Stephen Graham

Financial Advisor



Planning with Confidence.

For our clients, there is no “standard solution” for achieving financial success. My approach is one that is integrated and holistic, combining risk management with asset accumulation to help you achieve a steady income for life.  It begins by getting to know you and what is most important in your life.  Using the needs-based approach, my team is able to gather qualitative and quantitative information as it relates to your unique financial plan.  Only then can we tailor a solution that's appropriate to help you meet each of your personal needs and goals. 

Helping our clients fulfill their dreams is more about a long-term relationship built on communication and trust.  We find success by combining this integrity with our passion to consistently place your needs at the forefront of each financial planning decision.


Plan by Design, not Default

Achieving financial success begins with planting an early seed, and over time, nurturing it in a unique way that allows it to thrive and blossom into something prosperous.  Together we'll identify your most important goals and dreams from which we'll develop, implement, and guide you through a plan that helps you achieve these goals on time.  Since life is unpredictable, we'll monitor the progress of your plan on a regular basis to ensure that it evolves as your needs change, or the situation around you becomes different. 

                                                   5 Ways to Make Your Money Work For You

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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

See what our version of financial planning looks like.

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Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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