CFP®, CFA, MBA
Altius Financial Advisors, LLC
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Mehmood Nathani, CFA, CFP®, is the founder and principal of Altius Financial Advisors, LLC. He formed Altius in 2001 because he wanted to make a positive difference in the lives of his clients by giving them excellent advice and managing their investments with care and skill.
Until March 2001, Mehmood was Vice President and Assistant Treasurer of Fannie Mae, where he managed a team of 20 professionals. As Assistant Treasurer, he was responsible for a multi-billion dollar funding, derivatives, hedging and investment program.
Prior to joining Fannie Mae, Mehmood was a consultant for Radan Systems, Inc., a company that specialized in developing financial systems for government agencies. Before that, he was an auditor for G. Basu and Co., an accounting firm in India.
Mehmood has an MBA from Cornell University and a Bachelor's degree in Commerce from St. Xavier's College in India. He is a CFP® professional, a CFA charter-holder, a NAPFA-registered advisor and an Associate Chartered Accountant (India).
Mehmood lives in Bethesda, Maryland, with his wife and three sons. He is an avid sportsman and was a nationally-ranked squash player in the U.S. (no. 3 among amateurs in 1990), and in India (no. 8 in 1983). He coached the Cornell University Women's Squash Team from 1983 to 1985. He enjoys movies, reading, jigsaw puzzles and watching Roger Federer play tennis.
Mehmood Nathani is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only • CFP® • CFA • Experienced • Reliable • Thoughtful • Thorough • Accessible
These are our core characteristics and values. If they resonate with you, we hope you will explore our website to learn more about us. We just might be the financial advisor you are looking for.
We would like to be your financial navigator, helping you chart a course toward your financial and life goals. We will listen to you, understand your concerns, give you sound advice and manage your investments with skill and care.
Please call us at 301-961-1585 to tell us more about your needs and find out how we might help.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mehmood Nathani is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mehmood Nathani is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Mehmood Nathani is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Mehmood Nathani is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Mehmood Nathani
3 Bethesda Metro Center
Bethesda, MD 20814