MANNA WEALTH MANAGEMENT - Arlington Financial Advisors is a Financial Planner in Arlington, VA. The firm provides fiduciary wealth management, retirement planning, and investment management for families and business owners. Services include asset allocation, wealth and legacy planning, and professionally managed portfolios containing stocks, bonds, ETFs, and over 8,000 mutual funds. The firm also offers specialized advice on alternative investments and cryptocurrencies. It serves clients in Arlington, the greater Washington, D.C. metro area, Miami, Miami Beach, Malibu, and throughout Florida. The business holds a 5.00 rating based on 1775 reviews.
David D. Kassir, Managing Director and Senior Financial Advisor, leads the firm with over 29 years of experience in private wealth management. He holds credentials including AAMS, CMFC, and CBDA. The firm has been providing personalized financial planning services since 1962, focusing on the entire financial life of the client, including debt repayment, college savings, and charitable giving. The approach is built on operating in the best interest of the client, creating tailored plans that reflect individual goals, risk tolerance, and timing. The firm emphasizes independent research and the creation of balanced portfolios to address specific financial objectives.
The office is located at 1201 Wilson Blvd, Floor 27. It sits on Wilson Boulevard, just steps from North Lynn Street. The location is about a short walk from the Rosslyn train station, Freedom Park, and the Artisphere arts center, all within a tenth of a mile.
The business maintains a strong local reputation, reflected in consistently high customer ratings. It has built an established track record supported by a large base of customer reviews.
MANNA WEALTH MANAGEMENT - Arlington Financial Advisors combines nearly three decades of advisory experience with a broad range of planning services for clients in Arlington, VA.
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