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Aaron Pettersen Matt Yeiter NorthWest Financial Services Indianapolis
Steve Link Holly Wharton NorthWest Financial Services Indianapolis
Kate Reno NorthWest Financial Services Indianapolis
Treavor Dodsworth NorthWest Financial Services Indianapolis

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Our Firm

NorthWest Financial Services, Inc. is a financial planning firm located in Indianapolis, Indiana.  Incorporated in 1990, NorthWest Financial seeks to assist its clients in achieving their financial goals through comprehensive, objective advice.  Our aim is to provide a customized service experience via a staff of qualified professionals holding the CERTIFIED FINANCIAL PLANNER™Chartered Financial Analyst, Certified Public Accountant, and Enrolled Agent designations.

Holly Wharton CFP(r) Our Approach Investment Philosophy 2_edited.JPG Planning Process 2_edited.JPG

Our Services

  • Financial Planning
  • Investment Advice
  • Tax Planning
  • Stock Option Planning
  • Retirement Planning
  • Education Funding
  • Insurance Analysis
  • Estate Planning
  • Charitable Giving Strategies

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Disclosure

NorthWest Financial Services, Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of Arizona, California, Georgia, Indiana, Nebraska, Ohio and Texas. NorthWest Financial Services, Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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