Fiduciary services provider in Virginia
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Capital Fiduciary Advisors, LLC
● OpenCapital Fiduciary Advisors, LLC is a leading accounting and finance institution located at 20130 Lakeview Center Plaza in Ashburn, Virginia, United States. With a team of experienced professionals, they provide expert fiduciary services to help clients manage their finances and investments with confidence. Whether you are looking for retirement planning, estate planning, or investment management, Capital Fiduciary Advisors, LLC offers personalized solutions to meet your financial goals. Trust in their expertise and dedication to secure your financial future.
20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147, United States -
ABG Wealth Management - UBS Financial Services Inc.
● OpenABG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, ABG Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized wealth management solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ABG Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed in reaching your financial goals.
1501 K St NW #1100, Washington, DC 20005, United States -
Glassman Wealth Services
● OpenGlassman Wealth Services, located in Tysons, Virginia, is a finance institution that takes a unique approach to client relationships. With a focus on the "Just One ClientTM" mindset, they strive to provide personalized attention and care to each individual. By maintaining a low client-to-advisor ratio, Glassman Wealth ensures that clients receive the attention and support they need to achieve their financial goals. Their comprehensive approach covers five key areas of financial life, including investment options, tax strategies, insurance, and estate planning. As fiduciaries, their recommendations are based on experience and merit, rather than hidden compensation. By bringing together a team of advisors to coordinate and strategize, Glassman Wealth offers a holistic approach to financial planning.
8000 Towers Crescent Dr #1450, Tysons, VA 22182, United States -
Fiduciary Wealth Management, LLC
● OpenFiduciary Wealth Management, LLC is a trusted finance institution located in Alexandria, Virginia, United States. Our experienced team of financial experts is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on transparency and integrity, we act as fiduciaries, always putting our clients' best interests first. Visit us at 4604-H Pinecrest Office Park Drive to learn more about how we can help you secure your financial future.
4604-H Pinecrest Office Park Dr, Alexandria, VA 22312, United States -
C Mark Gurley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenC Mark Gurley, a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3201 Jermantown Road in Fairfax, Virginia, is a finance institution offering a wide range of financial services. Mark Gurley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, domestic partnership planning, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, Mark Gurley is a Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®, among others. With his extensive knowledge and qualifications, Mark Gurley is dedicated to providing top-notch financial advice and services to his clients.
3201 Jermantown Rd Ste 575, Fairfax, VA 22030, United States -
Jennifer Marie Gallant - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJennifer Marie Gallant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3201 Jermantown Road, Fairfax, Virginia, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Jennifer's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.
3201 Jermantown Rd Ste 575, Fairfax, VA 22030, United States -
Laura Pittman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLaura Pittman is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC, located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Laura holds various prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, domestic partnership advising, estate planning, fiduciary practices, portfolio management, and behavioral finance. She is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuous education, Laura is well-equipped to help clients navigate complex financial decisions and achieve their long-term goals.
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, United States -
David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Barrett-Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 908 East Jefferson Street in Charlottesville, Virginia, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
908 E Jefferson St #201, Charlottesville, VA 22902, United States -
Vincent Hagy - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVincent Hagy is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 335 East Monroe Street in Wytheville, Virginia, United States. Specializing in finance, Vincent Hagy offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial goals securely from any device. Vincent Hagy is registered to conduct securities business in select states and provides complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients achieve their financial goals. For more information or to schedule a consultation, visit the Ameriprise Financial Services, LLC website or contact Vincent Hagy directly.
335 E Monroe St, Wytheville, VA 24382, United States -
Corey Nesmith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCorey Nesmith - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3951 Westerre Parkway in Richmond, Virginia, offers a range of financial services for individuals seeking expert guidance in wealth management. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Corey Nesmith is equipped to address various financial needs, from asset management to estate planning. The institution also provides specialized services for domestic partnerships, estate planning, investment fiduciary practices, portfolio management, behavioral financial advising, philanthropy, annuities, retirement planning, divorce financial analysis, exit planning, securities analysis, and more. With a commitment to excellence and a focus on comprehensive financial planning, Corey Nesmith is dedicated to helping clients achieve their financial goals and secure their financial future.
3951 Westerre Pkwy #260, Richmond, VA 23233, United States -
Kyle Geblein - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle Geblein is a Financial Advisor at Ameriprise Financial Services, LLC located at 4801 Cox Road in Glen Allen, Virginia, United States. Kyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kyle's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment opportunities, and more. Kyle is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Kyle Geblein for expert financial advice and personalized solutions to meet your financial goals.
4801 Cox Rd #202, Glen Allen, VA 23060, United States -
Tyler Laughon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTyler Laughon is a financial advisor at Ameriprise Financial Services, LLC located at 3908 Springfield Road in Glen Allen, Virginia. As part of The Myrias Group, a Forbes Best-in-State Wealth Management Team for 2023, Tyler specializes in providing personalized financial advice to help clients build their portfolios and confidence for the long term. Whether you are planning for education, retirement, or personal investments, Tyler ensures that every voice is heard and every goal is addressed. With a focus on multi-generational financial planning, Tyler and his team engage each family member in meaningful conversations about their unique financial priorities. They emphasize the importance of financial literacy and empower clients to make informed decisions for their future. Backed by the Ameriprise Investment Research Group, Tyler provides guidance on market conditions and investment impacts to help clients navigate uncertain times.
3908 Springfield Rd, Glen Allen, VA 23060, United States -
Aldridge/Cvitanovich - UBS Financial Services Inc.
● OpenAldridge/Cvitanovich - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Aldridge/Cvitanovich - UBS Financial Services Inc. is committed to helping you succeed.
440 Monticello Ave 20th Floor, Norfolk, VA 23510, United States -
Kenneth Donovan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKenneth Donovan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 295 Bendix Road, Virginia Beach, Virginia, United States. Kenneth Donovan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kenneth Donovan specializes in providing comprehensive financial planning and wealth management services to individuals and businesses, with expertise in asset management, estate planning, retirement planning, tax planning, and risk management. With a strong commitment to ethics and continuing education, Kenneth Donovan is dedicated to helping clients achieve their financial goals and secure their financial future.
295 Bendix Rd STE 150, Virginia Beach, VA 23452, United States -
The I Street Group - Morgan Stanley
● OpenThe I Street Group - Morgan Stanley is a prominent finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-tier financial services, The I Street Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The I Street Group - Morgan Stanley is committed to delivering exceptional service and results.
1775 I St NW Suite 200, Washington, DC 20006, United States -
Tesfaye Law
● OpenTesfaye Law is a professional and respected law firm located at 6416 Grovedale Drive in Alexandria, Virginia. Specializing in estate planning, immigration law, and trust administration, the team at Tesfaye Law is dedicated to helping clients protect their families and assets for the future. Their experienced attorneys understand the complexities of U.S. estate planning laws for noncitizens and are committed to providing personalized and effective legal solutions. From creating comprehensive estate plans to navigating fiduciary duties and trust administration, Tesfaye Law offers a wide range of services to meet their clients' needs. With a focus on education and communication, the team at Tesfaye Law is here to help you achieve your goals and secure a happy future for you and your loved ones. Contact Tesfaye Law today to learn more about how they can assist you in protecting your family's dreams for the future.
6416 Grovedale Dr Ste 202, Alexandria, VA 22310, United States -
Legacy Counsel Law, PLLC
● OpenLegacy Counsel Law, PLLC is a trusted law firm located in McLean, Virginia. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, Legacy Counsel Law, PLLC is here to guide you every step of the way. Visit us at 6718 Whittier Avenue to learn more about how we can help you secure your legacy for future generations.
6718 Whittier Ave, McLean, VA 22101, United States -
Groom Law Group, Chartered
● OpenGroom Law Group, Chartered is a prestigious institution located at 1701 Pennsylvania Avenue Northwest in Washington, D.C. Known for its expertise in benefits, retirement, and health care, Groom Law Group is dedicated to providing maximum value for clients with interests in federal legislation and regulatory guidance. The firm has been recognized for its commitment to employees, earning the USA Today 2024 Top Workplaces USA award and receiving top rankings in prestigious legal publications such as Chambers USA and The Legal 500 US. Groom Law Group is also included in Vault's Top 150 Under 150 and has been awarded the Gold Seal of Approval from MCCA for its sustainable DEI strategy.
1701 Pennsylvania Avenue NW #1200, Washington, DC 20006, United States -
Edelman Financial Engines
● OpenEdelman Financial Engines is a leading finance institution located at 19775 Belmont Executive Plaza in Ashburn, Virginia, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest, save for retirement, or plan for your children's education, the experienced team at Edelman Financial Engines is committed to guiding you every step of the way. Trust in Edelman Financial Engines to provide personalized solutions tailored to your unique financial needs.
19775 Belmont Executive Plaza Suite 530, Ashburn, VA 20147, United States -
Arbor Private Wealth, LLC
● OpenArbor Private Wealth, LLC is a finance institution located at 44679 Endicott Drive, Ashburn, Virginia, United States. As an independent Registered Investment Advisor (RIA), we provide personalized financial planning and investment management services to clients with complex financial needs. Our team is dedicated to getting to know the unique story behind each client's financial situation, and we work as fiduciaries to always prioritize our clients' interests. We take the time to understand your goals, obligations, and risk tolerance in order to create a tailored financial plan that aligns with your family's priorities. Our Investment Management services put this plan into action, ensuring that your retirement and investment accounts are managed according to the agreed strategy. We provide ongoing portfolio reviews, making adjustments as needed to accommodate changes in your life.
44679 Endicott Dr Suite 300, Ashburn, VA 20147, United States -
Potomac Financial Private Client Group, LLC
● OpenPotomac Financial Private Client Group, LLC is a finance and insurance agency located at 11130 Sunrise Valley Drive in Reston, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
11130 Sunrise Valley Dr #130, Reston, VA 20191, United States -
Cassaday & Company
● OpenCassaday & Company is a leading financial institution located at 8180 Greensboro Drive in McLean, Virginia, United States. Led by Steve Cassaday, who has been ranked as the #1 Financial Advisor in Virginia by Barron's for 9 years, our team of experts provides comprehensive financial planning and investment management services. We pride ourselves on offering impartial and objective advice, free from any conflicts of interest. As fiduciaries, we always act in the best interest of our clients. Our mission is to provide top-notch guidance with honesty, integrity, and excellence, all at a reasonable price. With a focus on client service and employee development, we have been recognized as one of the top wealth advisors in the country. Contact us today to learn more about how we can help you manage your wealth effectively.
8180 Greensboro Dr #1180, McLean, VA 22102, United States -
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors
● OpenWealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.
700 K St NW, Washington, DC 20001, United States -
Preston Wealth Advisors
● OpenPreston Wealth Advisors is a finance institution located at 1886 Metro Center Drive in Reston, Virginia, United States. Your financial journey is important to us, and we are dedicated to guiding you every step of the way. As a fiduciary, our interests align with yours, and we operate on a fee-based model with no hidden fees. We believe in building long-lasting relationships with our clients based on trust and mutual respect. Our data-driven approach ensures that we deliver results that are tailored to your specific goals and investment strategy. We see ourselves as partners to our clients, working together to achieve success.
1886 Metro Center Dr, Reston, VA 20190, United States -
ClearLogic Financial, Inc.
● OpenClearLogic Financial, Inc. is a finance institution located at 11107 Sunset Hills Road, Reston, Virginia, United States. Our clients are often federal professionals, recent retirees, or family-focused business owners. We provide services such as financial planning, retirement advice, investment management, tax planning, insurance analysis, estate planning, and more. We work to maximize our clients' assets, honor their emotions, and minimize their stress with a conservative and long-term approach. Our fee-only fiduciary model ensures that we provide 100% service for a maximum 1% fee. We emphasize the importance of long-term thinking and staying the course in investing. Financial clarity is liberating, and we strive to provide our clients with confidence and assurance in their financial decisions. If you are a federal employee approaching retirement or looking to invest with greater confidence, ClearLogic Financial, Inc. is here to help.
11107 Sunset Hills Rd STE 220, Reston, VA 20190, United States -
Bill DuBose, CFP ~ Heritage Financial, LLC
● OpenBill DuBose, CFP ~ Heritage Financial, LLC is a finance institution located at 6803 Whittier Avenue, McLean, Virginia, United States. At Heritage Financial, we work with individuals and families nationwide, providing wealth management and financial planning services. Our team of wealth advisors is not only knowledgeable but also compassionate and attentive, ensuring that your needs and goals are at the forefront of our recommendations. As a Registered Investment Advisory firm based in Gainesville, Virginia, we serve clients in Northern Virginia, Washington, D.C., and surrounding areas. We offer fiduciary guidance, always putting your interests first, and strive to empower you to make informed financial decisions. Contact us for a complimentary introductory conversation to explore how we can assist you in achieving your financial goals. Please note that HF does not provide tax or legal advice, and past performance is not indicative of future results. We are proud to have Certified Financial Planners on our team, demonstrating our commitment to excellence in financial planning.
6803 Whittier Ave Suite 200, McLean, VA 22101, United States -
CoreTegic Capital Wealth Management
● OpenCoreTegic Capital Wealth Management is a fiduciary financial institution located at 4250 Fairfax Drive in Arlington, Virginia. Our team of Certified Financial Planner professionals is dedicated to creating strategic plans for your financial future, tailored to your individual needs and goals. We provide comprehensive financial planning services, including retirement income planning, investment strategy development, and regular advice to help you grow and protect your assets. At CoreTegic Capital Wealth Management, we prioritize transparency and personalized service. Our founder, Anthony T. Reynolds, has over a decade of experience in the industry and is committed to helping clients navigate the complexities of wealth management with confidence.
4250 Fairfax Dr Suite 600, Arlington, VA 22203, United States -
Opulen Financial Group, LLC
● OpenOpulen Financial Group, LLC is a reputable finance institution located at 3033 Wilson Boulevard in Arlington, Virginia, United States. With a focus on providing top-notch financial services, Opulen Financial Group, LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Opulen Financial Group, LLC are dedicated to providing personalized and tailored financial solutions to meet your needs. Trustworthy and reliable, Opulen Financial Group, LLC is committed to helping clients navigate the complexities of the financial world with expertise and integrity.
3033 Wilson Blvd #700, Arlington, VA 22201, United States -
Merrill Lynch Financial Advisor Daniel Clemmer
● OpenMerrill Lynch Financial Advisor Daniel Clemmer is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with an advisor based on location and name, while also acknowledging the risks involved in investing. Services offered include brokerage, investment advisory, financial planning, insurance, annuities, trust and fiduciary services, and banking products. Merrill Lynch is committed to providing clients with information on products and services that may be beneficial to them. The institution operates under the global banking and global markets businesses of Bank of America Corporation, with various affiliates offering a wide range of financial services.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Stock Plan Advisory Group LLC
● OpenStock Plan Advisory Group LLC, located in Alexandria, Virginia, is a finance institution that specializes in providing holistic, progressive, and unbiased financial planning services to individuals and families. As a fee-only, independent firm, we focus on retirement planning and executive compensation for Fortune 500 corporate employees. Our team of Certified Financial Planners™ and Registered Investment Advisers are committed to serving as fiduciaries, always putting our clients' best interests first. From investments to retirement, income tax, insurance, and estate planning, we offer comprehensive financial planning services. With evidence-based investment strategies and a professional network of CPAs and estate planning attorneys, we ensure that our clients receive expert guidance in all financial decisions. Stock Plan Advisory Group is dedicated to providing objective, independent advice and never accepts commissions or compensation from third parties. As a fee-only state registered investment advisory firm, we are committed to serving our clients with the highest level of integrity and transparency.
500 N Washington St Suite 204, Alexandria, VA 22314, United States
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