“I believe that to be an effective financial advisor it’s important to listen more than speak, keep things as simple as possible, provide value that exceeds any cost, and be worthy of the trust and confidence my clients have placed in me.”   — R. Todd Holden, Wealth Advisor

Todd Holden is a Wealth Advisor for Northwest Financial Advisors through his affiliation with LPL Financial, the nation’s largest independent broker-dealer.* Todd provides a comprehensive range of financial and investment planning, with a particular focus in retirement income planning, tax efficiency and multi-generational wealth planning.

Todd has 30 years of industry experience, having entered the financial services industry at Merrill Lynch in 1987. Prior to joining Northwest Financial Advisors, Todd served as the Financial Consultant for Belvoir FCU (now PenFed) and Library of Congress FCU, with many clients from those institutions following him to Northwest. Other industry experience includes time spent at MetLife and HSBC.

Over the years, lessons Todd has learned to help clients pursue financial success include:

• Listen more than you speak
• Simpler is better than complicated
• Provide value that exceeds cost
• Money is easy; families can be challenging
• Habits are everything

Todd received his Bachelor of Science degree in Finance & Economics from Miami University in Oxford, Ohio. As the son of a retired Air Force pilot and spouse of a foreign service officer, he has spent much of his life traveling the world. Todd is quite familiar with federal retirement benefits, including the Thrift Savings Plan (TSP).

Todd has two grown children and one adorable grandson. When his children were younger, Todd served on their school’s parent advisory committee, built sets for the theater department and managed his son’s hockey team.  He enjoys sailing, bicycling and is working toward earning his private pilot license.

*As reported in Financial Planning magazine, June 1996-2024, based on total revenue.

ARRANGE YOUR COMPLIMENTARY CONSULTATION TODAY

RECENT WEBINARS

MEET TODD.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Entity  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value

TODD HOLDEN
Wealth Advisor

rtholden@nwfllc.com  |  703-810-1072 x125

Eight Key Facts About Social Security

YouTube Webinars

Crafting Your Legacy with Estate Planning and Trusts

How To Think About Retirement In Your 50s

Financial Advisor Todd Holden, accompanied by Kathleen Miller, VP & Sr. Trust Officer at Members Trust Company, covers the importance of estate planning and review the tools used to create an estate plan, including wills and trusts. They will explain, in plain language, common estate planning features and terminology.