Mark J Newfield, CFP®, RICP®

Wealth Management Advisor



"Mark and his team have given us the financial direction we needed, and guidance we can trust. Thanks to their insight and planning we have immense confidence in our fiscal future. They are accessible, warm, and always available, and they always put our family and our needs first. They’re not only our financial advisors; they’ve become trusted friends as well."

-J. Tucker Martin, Senior Vice President at McGuire Woods Consulting; Richmond, VA


"I consider myself financially literate and have always been skeptical of the need for professional advice in managing my finances. Mark and team proved me wrong with their methodical approach to tailoring a solution to meet unique needs. I walk into conversations knowing that meeting my financial goals is their primary objective and that entails working with me to devise a host of strategies that combine expense planning, asset location, and tax strategies to maximize wealth accumulation.

It has been less than five years since I started working with Mark and team and I already feel much more in control of my financial future. Visibility into how I’m making progress towards my long term goals means a lot to me.

Always accessible, always ready to listen - they inspire trust and have been a pleasure to work with."

-Anand Ramamoorthy, Senior Banking Executive; Washington, D.C.


Mark and his team provide excellent client service, are very knowledgeable financial planners, provide a wide array of services and products and, most of all are fun to work with. They are the principal reason why I was able to retire when I wanted to with peace of mind that I am well taken care of.

-M. Pierce Rucker, Retired Attorney; Richmond, VA




The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.


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