Northwind Financial, LLC

EST. AUM
$142,241,176

CONTACTS

CLIENT ACCOUNTS
361

Firm Details

Metro area Portland, OR
CRD Number 342069
Website northwindfinancial.net
Client types

Overview

Northwind Financial LLC is an independent wealth management and financial planning firm headquartered in Bend, Oregon. The firm provides investment management, retirement planning, estate planning, insurance analysis, and tax-aware financial guidance. Northwind emphasizes personalized client relationships and customized financial strategies designed around each client's complete financial picture and long-term goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Northwind Financial, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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