Trust in our experience
NWF Advisory Group,LLC is a wealth management firm headquartered in Los Angeles, California with satellite offices statewide. NWF Advisory was founded in 1969 by a group of leading financial service professionals and offers securities through Royal Alliance Associates, Inc., part of one of the largest independent broker-dealer networks in the country.
From its inception, NWF has remained a trusted, independent, and client-focused wealth management firm designed to help individuals, families, and businesses achieve their financial objectives, goals, and dreams. NWF offers capable and caring professionals to assist you in all aspects of financial planning through different wealth management avenues, such as Estate & Tax Planning, Portfolio Management, Pension & 401k Design, as well as Disability and Life Insurance.
We are fortunate enough to be part of a large and significant network consisting of a vast array of professional resources, tools, and products to choose from, but also to be independent enough to be able to give the proper time and attention to provide clients with the individualized personal care, dedication, and the financial strategies we feel are best suited for them.
At NWF, we pride ourselves on providing our clients with a professional and comprehensive service as our seasoned independent financial advisors draw on years of experience to assist clients in proactively meeting their goals through customized financial planning solutions.
We look forward to getting to know you and helping you make the first and most important step in planning for your future with a competent and trusted advisor in your corner.
At Hagler Financial Services, we are dedicated to providing exceptional financial, insurance, and benefit planning services to individuals, businesses, and not-for-profit institutions. Led by Joe Hagler, our President, our team works closely with clients to establish their goals and implement strategies that have the potential to grow and preserve their assets.
While asset investment is a crucial aspect of our services, we believe in taking a holistic approach to financial planning. Our expertise extends beyond investments to encompass tax, estate, charitable, and insurance planning. We also specialize in succession planning for families, whether they have business interests or not.
In addition to our work with individuals and businesses, our firm is actively involved in the non-profit sector. We offer comprehensive management of foundation and endowment assets, along with the design of retirement and employee benefit programs. We also provide valuable assistance in developing and designing planned giving programs.
Joe brings over 3 decades of experience as an investment consultant, money manager, and financial advisor. His clientele has included ERISA sponsors, foundations, endowments, public funds, and families with significant wealth. Prior to establishing Hagler Financial Services in 2001, Joe served as a senior product manager for a prominent mutual fund company, overseeing fixed income funds and contributing to the development of various products, including 529 plans.
Throughout his career, Joe has been actively involved in asset allocation models, employee communications for defined contribution plans, and has shared his expertise at conferences and seminars. He has even provided expert testimony on investment-related issues. His dedication to his field is evident through his membership in the National Honor Society in Economics and his contribution to the book, The Equity Manager Search, published in 1990.
Joe involvement extends beyond the financial realm. He has served on the Investment Advisory Committee to the Rotary Foundation of Rotary International and a mid-sized municipality in Orange County, CA. He is a proud member of the Orange Rotary Club and actively participates in Rotary International.
Hagler Financial Services is your trusted partner in comprehensive financial planning. With our expertise, dedication, and personalized approach, we are committed to helping you achieve your financial goals and secure a prosperous future.