NW Advisory logo

NW Advisory

Updated today

Client assets under management

$74,664,633

Clients

261

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

131

Very High

Average account size

$286,071

About

NW Advisory, LLC provides ongoing investment management services to individuals and high net worth individuals, offering discretionary and non-discretionary portfolio supervision. The firm also provides financial planning and estate planning education and coordination, using third‑party software to organize clients’ estate information while not providing legal document preparation.

The firm follows long‑term investment strategies designed to align portfolios with clients’ goals, risk tolerance, and time horizon, with accounts reviewed on an ongoing basis and rebalanced as appropriate. NW Advisory recommends that client assets be held with independent qualified custodians and does not maintain custody of client assets.

A notable aspect of the firm is that its principal is licensed as an insurance agent and may receive commissions for insurance product sales, with those services offered separately and disclosed to clients to address the resulting conflict of interest. The firm’s emphasis on estate planning education via third‑party tools, paired with an apparent focus on high net worth clients rather than a mass‑market individual client base, distinguishes it from many peers.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Insurance advice & estate planning assistance

Expertise

General estate planning guidance

Fee options

Percentage

Charged quarterly in arrears as a percentage of assets under management

Commissions

Commissions received for sale of insurance products (insurance services offered separately)

Main office location

NW Advisory

Wilsonville OR, United States

Number of offices

1

Most active in

Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John O

Series 63, Series 65

Eugene, OR

NW Advisory

John Oeming is a financial advisor with NW Advisory in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Aegis Capital Corp and CommonWealth Financial Network, as well as operating The Oeming Group. Outside of advisory work, he is involved in fixed insurance sales. NW Advisory provides ongoing investment management and financial planning services primarily to individuals and high net worth clients. The firm employs long-term investment strategies aligned with client goals and emphasizes estate planning education through third-party software, while recommending that client assets be held with independent custodians.

General estate planning guidance
user avatar

Nathan O

Series 63, Series 65

Wilsonville, OR

NW Advisory

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")