Northwest Financial Advisors provides financial advisory and wealth management services to individuals, families and business owners. We believe personalized financial guidance is a fundamental need for everyone. To meet the diverse needs of our clients, we offer a full range of financial services, retirement planning, client portfolio management and investment services. We work on your behalf to help you with tax-efficient strategies that seek to create, grow and preserve your wealth, by providing experienced, independent advice and professional investment and financial management. Offices in Virginia (Herndon, Leesburg, Vienna, and at all NWFCU branches, by appointment).
NWFA Advisors ranked #1 and #10 in the U.S.
Wealth advisors, Russ Cesari and Jim Christy, have been recognized as the #1 and #10 respectively among the Top 50 U.S. Bank Advisors by Bank Investment Consultant magazine. This ranking is based on assets under management, production, asset growth, percentage of fee business, and production-per-assets.
This well-deserved recognition honors the hard work and commitment that Russ, Jim, and their teams demonstrate in understanding the needs of their clients and helping them pursue their lifetime financial goals.