Who is NFA?
National Financial Alliance (NFA) was established with the goal to protect, preserve and accumulate wealth for clients and advisors. We are focused on investment management, financial planning and insurance strategies for individuals, families and businesses. By using a distinctive model to deliver advice and programs, our firm is able to address our clients’ ever changing needs. Our organization is housed with financial advisors and back office staff that actively serve clients in 40 states throughout the United States.
Although NFA has only existed in it's present form since 2007, our organization has deep seated roots in the financial services industry. In 1974 Joel Swinehart founded his insurance business. Shortly after, in 1981, Bob Wagner founded his. Joel, Bob and Reagan Wagner combined forces in 2007 to create what is today called, National Financial Alliance.