Aug 28

Northwest Financial Advisors Celebrates Twenty-Five Years of Partnering and Planning with Purpose

Herndon, Va. — Northwest Financial Advisors (NWFA) today announced that the firm recently hit a major milestone in reaching its twenty-fifth anniversary.

Northwest Financial Advisors is a subsidiary of NW Capital Management (NWCM), a wholly owned subsidiary of Northwest Federal Credit Union (Northwest Federal). The company was established as a credit union services organization (CUSO) in June of 1995 to offer Northwest Federal members access to trusted investment and insurance services. It went through several name iterations prior to selecting the name Northwest Financial Advisors in 2014. Shortly thereafter, the firm introduced a new slogan, “Partnering and Planning with Purpose.” The company name and tagline reflect the primary focus of its services: providing qualified, reputable advisors who, working in close partnership with their clients, offer advice and guidance pertaining to a wide range of wealth management needs — from investment portfolio management to retirement income planning to estate planning.

Kevin Fisher joined the company in October of 2005 as vice president and was promoted to president in July 2007. “When I started with the firm, we were a small operation with only three advisors and a few support staff to serve the credit union membership,” said Fisher. “I’m amazed and proud of how much we have grown since then, both in the size of our team and the amount of client assets we manage — from approximately $200 million in assets under management (AUM) in 1995 to $1.6 billion in AUM as of June 2020. I want to wholeheartedly thank our clients who have entrusted us with managing their assets for so many years. Without our clients, we would not be here today. Servicing and satisfying our clients is really what it is all about,” said Fisher.

Karen Benedict, senior VP of NWFA since February 2014 said, “I am excited to celebrate this anniversary which clearly demonstrates our longevity in the wealth management industry. I join Kevin in my sincere appreciation of our clients whom we have had the privilege of serving for so many years. Through both ideal and challenging market conditions, their trust in us has not wavered. We are pleased to share this important milestone with them.”

NWFA has grown from three financial advisors in its earliest years to a team of 11 in 2020. With this growth in staff came the capability to serve members through multiple Northwest Federal branch locations. In addition to in-person and telephone appointments, the firm now offers virtual appointments, ensuring consistent service through remote work capabilities.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for nearly a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 5 investment program among its bank and credit union programs combined in 2020.* Visit www.nwfllc.com for more information.

 

*Rankings based on total production among all LPL Financial Institution Services (FIS) advisors through June 30, 2020.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured By NCUA or Any Other Government Entity.  /  Not Credit Union Guaranteed.  /  Not Credit Union Deposits or Obligations.  /  May Lose Value.

Recent Articles

Jun 17

Bank Investment Consultant Names Senior VP Karen Benedict a 2019 Top 30 Program Manager

Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.

Mar 18

In response to COVID-19, our team is working remotely to provide you with continued and uninterrupted service <MORE>

 

To our valued clients and others who may be concerned:

In light of the coronavirus (COVID-19) situation, we would like to assure you that we are taking steps to minimize any potential impact to our clients, employees and others in the interest of everyone’s safety and wellness. 

This event, first and foremost, has all of us focused on the protection and health of our families, friends and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.