Appian Wealth - Northwestern Mutual

Appian Wealth - Northwestern Mutual 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

m to spend less time and energy around a financial outline and more time focused on their dreams and aspirations. Using a relationship-first approach, Josh helps uncover opportunities and implement solutions to make those dreams a reality and maintain the plans they put in place for the course of their lives. Backed by a dedicated team of financial specialists available through Northwestern Mutual, Josh provides innovative solutions and professional direction to serve individual, family, and institutional clients. For more information, visit Josh’s website, joshdorfman.nm.com.

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. 🍋

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...
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

Even in uncertain times, the right financial plan can help you get back to feeling prosperous. Last week, Northwestern M...
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:

Financial planning is highlighted with advisors showing clear benefit to client sentiment.

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

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money...
05/19/2026

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Learn key terms for investing, estate planning, buying a home, and more.

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
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

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

Before taking on student loans for college, it’s important to understand how they work. Here’s everything you need to know.

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 alway...
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.

Address

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

Telephone

+12024032583

Website

Alerts

Be the first to know and let us send you an email when Appian Wealth - Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Appian Wealth - Northwestern Mutual:

Shortcuts

Share

Category