Working with a financial advisor
Your go-to expert for everything financial.
No matter your situation or where you're starting from, our advisors will design a personalized financial plan to show you the right steps to take now, and down the road.Let's work together
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.Get started
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.
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
Questions about financial advisors? We've got answers.
What clients have to say about our financial advisors
What your first financial advisor meeting (and beyond) will be like
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 policyowners stay with us year over year
The percentage of our policyowners who stay with us year over year1
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 10 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.2
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