Acorn Financial Advisory Services, INC.

Acorn Financial Advisory Services offers personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 1996 and based in Reston, Virginia, the firm operates as a registered investment advisor. Acorn Financial Advisory Services integrates investment advice with comprehensive financial planning, covering areas such as retirement needs, tax strategies, estate planning, budgeting, cash flow analysis, and business benefit planning. The firm manages portfolios using several platform options, including direct model strategies, third-party administrative platforms, and wrap fee programs. Acorn Financial Advisory Services emphasizes a fee-for-service model without commissions on advisory accounts, and works with clients to establish tailored asset allocations and regular portfolio reviews.