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Alexandria Nadworny

CFP®, CTFA

Vice President, Wealth Advisor

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About Alexandria

Alexandria Nadworny specializes in working with families who have members with special needs and creates personalized financial plans and investment strategies to support them as they pursue their financial goals. Many of her clients have a sibling, child, or grandchild with special needs who require extra financial or emotional supports and long-term care planning. She helps her clients incorporate their values with short and long-term financial goals, including retirement and caring for their special needs child in the future.

Alexandria holds a B.S. in Business Administration, majoring in Marketing at Western New England University. She has completed the Authentic Leadership Program at Harvard Professional and Executive Development and participates in Sequoia Financials Special Needs Resource Group. She’s also a member of the Boston Estate Planning Council.

Alexandria has a French Bulldog named Bruce Wayne and is an avid advocate for organ donation. She’s a past president and vice-president of the Massachusetts Guardianship Association and a Past Chair of the State Advisory Council of the Massachusetts Department of Developmental Services.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ and CFP®️ in the U.S.


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Alexandria has a French Bulldog named Bruce Wayne and is an avid advocate for organ donation. She’s a past president and vice-president of the Massachusetts Guardianship Association and a Past Chair of the State Advisory Council of the Massachusetts Department of Developmental Services.

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Alexandria Nadworny,

CFP®, CTFA

Vice President, Wealth Advisor