MANNA WEALTH MANAGEMENT – Arlington Financial Advisors

MANNA WEALTH MANAGEMENT - Arlington Financial Advisors is a Financial Planner in Arlington, VA, located at 1201 Wilson Blvd Floor 27. The firm provides fiduciary wealth, retirement, and investment management services for families and business owners across Northern Virginia, the Washington DC metro area, and Florida, including Miami, Miami Beach, and Malibu. With over 29 years of experience in private wealth management, the practice focuses on developing investment and retirement plans around long-term goals and risk tolerance. The advisors help clients create a plan that addresses the entire financial life, including paying off debt, saving for college, supporting charities, and leaving a legacy. They offer professionally selected and managed portfolios, asset allocation, and distribution options for stocks, bonds, ETFs, and over 8,000 mutual funds. The firm holds a rating of 5.00 based on 1775 reviews.

The approach at Manna Wealth Management is built on the belief that financial decisions should be driven by what matters most to the client. The firm operates in the best interest of the client, providing specialized advice to help individuals and families make smart investments for their future. Led by David Kassir, the team works with the client to create a plan that strives to cover all aspects of their financial life, from current needs to future security. The planning process involves obtaining all relevant data, such as tax returns, wills, investment accounts, income, expenses, and debt, to define the most important things for each client and their families.

The firm believes that money impacts choices and actions every day, and that a financial plan should be reviewed annually to align with changing personal circumstances. Manna Wealth Management offers comprehensive planning, support, and education, helping clients alleviate concerns about the future and relieve the burden on loved ones. The advisors guide clients through necessary adjustments to spending, saving, investing, and giving back as life changes. The goal is to build lasting relationships and help clients unlock the potential of each individual by offering a comprehensive range of services designed to meet their specific needs.

MANNA WEALTH MANAGEMENT - Arlington Financial Advisors stands among the strongest financial planners locally, recognized for a strong local reputation and an established track record built on a large base of customer reviews. The consistently high customer ratings reflect the firm’s dedication to providing personalized, objective, and affordable financial advice. With a history serving the DC metro area since 1962, the firm has helped thousands of clients discover answers to critical financial questions.

The firm’s commitment to personalized, one-on-one financial advice ensures that clients in Arlington, VA, receive guidance tailored to their unique goals and values.

The business is on Wilson Boulevard near North Lynn Street, about 0.1 miles from Rosslyn, Freedom Park, Artisphere, and North Fort Myer Drive.

BizScoreAI gives the business a Technical score of 95 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The Discoverability score is 75 out of 100, meaning AI crawlers are allowed in and can find every page of the website, which is the first step before any AI assistant can recommend the business.

Services:

• Cryptocurrency Advisory
• Investment Advisory
• Retirement Planning
• Ultra High Net Worth Advisory
• Women & Wealth Services