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NW Advisory

Updated today

Client assets under management

$74,664,633

Clients

261

100% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

131

Very High

Average account size

$286,071

About

NW Advisory, LLC provides ongoing investment management and financial planning services to individuals and high net worth individuals, offering both discretionary and non‑discretionary portfolio supervision. The firm also offers estate planning education and coordination, using third‑party software to help clients organize information while encouraging engagement of legal counsel for document preparation.

The firm follows long‑term investment strategies designed to align portfolios with client goals, risk tolerance, and time horizon, with accounts reviewed on an ongoing basis and periodically rebalanced as appropriate. NW Advisory recommends that client assets be maintained with independent qualified custodians and does not itself maintain custody of client assets.

Distinctive elements in the brochure include insurance activities: the firm’s principal is licensed as an insurance agent and the firm may sell insurance products separately, with commissions disclosed as a potential conflict of interest. The combination of direct insurance sales and formal estate planning education/coordination, along with coordination with outside attorneys and referrals from other professionals, differentiates its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Insurance advice & estate planning assistance

Expertise

General estate planning guidance

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Fee options

Percentage

Charged quarterly in arrears as a percentage of assets under management (specific rate not stated)

Commissions

Commissions may be received for insurance product sales; insurance services are offered separately from advisory services

Main office location

NW Advisory

Wilsonville OR, United States

Number of offices

1

Most active in

Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John O

Series 63, Series 65

Eugene, OR

NW Advisory

John Oeming is a financial advisor with NW Advisory in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Aegis Capital Corp and CommonWealth Financial Network, as well as operating The Oeming Group. Outside of advisory work, he is involved in fixed insurance sales. NW Advisory provides ongoing investment management and financial planning services primarily to individuals and high net worth clients. The firm employs long-term investment strategies aligned with client goals and emphasizes estate planning education through third-party software, while recommending that client assets be held with independent custodians.

General estate planning guidance
user avatar

Nathan O

Series 63, Series 65

Wilsonville, OR

NW Advisory

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

General estate planning guidance
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