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.

Are stock valuations really too high—or just misunderstood? While the S&P 500 looks expensive at first glance, today’s e...
06/02/2026

Are stock valuations really too high—or just misunderstood?

While the S&P 500 looks expensive at first glance, today’s economic growth, earnings strength, and AI-driven momentum tell a more balanced story. There’s optimism priced in, but future gains will depend on how key trends unfold.

👉 Tap to read more and share your thoughts below! https://nw-financial.com/financial-education/weekly-market-commentary/

Here’s what’s happening in your wallet this month: inflation is still elevated, interest rates remain high, and while jo...
06/01/2026

Here’s what’s happening in your wallet this month: inflation is still elevated, interest rates remain high, and while job growth continues, it’s beginning to slow.

Staying aware of these trends can help you make more informed decisions around spending, saving, and planning.

If you’d like to talk through how these updates may impact your financial strategy, now is a great time for a check‑in.

Schedule a conversation with Northwest Financial: https://tinyurl.com/yj3jrzs6

Questions about the future of Social Security are getting louder. With funding challenges ahead, it’s important to under...
05/29/2026

Questions about the future of Social Security are getting louder.

With funding challenges ahead, it’s important to understand how potential changes could affect your retirement income—and how to plan with flexibility in mind.

Social Security is just one piece of the puzzle. Making sure the rest of your plan is aligned can help you feel more prepared, no matter what changes come next.

Schedule a conversation with Northwest Financial to review your retirement strategy: https://tinyurl.com/yj3jrzs6

Social Security faces a funding shortfall, with benefit cuts expected by 2032 if Congress doesn't act.

In observance of Memorial Day, our office and the financial markets will be closed.Today, we pause to honor and remember...
05/25/2026

In observance of Memorial Day, our office and the financial markets will be closed.

Today, we pause to honor and remember those who gave their lives in service.

We’ll be back during normal business hours tomorrow.

Gross revenue may look impressive—but it’s net revenue that tells the real story. If you’re not paying close attention t...
05/22/2026

Gross revenue may look impressive—but it’s net revenue that tells the real story.

If you’re not paying close attention to what’s left after expenses, taxes, and overhead, it’s easy to overestimate how healthy your business actually is.

Understanding the difference now can help you make smarter decisions before issues show up later.

Schedule a conversation to review your numbers and strategy: https://tinyurl.com/yj3jrzs6

Most business owners obsess over gross revenue, but it's net revenue that reveals whether you're actually building something profitable.

A mid‑year financial check‑in is a smart way to pause, review progress, and make sure your plan is still aligned with yo...
05/20/2026

A mid‑year financial check‑in is a smart way to pause, review progress, and make sure your plan is still aligned with your goals.

Our 10‑step guide highlights key areas to revisit so you can head into the rest of the year with clarity and intention.

If you want help walking through these steps and applying them to your own situation, now is a great time to connect.

Schedule a conversation with our financial advisors:
https://tinyurl.com/yj3jrzs6

Small financial decisions made today—saving consistently, reviewing your plan, and staying intentional—can shape how pre...
05/18/2026

Small financial decisions made today—saving consistently, reviewing your plan, and staying intentional—can shape how prepared you feel down the road.

Progress often comes from steady action, not waiting for the “perfect” moment.

If you’re ready to take a closer look at your financial plan and focus on what’s next, let’s talk.

Schedule a conversation: https://tinyurl.com/yj3jrzs6

The idea that everyone needs exactly $1 million to retire is one of the most common—and misleading—assumptions in financ...
05/15/2026

The idea that everyone needs exactly $1 million to retire is one of the most common—and misleading—assumptions in financial planning.

Retirement readiness isn’t about hitting a single number; it’s about aligning your savings with your lifestyle, income sources, and long‑term priorities.

If you’re wondering what your retirement savings target should really look like, now is a great time to have that conversation.

Schedule a conversation with Northwest Financial: https://tinyurl.com/yj3jrzs6

People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.

The Fed may be heading into a new phase 📈 LPL Research looks at how a potential Kevin Warsh–led Fed could mean less guid...
05/12/2026

The Fed may be heading into a new phase 📈 LPL Research looks at how a potential Kevin Warsh–led Fed could mean less guidance, more market influence, and changes in yields—without signaling trouble.

👉 Click to read more https://nw-financial.com/financial-education/weekly-market-commentary/
💬 What do you think the Fed’s next move should be?

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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