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.