TOP 10 Estate planning for wealth transfer in Fairfax, Virginia

Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 3554 Chain Bridge Road, Fairfax, Virginia, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Please visit our website for important disclosures and regulations. We appreciate the opportunity to assist your friends and family members with their financial goals. Contact us for more information and to schedule a consultation.

David Wealth Management, LLC is a premier finance institution located in Fairfax, Virginia. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, estate planning, and more. At David Wealth Management, LLC, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Visit us at 8315 Lee Highway to learn how we can help you build and preserve your wealth.

Legacy Law Group of Northern Virginia is a team of experienced estate planning and probate attorneys located at 4000 Legato Road in Fairfax, Virginia. Our dedicated lawyers are committed to helping individuals and families protect their legacies and plan for the future. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, our attorneys are here to provide expert guidance and personalized solutions. Trust Legacy Law Group of Northern Virginia to provide comprehensive estate planning services tailored to your unique needs and goals.

Northern Virginia Trust and Estates is a reputable law firm located at 3050 Chain Bridge Road in Fairfax, Virginia. Specializing in trust and estate matters, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in the Northern Virginia area. Whether you need assistance with estate planning, probate, or trust administration, our knowledgeable attorneys are here to help. Trust Northern Virginia Trust and Estates to handle all of your trust and estate needs with professionalism and care.

Washington Wealth Counsellors PC is a leading financial advisory firm located at 10511 Judicial Drive in Fairfax, Virginia. Our team of experienced wealth counsellors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Clarion Wealth Management Partners is a leading finance institution located at 12500 Fair Lakes Circle in Fairfax, Virginia, United States. With a team of experienced financial experts, Clarion Wealth Management Partners offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Clarion Wealth Management Partners is dedicated to providing tailored solutions to meet your unique needs. Trust in Clarion Wealth Management Partners to guide you towards a secure financial future.

Buckingham Strategic Wealth, located at 11325 Random Hills Road in Fairfax, Virginia, is a finance institution that offers a customized and comprehensive wealth management process. The team at Buckingham Fairfax combines financial planning with an evidence-based, disciplined investment philosophy to manage and enhance clients' entire financial lives. With a focus on providing sound advice and an uncommon level of continuing service, the team of multi-credentialed advisors works closely with clients to understand their financial goals and develop strategies to achieve them. Specializing in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth, the Buckingham Fairfax team has been serving clients in Northern Virginia and the D.C. metro area since 2001. Formerly known as Focus Wealth Management Ltd., the team brings a wealth of professional insight and common sense to the financial decision-making process.

FPP Wealth Advisors - Ameriprise Financial Services, LLC, located at 3050 Chain Bridge Road in Fairfax, Virginia, is a finance institution that offers a comprehensive financial planning approach, investment advice, and retirement income strategies. With a dedication to serving multigenerational families in innovative ways, FPP Wealth Advisors aims to make the financial journey a seamless and rewarding experience for their clients. Their experienced team provides personalized services to help clients plan for what matters most, turning financial goals into reality. The institution has been recognized on the 2024 Forbes Best-in-State Wealth Management Teams list, reflecting their commitment to making a difference in their clients' lives. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can schedule a complimentary initial consultation to discuss their unique financial needs. FPP Wealth Advisors is committed to helping clients achieve financial security and prosperity, and invites individuals to explore their website to learn more about their services.

Your Best Path Financial Planning is a leading finance institution located at 8280 Willow Oaks Corporate Drive in Fairfax, Virginia, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial journey, providing personalized solutions to achieve their goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to invest wisely, we are here to guide you every step of the way. Trust Your Best Path Financial Planning to help you make informed decisions and create a solid financial plan tailored to your needs.

Amanda Merrill at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. Our team at Buckingham Middleburg utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. We are dedicated to managing and enhancing our clients' entire financial lives by providing sound advice with a high level of ongoing service. We believe that the best investment decisions are made by thoroughly understanding our clients' overall financial situation, rather than just answering questionnaires. Our team of multi-credentialed advisors takes the time to get to know each client, their current circumstances, and their goals. We bring a wealth of professional insight and common sense to the financial decision-making process.

Ted Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4000 Legato Road in Fairfax, Virginia, offers a wide range of financial services to meet the needs of individuals and small business owners. Ted Davis holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. Whether you are looking for advice on portfolio management, insurance products, or retirement planning, Ted Davis can provide personalized solutions to help you achieve your financial goals. With a commitment to ethics and ongoing education, Ted Davis is dedicated to providing top-notch financial advice and guidance to his clients. Contact Ted Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.

Jessica Jarosik at Buckingham Strategic Wealth, located at 11325 Random Hills Road in Fairfax, Virginia, is a finance institution that offers a customized, comprehensive wealth management process. Their team combines financial planning with an evidence-based, disciplined investment philosophy to manage and enhance clients' entire financial lives. The advisors at Buckingham Fairfax believe in thoroughly understanding each client's overall financial picture rather than simply relying on questionnaires. Specializing in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth, the team collaborates on strategies to help clients achieve their goals. With a wealth of professional insight and a common-sense approach, the multi-credentialed advisors provide an uncommon level of continuing service to clients in Northern Virginia and the D.C. metro area.

Two Lights Private Wealth is a premier finance institution located in Fairfax, Virginia. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of investment strategies tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Two Lights Private Wealth is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 10306 Eaton Place to learn more about how we can help you secure your financial future.

EBA Wealth Strategies - Ameriprise Financial Services, LLC, located at 3959 Pender Drive, Fairfax, Virginia, United States, is a finance institution that provides personalized advice to help clients achieve their financial goals. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients feel more confident and in control of their financial lives. With over 125 years of history, Ameriprise Financial Advisors offer a 1-to-1 relationship with a trusted advisor to set clients up for financial success. We provide individualized financial planning tailored to each client's needs and goals. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the security and privacy of our clients' information. Contact us today to start planning for your financial future.

Ernest Rockey - TIAA Wealth Management Advisor is a trusted financial institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a dedicated wealth management advisor, Ernest Rockey offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and guidance, clients can trust in the expertise and professionalism of Ernest Rockey and his team. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Ernest Rockey - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edelman Financial Engines is a renowned finance institution located at 4000 Legato Road in Fairfax, Virginia, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines helps individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or wealth preservation, their team of experienced professionals is dedicated to helping clients make informed decisions and secure their financial future. Visit Edelman Financial Engines today to take control of your finances and build a secure financial foundation.

Natalie Davis - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 4000 Legato Road in Fairfax, Virginia, United States. As a dedicated financial advisor, Natalie Davis provides personalized financial planning services to help clients reach their financial goals and secure their future. With expertise in wealth management, retirement planning, investment strategies, and more, Natalie Davis is committed to providing top-notch financial advice and guidance to clients. Contact Natalie Davis today to start planning for a financially secure future.

Allison Taylor is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 4000 Legato Road in Fairfax, Virginia. With years of experience in the finance industry, Allison provides personalized financial planning and investment advice to help clients reach their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Allison can create a customized financial strategy to meet your needs. Contact Allison Taylor at Ameriprise Financial Services, LLC for expert financial guidance and support.

Matthew Poliner is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Fairfax, Virginia. With a focus on providing personalized financial planning and investment strategies, Matthew helps clients navigate their financial goals with confidence. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Matthew Poliner is dedicated to helping you achieve financial success. Visit the office at 3050 Chain Bridge Road to learn more about how Ameriprise Financial Services can help you secure your financial future.

Kowal Financial Advisors is a leading finance institution located at 12015 Lee Jackson Memorial Highway in Fairfax, Virginia, United States. Our team of experienced financial advisors provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Kowal Financial Advisors is here to help. Contact us today to schedule a consultation and take control of your financial future.

Kirkpatrick & Kirkpatrick is a reputable finance institution located at 4103 Woodland Drive in Fairfax, Virginia, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to suit the unique needs of each client. Trust Kirkpatrick & Kirkpatrick for all your financial needs.

ShounBach is a well-established law firm located at 4000 Legato Road in Fairfax, Virginia, United States. Specializing in family law and estate planning, our team of experienced attorneys has been serving the Northern Virginia community since 1975. With over 200 years of combined legal experience, we are one of Virginia's largest family and estate law firms. For those who own, control, or have established an LLC, closely-held corporation, or similar entity, it is important to ensure compliance with the Corporate Transparency Act (CTA) which went into effect on January 1, 2024. More information on the CTA can be found at the U.S. Department of Treasury website. ShounBach can assist you in filing the required report under the CTA.

Elizabeth L. Gray, Esq. is a trusted institution located at 11350 Random Hills Road in Fairfax, Virginia, United States. Specializing in Elder Law, Guardianships/Conservatorships, Special Needs Estate Planning, and Estate Planning, the attorneys at Elizabeth L. Gray, Esq. have a wealth of experience and expertise in helping clients navigate through the complexities of aging and disability. With a focus on protecting assets and securing well-being, the team at Elizabeth L. Gray, Esq. provides personalized and compassionate legal services to address the unique needs of each individual and family. Whether planning for the present or the future, clients can rely on the candid expertise and careful attention of the attorneys at Elizabeth L. Gray, Esq. to guide them through the legal process with understanding and compassion. Contact Elizabeth L. Gray, Esq. at their office in Fairfax, Virginia for expert legal advice and support.

Jennifer Porter Law, PLLC is a legal institution located at 8280 Willow Oaks Corporate Drive in Fairfax, Virginia, United States. Specializing in personal injury and estate planning, Jennifer Porter and her team offer a free consultation and serve clients in Virginia, Washington, D.C., and Maryland. With 25 years of experience, Jennifer is dedicated to providing knowledgeable representation to individuals who have been injured through no fault of their own. Her background as house counsel for Progressive Insurance and hired counsel for major insurance carriers gives her valuable insights into navigating the insurance claims and court system. In addition to personal injury cases, Jennifer Porter Law, PLLC offers comprehensive estate planning services, including drafting wills, trusts, healthcare directives, and Power of Attorney documents. Their approachable and informative services help clients create a plan that reflects their values and goals for the future.

Wolf Group Capital Advisors is a leading finance institution located at 12701 Fair Lakes Circle in Fairfax, Virginia, United States. With a team of experienced financial experts, Wolf Group Capital Advisors offers a wide range of financial services and solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Wolf Group Capital Advisors can provide personalized advice and strategies to help you succeed. Trust in their expertise and dedication to help you navigate the complexities of the financial world.

LaRuffa Financial Group is a leading financial institution located at 3900 Jermantown Road in Fairfax, Virginia, United States. Specializing in finance, they offer a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, LaRuffa Financial Group is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LaRuffa Financial Group is committed to providing personalized solutions to meet your specific needs. Contact them today to schedule a consultation and start building a solid financial foundation.

Opulence Financial Coaching, LLC is a finance institution located at 3975 University Drive in Fairfax, Virginia, United States. Our team consists of master's-level therapists who provide high-quality mental health care, offering services such as counseling, supervision, consulting, training, and more. Our office is conveniently located in Fairfax, VA, and we also offer telehealth (video) sessions for those unable to attend in person.

First Command Financial Advisor - Peter Gooding is a finance institution located at 12150 Monument Drive, Fairfax, Virginia, United States. As a part of First Command Financial Services, Inc., Peter Gooding provides financial advice and services to clients on a strictly voluntary basis. The institution ensures transparency and ethical practices, with no direct or indirect compensation provided to clients for testimonials. While testimonials may not be representative of all client experiences, First Command Financial Advisor - Peter Gooding strives to help clients achieve financial success and performance in the future.

Edward Jones is a reputable finance institution located at 3913 Blenheim Boulevard in Fairfax, Virginia, United States. With a focus on personalized financial services, Edward Jones offers a wide range of investment and wealth management solutions to help individuals achieve their financial goals. Their team of experienced financial advisors provides tailored advice and guidance to clients, ensuring that their unique needs and objectives are met. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

First Command Financial Advisor - Tina Martin is a finance institution located at 12150 Monument Drive, Fairfax, Virginia, United States. This institution offers personalized financial advice and services to help clients reach their financial goals. Tina Martin, a trusted financial advisor, works with clients on a voluntary basis to provide expert guidance on managing their finances and investments. The institution is committed to transparency and does not provide direct or indirect compensation to clients for testimonials. Client testimonials are provided voluntarily and may not be representative of the experience of other clients. First Command Financial Advisor - Tina Martin does not guarantee future performance or success, but strives to provide comprehensive financial planning solutions to help clients secure their financial future.