Our financial advisors are here to guide you

With Northwestern Mutual, you'll get a financial partner who really hears you—who listens to your concerns and guides you through them, so you know you'll make the best financial choices. Working together, you and your financial advisor will design a flexible plan tailored to your life and your needs. And as your priorities change, your advisor will be there every step of the way, adjusting your plan to keep your goals on track.

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Here's what makes our financial advisors different

Our advisors can show you the right financial steps to take you closer to the life you've always wanted. Here's what you can expect when you work with one:

A judgment-free, pressure-free environment.

Jargon-free conversations

Help seeing your financial blind spots and ways to account for them

Answers to any questions you have, and the ones you never knew you had

Want to feel financially confident? An advisor can help.

We bust the biggest myths about working with one.

Read the article

Questions about financial advisors? We've got answers.

What clients have to say about our financial advisors

May not represent the experience of other clients and is not a guarantee of future performance or success.

What your first financial advisor meeting (and beyond) will be like

An expecting couple on looking at a computer.

Talking about finances might not come naturally, and even if it does, your Northwestern Mutual financial advisor will be a good listener and keep the conversation easy to understand.

  • Talk about your goals and priorities

    Your advisor will want to hear about any goals you have, where you see yourself in a year or two (or ten). And if you don't have all the answers, that's ok. They'll help you figure it out.

  • Understand where you're starting from

    Having your financial basics handy will be helpful. Your advisor will want to know where you are financially, no matter where that is, so they can help make the most of what you have moving forward.

  • Get your tailored recommendations

    Your advisor will design a plan (at no cost to you) tailored from a range of top-rated financial options designed to give you the flexibility and confidence to reach your goals now and later on.

Get matched with a financial advisor in four easy steps.

The Northwestern Mutual difference

97% of our clients stay with us year over year

The percentage of our policyowners who stay with us year over year.1

Statistic for Northwestern Mutual, based on Northwestern Mutual policyowner data.

164+ years strong through depressions, downturns, and pandemics

The number of years we’ve been there for our clients—through depressions, downturns, and pandemics.

Top 5 ranked investment service

We're one of the top U.S. Independent Investment Broker-Dealers.2

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, April 2021

A++ financial strength rating

AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3

Awarded in the Insurance category: Life & Health industry, Fortune® Magazine's annual survey, 2017

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