Wealth Management for Your Stage in Life

With an office in Maryland and advisors in Virginia, our fee-only financial planning firm provides clients nationwide with wealth management services that adapt to the changes and transitions of their lives. We will develop a personalized financial plan based on where you are in life and where you want to go. Your wealth plan will incorporate the full breadth of your needs, such as budgeting and cash flow, retirement, investments, taxes, and employee benefits. Your trust is essential to our relationship, which is why we put your best interests first as a fiduciary Registered Investment Advisor.

Next Steps

 

Step 1

To get started, schedule a discovery consultation call. In this complimentary call, we will discuss your situation and determine if our firm is a fit for your needs.

Step 2

Fill out a data-gathering questionnaire. We’ll ask you to fill out our data-gathering questionnaire and compile a list of statements so we can get a picture of your circumstances.

Step 3

Meet in person or virtually for the first time. We will discuss your financial situation, how we may be able to help, our fees, and any questions you may have in deciding whether we should mutually move forward.

 

Typical Clients

We work with clients who appreciate an ensemble approach to financial planning and a long-term, meaningful relationship with their advisor. Our clients tend to have $500,000 or more in assets to invest; however, we may waive that requirement for diligent savers and high-income households. The clients we specialize in working with are:

Mid-career professionals who seek a balance between their present spending and future savings

Couples and individuals who are getting ready to retire or have retired and need a roadmap for the journey

Federal government employees who want to make sure their retirement vision is on track

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Schedule a Discovery Call

Let’s discuss how we can help you navigate change and bring clarity to your financial direction. We offer a complimentary introductory call to discuss your goals and concerns and how we may be able to help.

 Not Ready to Schedule a Call?

Send us a message

 

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