About NFA Wealth Management

Who is NFA

The NFA Wealth Management was established with the goal to protect, preserve and accumulate wealth for clients and advisers. NFA Wealth Management is focused on investment management, financial planning and insurance strategies for individuals, families and businesses. By using a unique model to deliver advice and programs, NFA Wealth Management is able to address our clients’ ever changing needs. The organization is filled with financial advisors and back office staff that serve clients in 40 states throughout the United States.

Although the NFA Wealth Management has only existed in its present form since 2007, our organization actually has much deeper roots. Joel Swinehart founded his insurance business in 1974 and Bob Wagner founded his in 1981. Those two, along with Reagan Wagner, combined forces in 2007 to create what is today called, NFA Wealth Management.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor.  Strategic Financial Concepts, LLC and NFA Wealth Management are separate entities from LPL Financial.  The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Hawaii (HI), Illinois (IL), Iowa (IA), Kansas (KS), Louisiana (LA), Massachusetts (MA), Maryland (MD), Missouri (MO), Mississippi (MS), Montana (MT), Nebraska (NE), New Jersey (NJ), New Mexico (NM), New York (NY), Nevada (NV), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Puerto Rico (PR), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Washington (WA), Wisconsin (WI)

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