Northwest Financial Group, LLC

Northwest Financial Group, LLC Mission Statement: To help our clients reach and protect their financial security through education, communication and exceptional personalized service.

Financial services firm serving Corvallis and beyond with comprehensive financial services including financial planning, wealth management, estate planning, and more. Northwest Financial Group is an independent financial services firm in the Willamette Valley serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Vision Statement: Our

goal at Northwest Financial Group is to be your most trusted advisors by helping you make the best strategic decisions in all aspects of your financial lives. Value Statement: At Northwest Financial Group we build relationships with our clients based upon compassion and integrity. What is important to our clients is important to us, and we treat them the way we would want to be treated. First and foremost, we listen. We listen because we want to know what our clients care about most. Based on this information, we put together a plan using disciplined financial planning and investment processes. Together, with our clients, we monitor and adjust this plan around their needs. This ensures we do our best to take care of them along the way with seamless, proactive service. We invite you to look at Northwest Financial and discover the value of working with us.

• Securities, Asset Management and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org and www.sipc.org. Financial Planning offered through Financial Advocates Advisory Services, a Registered Investment Advisor. Financial Advocates Advisory Services, Northwest Financial Group and LPL Financial are separate entities.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/10/2026

When you build a great team, you still need someone to pull it all together.
Let us Quarterback for you!

Retirement planning isn’t about finding one perfect answer—it’s about making thoughtful choices that reflect your priori...
07/10/2026

Retirement planning isn’t about finding one perfect answer—it’s about making thoughtful choices that reflect your priorities, values, and goals. Every decision involves tradeoffs, from spending today versus saving for tomorrow to balancing flexibility with long‑term security.

Understanding those tradeoffs can help you make more informed decisions and build a plan that works for your unique situation.

If you’re thinking about your next retirement planning move, our team is here to help you evaluate your options and navigate the decisions ahead. Reach out to start the conversation.

When you plan for retirement, it may seem like you're searching for answers - but what you actually end up doing is balancing tradeoffs.

07/06/2026

A lot of experts and no connecting plan is like a kitchen with no chef: It doesn't work.

Let us help you connect the dots

Open conversations about inheritance can be difficult, but they’re often one of the most meaningful gifts you can give y...
07/03/2026

Open conversations about inheritance can be difficult, but they’re often one of the most meaningful gifts you can give your family.

Discussing your wishes, values, and intentions today can help create greater understanding and reduce uncertainty in the future.

Our latest blog explores how thoughtful conversations can help families navigate inheritance planning with more clarity and confidence.

Read more: https://nw-financial.com/open-conversations-lead-to-lasting-legacies-discussing-inheritance-with-your-children/

Have questions about how inheritance planning fits into your overall financial strategy? Reach out to our team—we're always happy to help start the conversation.

In observance of Independence Day, our office and the financial markets will be closed on July 3.We wish you a safe and ...
07/03/2026

In observance of Independence Day, our office and the financial markets will be closed on July 3.

We wish you a safe and enjoyable holiday!

We are honored to share that our leader's name, Travis Gray, will be featured on the hood of the #71 NASCAR Cup Series ...
07/03/2026

We are honored to share that our leader's name, Travis Gray, will be featured on the hood of the #71 NASCAR Cup Series car driven by Michael McDowell and sponsored by Delaware Life, honoring Veteran Advisors in our industry. The car will race at Chicagoland Speedway in Joliet, IL on Sunday, July 5th, and he is proud to stand alongside fellow Veteran Advisors being recognized for their service and dedication.
Make sure to tune in and catch Travis' name flying around the track! 🏁🏎️


This month’s What’s Happening In Your Wallet breaks down the key forces shaping everyday finances—inflation, the job mar...
07/02/2026

This month’s What’s Happening In Your Wallet breaks down the key forces shaping everyday finances—inflation, the job market, consumer spending, and the Federal Reserve’s latest decisions. Together, these trends help explain why costs still feel elevated and why interest rates remain high.

Understanding how these factors connect can help you make more informed decisions about spending, saving, and planning ahead.

If you’d like to talk through what these updates may mean for your personal financial plan, now is a great time for a check‑in:
https://tinyurl.com/yj3jrzs6

07/01/2026

Structuring generosity is protecting legacy!

If you have assets to pass on and questions how, we are happy to help.

Northwest Financial Group is pleased to introduce its newest team member! Congratulations to Client Service Associate Ly...
06/30/2026

Northwest Financial Group is pleased to introduce its newest team member! Congratulations to Client Service Associate Lydia Kliewer and her husband Robert on the birth of Theodore Clay, born June 18th. Welcome to the world little one!

06/30/2026

Two very different people, One shared worry.
If you have similar questions, contact us to chat with Travis or another of our advising staff.

Address

310 NW 7th Street
Corvallis, OR
97330

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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