NFI, LLC

Overview

Nfi, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm mixes advisory and insurance services, acting as an insurance broker in addition to providing financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Nfi charges clients using a combination of percentage-of-assets, fixed fees, and other agreed-upon fee arrangements. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser in the source data. Nfi presents itself more as a wealth manager/financial planner that integrates insurance solutions into client relationships rather than as a capital allocator or manager of a dedicated third‑party alternatives program. Its advisory scope includes ongoing portfolio oversight and standard planning services rather than specialty pension consulting or family office functions.

Assets & Accounts

Investments & Alternatives