time
  • About John
  • linkedin johnpnapolitano
CONTRIBUTED STORIES
  • AT Think A year-end like no other

    With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

    November 24
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Finding a better model for a financial planning program

    It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

    October 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Paving the ramp for a smooth exit

    You have five years to get your business-owner clients ready to leave.

    September 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Growing wealth management in a pandemic

    The right communication strategy and strong deliverables are key.

    September 9
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think New tricks for old clients

    Aging clients require a different set of eyes.

    July 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • Financial planning
    Filling the gaps in a client's financial plan

    To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

    By John P. Napolitano
    June 30
    Erasing mistake on a tax return
  • AT Think An outsourced family CFO

    Could your accounting firm thrive as a multifamily office?

    May 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think What type of firm are you?

    Difficult times hold up a mirror to your practice. What will you see?

    April 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Staffing a wealth management practice

    The financial planning or wealth management business is still evolving into a profession that can be broadly respected and somewhat consistent from practice to practice.

    March 31
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Marketing is not a four-letter word

    Some simple steps firms can take right now to make a stronger first impression

    March 4
    John P. Napolitano
    John P. Napolitano
    Napier Financial
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