Forward Investment Advisors

At Forward Investment Advisors, Inc., we are dedicated to providing purpose for your money, investing wisely, and providing for your loved ones. Our team of experienced professionals is committed to helping you achieve your financial goals and living a comfortable retirement.

Our Philosophy

Our philosophy is to be forward thinking, forward focused, and to promote forward progress in our clients' lives. We believe in equipping our clients with a clear understanding of where they are, where they are going, and what benefits they receive. We accomplish this through focused planning, determination, and vision.

Our Mission

Our mission is to provide personalized investment advice and management services to individuals, families, and businesses. We strive to build long-term relationships with our clients, providing them with the guidance and support they need to achieve their financial goals.

Our Services

At Forward Investment Advisors, Inc., we offer a wide range of services designed to help you achieve your financial goals. Our services include:

• Investment Management: We create personalized investment portfolios tailored to your risk tolerance, time horizon, and financial goals. We monitor and adjust your portfolio regularly to ensure it remains aligned with your goals.
• Financial Planning: We provide comprehensive financial planning services, helping you create a customized plan that addresses your unique financial needs and goals.
• Retirement Planning: We help you create a sustainable retirement plan, taking into account your income, expenses, and savings goals.
• Estate Planning: We assist you in creating a comprehensive estate plan, ensuring your wishes are carried out and your loved ones are protected.
• Tax Planning: We provide guidance on tax-efficient planning strategies, helping you minimize your tax liability and maximize your wealth.

Meet Our Team

Our team of experienced professionals is dedicated to providing you with exceptional service and guidance. Our team consists of:

• Gregory E. Jones, President and Principal: Gregory is a SmartVestor Pro, with over 20 years of experience in the financial industry. He is a graduate of the College for Financial Planning and received his business degree from Taylor University.
• Manda R. Jones, Office Manager and Efficiency Expert: Manda has over 15 years of experience in the financial industry, specializing in procedural organization and client service.