Broker Check

Northwest Capital Financial Group, LLC



Formed in 2003, Northwest Capital Financial Group, LLC is a wealth management firm dedicated to paramount and personalized client service as well as unbiased asset management, financial and insurance planning, and investment counsel. Northwest Capital is fully independent and conflict free which enables us to provide unbiased financial advice while making the best choices for our clients tailored to their individual situations. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our team is committed to the highest standards of excellence. Our clients are our top priority and their success is our primary goal. They rely on our dedication, personal attention, quality of advice, judgment, and overall professionalism. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation. From the start of Northwest Capital Financial Group, LPL Financial has served as an enabling partner, supporting us in our goals of protecting and growing our clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running our practice so we can focus on what we do best—helping our clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports us in helping our clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, Northwest Capital can provide truly unbiased, conflict-free advice and investment recommendations.

SEI Investments

SEI is an acknowledged leader in disciplined, scientific investment management based on balancing an investor’s life and investment goals.  SEI brings extensive resources that assist us in providing increasing value to you as our client, by tying your investment strategies to what’s really important to you and your family.

SEI is a very reputable investment management firm located right outside of Philadelphia near Valley Forge, PA. Founded in 1968, SEI is a leading global provider of both institutional and personal wealth services.

Through our affiliation, Northwest Capital offers you direct access to many of the nation’s leading money management firms. These are firms that are rated “Best-in-Class” by sophisticated institutional investors, and that are not available directly to most investors due to their high minimum account sizes (often over $25 million).