About NFA Wealth Management
What makes us unique
More Than Financial Products… A Lot More: Because we are independent (we are not employees of one financial company) we have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to deliver customized advice and strategies for our clients. We prepare comprehensive financial plans so we truly understand the financial needs, concerns, and future goals of our clients. Products are the commodity in this industry. The service - our service - is a differentiating experience.
Living Library of Expertise: At NFA, we have something unique to the financial services industry. We have assembled what we call, “The NFA Living Library.” It is a true human library of financial services professionals with specific expertise and knowledge in all areas of the financial services industry. Our goal is to provide our clients with the most qualified people and resources to help design financial strategies from the simple to the most complex. We are an organization of specialists, not generalists.
We Are Not Busy Selling, We are Busy Serving: Some advisors are busy selling something. We are busy serving the best interests of our clients – even if it doesn’t change our bottom line. We provide the deep service that our clients need - first and always.
We Represent the Client (not a company): We are not owned by a bank or an insurance company. We do not have proprietary products that we are required to offer or sell. All of our operations are regulated, but our available products and strategy selections are open to the determination of the best available for our clients. We represent you!
No to Buy and Hold: We believe in tactical asset management that takes into account the changing market, your income needs, and your goals. We do not believe in a “set it and forget it” strategy for investment management. Our professionals focus on active asset management and portfolio design.
We take a team-based approach to financial services. Our comprehensive financial plans are not developed in a silo by one financial advisor. We take a team-based approach to preparing financial plans for businesses as well as financial plans for individuals. Our team takes a look at the overall financial picture of each client, combining business and personal, and we incorporate our specialists as necessary to complete true comprehensive financial planning. We know that without a comprehensive financial plan, the financial strategies will often be incomplete.
A Second Opinion (and a Third, Fourth and Fifth): We are big believers in second opinions for your major financial decisions. That is why all of the important issues presented to an advisor at NFA will receive the unique benefit of having our NFA team of specialists weigh in for a consensus decision. When you work with one advisor at NFA, you have the benefit of working with many.
Advisor of Advisors Concierge Service: For many of our business owner and top executive clients, we provide a unique concierge level service that coordinates all of the professionals you have on your team to maximize their efficiency and results. We take the time to create one master financial plan and then act as the CFO for oversight and implementation of the plan. It is an “advice only” service designed to coordinate the efforts of your financial advisor, attorney, CPA firm, and insurance agent based on one overall plan. We do not supersede relationships already firmly in place. We monitor and coordinate all the advisors on your behalf so that everyone is working together towards your goals.
Transparency: Before making any changes or commitments, we will disclose all advantages and disadvantages of any and all recommendations, your costs, and our compensation. Our operation is and always will be transparent.