Appian Wealth - Northwestern Mutual

Appian Wealth - Northwestern Mutual

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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

06/03/2026

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

Americans report rising sense of prosperity despite economic unease: Northwestern Mutual 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.

05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

05/21/2026

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.

Financial Terms Everyone Should Know 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.

05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6184BBuF3o

Student Loans 101: What to Know Before Your Kids Borrow 05/14/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details.

Student Loans 101: What to Know Before Your Kids Borrow Before taking on student loans for college, it’s important to understand how they work. Here’s everything you need to know.

05/12/2026

Everyone’s living their own story. I can help set you on a path to achieve your goals and lead you to where you’ve always wanted to be.

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Location

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2001 Pennsylvania Avenue NW 10th Floor
Washington D.C., DC
20006

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm