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Our History

NWF Advisory Services is an independent financial planning firm established in 1986 with roots back to 1969.  Before holistic financial planning became an industry term, our advisors were working on all aspects of a clients financial lives, not just investments. My practice was built primarily through speaking to groups of young physicians in their residency programs across the west coast. We started developing simple financial plans that these newly minted physicians could grow into and we developed lasting relationships.