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Introduction to Forward

The story behind our Logo


Visually illustrate your risk exposure

Visually illustrate your financial life

Forward Investment Advisor logo
Our Firm

FORWARD has assisted clients in reaching their financial objectives for almost 25 years.  We offer fee-based planning and investment services using a goal-oriented approach.  Recommendations are always customized for your unique circumstances.  We focus on achieving your specific goals and reducing risks through a clearer understanding of your objectives and a balance of investments.

Our Mission

Our Mission is to provide purpose for your money, to invest wisely and to provide for your family and loved ones. 

Our Philosophy

Forward Investment Advisors, Inc. 702 N High Point Road,  Suite 202

Madison, WI 53717

Our Philosophy is to be forward thinking, forward focused, and to promote forward progress in our clients lives, by equipping clients with a clear understanding of where they are, where they are going and what benefits they receive. Accomplishments are obtained through focused planning, determination and vision.


Greg Jones is a SmartVestor Pro, which means he follows Dave Ramsey's philosophies and abides by their code of conduct. 


Dave Ramsey is one of America's trusted voices in money and business.  A nationally syndicated talk show host, speaker, and best selling author, Dave offers hope and resources to help people live better financial lives. 

Forward Investment Advisors is focused on helping clients accomplish their financial goals and providing clients with a deeper understanding of their finances through education and establishing clear goals.


The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliated with Forward Investment Advisors or Charles Schwab & Company.

Our Team

Forward Investment Advisors, Inc. seeks to clearly define and achieve your financial goals.  Through evaluation of your specific financial situation and objectives, our services are designed to provide you with a deeper understanding of your financial life.  As your investment advisor, we are focused on utilizing investments and services that fit within your risk parameters.     

Need more details? Contact us

We are here to assist. Contact us by phone or email. or 608-833-9400

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