Who We Are
The NFA Institutional Services was established with the goal to protect, preserve, and accumulate wealth for institutions and advisors. NFA Institutional Services is focused on investment management, financial planning, and insurance strategies for individuals, families, and businesses. The organization is filled with financial advisors and back office staff that serve institutions in 40 states throughout the United States.
Our mission is to help each and every client—be they an individual, a family, or a business—pursue their unique definition of financial success.
We seek to accomplish this mission via our unwavering commitment to understanding, assessing, and applying insight to help us develop objective and integrated plans that meet your institutional objectives.
To do this, we will leverage our Living Library of experienced planners, advisors, and specialists to provide you with the right resources at the right time.
At The NFA, we treat every institution as if they were part of our family, linking our success to theirs, and putting their needs ahead of our own.
Robert (Bob) Wagner
Mission, Vision, and Values
We are driven to help each client work toward their unique definition of financial success.
We strive to establish our firm as the new standard in the financial services industry.
Faith, Family, Finance, Fitness, and Fun. This has always been the foundation of our firm.
Faith - While religious Faith is a personal choice, you must have Faith that we will support you
Family - We believe your Family must come first
Finance - We believe your Finances have to be in order, therefore we operate from financial strength vs. financial weakness
Fitness - Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business
Fun - You must also have Fun. If you are not having Fun, then why do it? Here at National Financial Alliance, we believe you must make life enjoyable