A complete list of active advisors currently associated with Northwest Financial Advisors LLC

Warmer can help you find a great advisor at Northwest Financial Advisors LLC or one who fits your needs even better.

Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and business entities. The firm delivers customized portfolio management and broader planning advice, and coordinates or refers clients to accountants, attorneys, trust companies and other specialists as needed. NWFA follows a long‑term, asset‑allocation‑driven approach, assigning clients to an investment adviser representative who tailors allocations based on time horizon, risk tolerance and objectives. The firm implements strategies primarily through LPL Financial custodial programs (SWM, MWP, OMP, MAS, GWP) and recently adopted LPL’s Outsourced Chief Investment Officer (OCIO) program to support portfolio oversight, manager due diligence and model optimization while retaining adviser discretion. The brochure discloses that NWFA is a separately capitalized company indirectly owned by Northwest Federal Credit Union and that affiliated entities — including a broker‑dealer and an insurance agency — may provide banking, brokerage, tax and estate‑planning related services, a structure that differs from many peers. It also notes that a number of supervised persons are dually registered with LPL and that relationships with LPL (including transition assistance and other payments) and affiliated entities can create potential conflicts of interest clients should consider.

To learn more about the advisors currently working at Northwest Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.