503-502-1213 Eric@LochWealth.com

Transparency. Accountability. Clarity.

Our mission at Northwest Financial Group, LLC is to help our clients gain confidence in their financial lives.

We care about our clients and consider them
part of our extended family. 

About Northwest Financial Group

We are a committed independent wealth advisory firm in the Willamette Valley serving clients through holistic planning, disciplined investment strategies, and proactive personal service. Our disciplined and refined, comprehensive process helps our clients through the different phases of life, including accumulation, distribution, and wealth transfer to the next generation. Our experienced team advises families, professionals, and small business owners. At Northwest Financial Group, it is our mission to help our clients gain confidence in their financial lives.

Experience

Our wealth management experience is derived from decades of independent insights, sound monetary judgment, and a passionate commitment to your financial plan.

Integrity

Allow us to demonstrate how honest, transparent evaluations realistic forecasts and straightforward, personalized service create lifelong relationships.

Guidance

We get to know your needs and wealth-building goals. Together we will develop a road map to help you begin pursuing those financial goals for each of life’s milestone moments.