NFO’s Mission Statement

Our reason for being is to apply 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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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.