NFO’s Mission Statement

Our reason for being is to serve as a trusted Personal CFO, applying our financial knowledge, expertise and technology in a holistic approach to help our clients and their families meet their needs and realize their life goals. In so doing, we aspire to be the Midwest’s most trusted and respected independent fee-based financial planning and wealth management firm.

Trust is Our Greatest Value

Earning our clients’ trust is what drives us. We do it by putting our clients’ needs before our own, and by continuously looking out for and acting in their best interests. Our clients know they can count on us for unbiased and expert financial knowledge to help them make informed decisions to enhance their financial well-being. They also know that working together, we’ll help them establish not just a vision but also a solid plan to successfully navigate their finances through changing market conditions, and preserve and enhance wealth.

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Your Personal CFO

We serve as our clients’ Personal CFO providing comprehensive financial counsel, detailed analytics, and hands-on management to best meet their unique needs, goals, and ambitions over their lifetimes. In this role, we become wholly involved in each client’s financial situation and gain thorough understanding of every complexity—so that we can provide strategies and implementation personalized to them.

Putting You First

We provide shrewd, unbiased financial solutions—custom-tailored to your situation and serving only you. Unlike larger investment firms, we have no agenda outside of that. Helping you achieve your goals and objectives is our sole reason for being.

Simplifying Complexity

Recognizing the emergent needs of the modern investor, we can analyze all asset classes along with complex ownership structures instantly, delivering in-depth reporting accounting for inter-family relationships.

We Find Opportunities Before They Go Popular

Who We Serve

Our client base is comprised of high net worth individuals, families, and businesses who seek not merely to retain wealth, but maximize it in a way that best serves their long-term goals. To that end, we typically begin an engagement by developing a comprehensive and holistic financial plan on a fee-based model prior to asset management or other strategies.

Typical Reasons Our Clients Choose Us:

  • To obtain independent and objective counsel on all areas of their financial lives.
  • To establish a comprehensive financial and investment plan to achieve their goals.
  • To obtain greater financial understanding and transparency.
  • To simplify complex financial situations and make them manageable.
  • To improve their financial decisions and ultimately their lives.
  • To gain a trusted and expert advisor for matters they are too busy to attend to themselves.
  • To put strategies in place to withstand market volatility.
  • To be prepared for “known unknowns” as well as “unknown unknowns.”
  • To maintain assets and develop an income distribution strategy that will last their lifetime.
  • To assure intelligent wealth transfer to their families.
  • And more.

Welcome to Najarian Family Office. We look forward to the opportunity to earn your trust.