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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
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CONTRIBUTED STORIES
  • AT Think Financial plans: Review, revise, repeat

    Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

    November 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Operating a family office

    Serving a single family can be a complex — but profitable — niche.

    August 23
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Competing interests in financial planning

    The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

    July 25
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Serving your client’s entire family tree

    It’s important to have intergenerational conversations with clients and their families.

    August 2
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think Advisors, assemble!

    Staffing and compensating a financial planning practice starts with the right model.

    March 26
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • AT Think The financial planner in times of trouble ...

    In volatile markets, client education and constant communication are ke

    November 29
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • Wealth Think The new law puts taxes at the center of planning

    Helping clients navigate the complexities of tax reform is even more of a priority.

    September 18
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • Wealth Think The new law puts taxes at the center of planning

    Helping clients navigate the complexities of tax reform is even more of a priority.

    September 14
    John P. Napolitano
    John P. Napolitano
    Napier Financial
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.