Insights

Personalized Financial Planning Forward Financial Group emphasizes personalized financial strategies driven by technology and a team-based approach, indicating potential for upselling advanced financial planning tools or client engagement platforms to enhance their service delivery.

Technology Integration Utilizing a modern tech stack including PHP, Drupal Multisite, and Google APIs suggests openness to innovative digital solutions, opening opportunities for offering tailored fintech integrations or digital marketing services to improve client outreach and operational efficiency.

Growth & Revenue With revenue estimates between 25 and 50 million dollars and a small team of up to 50 employees, the company shows healthy growth potential, making it a promising prospect for scalable financial products, CRM systems, or advisor training solutions.

Industry Positioning Operating in a highly competitive market alongside firms like Charles Schwab and Fidelity, Forward Financial Group could benefit from strategic partnerships or advanced analytics solutions to bolster their market positioning and client retention efforts.

Regulatory & Fiduciary Focus Their commitment to fiduciary standards and transparency presents opportunities to introduce compliance management tools, secure communication platforms, or educational services that align with their values of integrity and client education.

Forward Financial Group Tech Stack

Forward Financial Group uses 8 technology products and services including Google Hosted Libraries, RSS, Open Graph, and more. Explore Forward Financial Group's tech stack below.

Google Hosted Libraries

Content Delivery Network

RSS

Content Management System

Open Graph

Content Management System

Font Awesome

Font Scripts

Google Fonts API

Font Scripts

PHP

Programming Languages

HSTS

Security

Drupal Multisite

Web Hosting

Forward Financial Group Email Formats	Example	Percentage
FLast@forwardfg.com	JDoe@forwardfg.com	46%
First@forwardfg.com	John@forwardfg.com	4%
FLast@forwardfg.com	JDoe@forwardfg.com	46%
First@forwardfg.com	John@forwardfg.com	4%

Forward Financial Group Email Formats

Example

Percentage

FLast@forwardfg.com

JDoe@forwardfg.com

46%

First@forwardfg.com

John@forwardfg.com

FLast@forwardfg.com

JDoe@forwardfg.com

46%

First@forwardfg.com

John@forwardfg.com

Frequently Asked Questions

Where is Forward Financial Group's headquarters located?

Forward Financial Group's main headquarters is located at W248 N5233 Executive Drive Suite 500 Sussex, Wisconsin 53089 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Forward Financial Group's official website and social media links?

Forward Financial Group's official website is forwardfg.com and has social profiles on LinkedIn.

What is Forward Financial Group's NAICS code?

Forward Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Forward Financial Group have currently?

As of February 2026, Forward Financial Group has approximately 41 employees across 2 continents, including North AmericaEurope. Key team members include President & Financial Planner: G. A.Partner-Financial Planner: M. F.Partner-Financial Advisor: T. S.. Explore Forward Financial Group's employee directory with LeadIQ.

What industry does Forward Financial Group belong to?

Forward Financial Group operates in the Financial Services industry.

What technology does Forward Financial Group use?

Forward Financial Group's tech stack includes Google Hosted LibrariesRSSOpen GraphFont AwesomeGoogle Fonts APIPHPHSTSDrupal Multisite.

What is Forward Financial Group's email format?

Forward Financial Group's email format typically follows the pattern of FLast@forwardfg.com. Find more Forward Financial Group email formats with LeadIQ.

Forward Financial Group

Q: What is Forward Financial Group's official website and social media links?

Forward Financial Group's official website is forwardfg.com. Forward Financial Group has social profiles on LinkedIn.

Q: How many employees does Forward Financial Group have currently?

Forward Financial Group has approximately 41 employees.

Q: What technology does Forward Financial Group use?

Forward Financial Group's tech stack includes Drupal Multisite, Drupal, Font Awesome, Cloudflare CDN, RSS.

Financial ServicesWisconsin, United States11-50 Employees

Our mission is to move you forward with investment strategies and personalized financial planning using the best technology available and a team based approach.  As a fiduciary, we aim to accomplish this through education, integrity and outstanding client service. 

Securities offered through LPL Financial (LPL). Member FINRA & SIPC (www.finra.org, www.sipc.org). Forward Financial Group is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC., a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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