Our Alliances


Jordan & Company, CHTD

Jordan & Company Certified Public Accountants
JORDAN & COMPANY was established in 1941 and is a leading certified public accounting firm serving clients throughout the U.S. from their Pocatello, Idaho office. The Naarden investment advisor reps are also accountants so you can rest assured our experience as tax experts at Jordan & Company is an invaluable asset to our clients’ long-term financial plans. Combining our tax knowledge with access to additional experts at Jordan & Company has allowed us to better direct our clients toward achieving their most valued goals.

The BAM Alliance

The BAM Alliance
Naarden Wealth Management is a proud member of the BAM ALLIANCE, an active community of more than 140 independent wealth management firms throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Collectively, BAM ALLIANCE wealth management firms represent over $25.7 billion in collective assets as of September 30, 2015.

Dimensional Fund Advisors

Dimensional Fund Advisors LTD
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

Charles Schwab

Charles Schwab logo - Own Your Tomorrow
Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.

Fidelity

Fidelity Investments
Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Naarden Wealth Management clients.