Broker Check

About NWFA

Our Approach

Our Approach

Northwest Financial Advisors is a nationally recognized registered investment advisor (RIA) based in Herndon, Virginia. In business for over two decades, our firm has a reputation for providing holistic and prudent financial advice and services that individuals, families and business owners depend upon to manage their finances through all stages of life.

Planning Phase. In this initial stage, we take the time to:

  • Learn about you and your objectives
  • Establish the scope of our engagement with you
  • Collect and analyze data and share expectations
  • Present recommendations and coordinate an implementation checklist

Implementation Phase. The next step is to:

  • Define specific actions and expected results
  • Confirm action compliance with the plan before moving forward
  • Identify potential problems and opportunities
  • Develop options and strategies
  • Outline the implementation effort and establish a schedule

Management Phase. In this ongoing stage, we continually:

  • Review the scope of our engagement
  • Ensure actions taken are in-step with your life circumstances
  • Establish service expectations with you
  • Conduct reviews on an established cycle
  • Synchronize our services with other outside resources (CPAs, Attorneys, etc.)*
  • Provide ongoing support, analysis and recommendations


Our Commitment

Our Commitment

Our firm commitment is to consistently provide you with the following “pillars of trust”:

UTMOST RESPECT for your personal needs and time.

PERSONALIZED SERVICE in consideration of your unique needs and goals.

THOROUGH CONFIDENTIALITY of your personal situation, relationship with us, and our recommendations.

IMPARTIAL, OBJECTIVE ADVICE without predisposition or outside influence.

ONGOING COMMUNICATION throughout the course of our relationship and partnership.

Contact me today to schedule your complimentary, no-obligation consultation. 

Thank you!

*Tax and legal services are not offered by Northwest Financial Advisors.