Our lead advisor, Josh Dorfman, CFA, CFP® is a fiduciary Northwestern Mutual wealth management advisor in the DC area. http://joshdorfman.nm.com/disclosure
Our mission is guiding driven, caring individuals on their road to financial freedom and achievement of their dreams. Josh Dorfman manages his own financial planning practice with Northwestern Mutual. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. With this mission in mind, Josh aspires to give his clients the freedo
06/09/2026
Retirement planning should help you feel more confident about the road ahead, not more overwhelmed by it. Creating a dependable stream of income can help bring a little more clarity to the future. We’d be happy to talk through it with you.
06/08/2026
I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6180BBGFrQ
06/05/2026
If you have a term life insurance policy, converting it to permanent life insurance could help ensure your financial security and that of your loved ones.
Should You Convert Term Life Insurance to Permanent? There are several reasons you might want to convert a term life insurance policy to a permanent policy. Here's what you need to know about term conversion.
During Lemonade Days in June, communities come together to support Alex’s Lemonade Stand Foundation and help find better treatments and cures for childhood cancer. We’re proud to be part of the mission. 🍋
06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6182BBNCug
05/28/2026
Even in uncertain times, the right financial plan can help you get back to feeling prosperous.
Last week, Northwestern Mutual launched their inaugural Personal Prosperity Index which found that, regardless of wealth status, people who worked with a financial advisor felt significantly higher levels of prosperity compared to those without an advisor. Read more:
Americans report rising sense of prosperity despite economic unease: Northwestern Mutual Financial planning is highlighted with advisors showing clear benefit to client sentiment.
05/26/2026
Let’s talk through the right type of life insurance for your needs and goals. http://spr.ly/6186BBQnon
05/25/2026
This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.
82% of Americans feel stressed about money. You don’t have to be one of them. I can help you build a plan that gives you room to breathe and a future to look forward to.
05/19/2026
Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.
Financial Terms Everyone Should Know Learn key terms for investing, estate planning, buying a home, and more.
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |