Wilsonville, OR Office

Updated today

NW Advisory

Supported

Firm-wide stats for NW Advisory

Total advisors

Across 2 offices

Clients per advisor

131 Very High

Avg AUM per client

$286,071 Very Low

HNW client ratio

100% Very High

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.

Based on NW Advisory

Expertise

General estate planning guidance

Based on NW Advisory

Location

Wilsonville OR

Advisors at this office

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

View complete list of advisors at this office

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