Northwest Financial Advisors
Northwest Financial Advisors LLC is a registered investment adviser headquartered in Herndon, Virginia. Founded in 2014, the firm specializes in wealth management, financial planning, and investment advisory services for individuals, families, and businesses. With approximately 41 employees as of 2025, they aim to be trusted financial life partners for clients at every stage, focusing on personalized service and long-term financial growth.
Investment Strategy
Northwest Financial Advisors provides tailored financial planning and investment management, focusing on understanding client goals and crafting portfolios across asset classes to meet both growth and income needs. The firm employs diversified strategies based on risk tolerance and life stage, with allocations to equities, ETF products like VIG (Vanguard Dividend Appreciation), AAPL (Apple Inc.), NDQ, and SPHQ, balanced by careful research and ongoing monitoring. Their approach emphasizes prudent risk management and continuous adjustment to fit clients’ evolving objectives.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 6.05% | $4.3M | 21,172 | $173.77 | $204.67 | +$234.3K |
A AAPL | APPLE INC | 5.34% | $3.8M | 18,638 | $192.87 | $205.17 | -$10.5M |
Q QQQ | INVESCO QQQ TR | 4.91% | $3.5M | 6,385 | $416.52 | $551.64 | -$1.4M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.50% | $2.5M | 35,244 | $61.02 | $71.26 | -$995.0K |
G GTO | INVESCO ACTIVELY MANAGED EXC | 3.42% | $2.5M | 52,342 | $46.86 | $46.89 | -$755.2K |