Find a financial
advisor in our
Upstate office.

How it works:
Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone?
Find them here

Areas of expertise


As part of Northwestern Mutual, our financial advisors and representatives have a wide range of best‐in‐class products and industry‐leading expertise to help people at different life stages, in different career fields, and with different financial goals.

  • Retirement planning

  • Financial planning

  • Estate planning

  • Small business planning

  • Investment strategies

  • Wealth management

  • Small business owners

  • Healthcare professionals

  • Families with special needs children

Northwestern Mutual's financial tools displayed on multiple devices

Tools to help you
stay connected.


Our digital tools will help you work hand‐in‐hand with your advisor to design a personalized financial plan. Plus, you'll always have a clear view of your finances from any device.

You can securely access all your account details whenever you want, use goal trackers to see your progress, keep tabs on your net worth and spending trends over time, and much more.

Find a financial
advisor in our
Upstate office.

How it works:
Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone?
Find them here