John Nadworny Email & Phone Number

The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning with families over a span of decades has provided John with an education like no other. This specialized knowledge allows him to understand what is needed and to present viable options and strategies for families with unique and challenging circumstances.John began his practice as a Certified Financial Planner Professional and Investment Manager focused upon helping individuals plan for their life goals: financial security, education, home ownership, retirement and other traditional financial milestones. He continues to have a thriving practice advising clients with traditional goals, but began to explore planning on a different level after the birth of his son, James, who has Down Syndrome. As a thought leader/subject matter expert on the topic of planning for people with disabilities, John has been quoted extensively in the media. Investment News devoted their September 2017 issue to planning for individuals with special needs and chose to feature John and James as their cover story. They produced the video, A Father First, found below, telling the story of John’s interwoven personal and professional lives.

Listed skills include Strategic Financial Planning, Wealth Management, Investments, Financial Services, and 8 others.

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  Principal, Senior Strategic Advisor

  Sequoia Financial Group

  Sep 2023 - Present - Burlington, Massachusetts, United States

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