Phil Adra, CFP®, CPA, CLU®, CLTC

Financial Advisor

My Mission

To help individuals, families, and business owners manage financial risk, accumulate wealth, and achieve financial security using a consultative and comprehensive financial planning process.  Whether you are focused on your family, your business or you, Phil and his team help you identify financial goals and objectives and develop a personalized, integrated financial plan that allows you to Spend Your Life Living, while addressing future financial needs such as saving for college, retirement, and long-term care.  Additionally, Phil partners with a team of nationwide business planning specialists experienced in estate planning, business continuity and succession, as well as executive benefits.

 

 

Spend Your Life Living

The dust never settles. Keeping pace with life's changes may seem to never end. Life evolves, changes direction, presents challenges, and leads to new possibilities. Your approach to financial security cannot be static, because as your life changes, so do your needs and goals. At Northwestern Mutual our integrated, holistic financial planning process helps you face challenges and plan for the future while you Spend Your Life Living today!

 

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck