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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
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CONTRIBUTED STORIES
  • AT Think What goes up … : Preparing clients for market downturns

    Financial planners need to plan in advance for the inevitable turn to the bears.

    May 31
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Your financial planning practice: Buy, sell or hold?

    Picking the PFP model that fits a firm best requires some self-knowledge.

    May 1
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The softer side of managing wealth

    What you know isn’t as important as who you know – your clients

    March 24
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Taking time for more: Maximizing PFP opportunities during tax season

    This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

    March 3
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • Financial planning
    Planning your departure

    Create a well-thought-out succession plan for your wealth management division that will benefit your family, staff, clients and suppliers.

    By John P. Napolitano
    February 3
    AT-020217-65population.png
  • AT Think 2017 in wealth management: Top trends in the coming year for financial planners

    Like everything else in our world, change is about to happen both more quickly and more frequently in the planning world.

    December 30
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • Financial planning
    The Path to Planning Success

    Key best practices in running a PFP practice

    By John P. Napolitano
    November 28
  • Financial planning
    When You’re Not the Planner

    Finding the right financial advisor for your clients

    By John P. Napolitano
    August 20
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.