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Northwest Financial Advisors LLC

Headquartered in HERNDON, VA

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Firm Information

Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.

Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

NORTHWEST FINANCIAL ADVISORS LLC has a total of 3 branch locations across the country.
location

LEESBURG, VA

location

HERNDON, VA

location

VIENNA, VA

Advisors at Northwest Financial Advisors LLC

View All 25 Advisors
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Julie Anne Gleason

RA

HERNDON, VA

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Nakia D Brown

RA

HERNDON, VA

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Jennifer Marie Ruppert

RA

HERNDON, VA

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Nikyla Nikki Young

CFP®, RA

HERNDON, VA

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Karen Ann Benedict

RA

HERNDON, VA

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Thomas William Ward

CFP®, RA

HERNDON, VA

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Shreeva Aylor

RA

HERNDON, VA

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Glen Matthew Cesari

CFP®, RA

HERNDON, VA

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Disclosures

There are no public disclosures for Northwest Financial Advisors LLC.

Frequently Asked Questions (9)

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