TOP 30 Legacy wealth management in Falls Church, Virginia

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Ascend Planning & Consulting is a finance institution located at 3141 Fairview Park Drive in Falls Church, Virginia. We specialize in providing expert financial planning and consulting services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized guidance and innovative solutions to help our clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or strategize for your business, Ascend Planning & Consulting is here to help you reach new heights in your financial journey.

YHB | CPAs & Consultants is a well-established accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. With over seventy years of experience, we specialize in serving local organizations in healthcare, nonprofit sector, government contractors, veterinary offices, construction companies, and individuals and businesses. Our team of experts is dedicated to helping you manage your assets, grow your personal wealth, and plan for your legacy. No matter the size of your business or organization, we offer accurate bookkeeping and other essential services to meet your financial needs. Our Cameron St. office provides a secure drop box for receiving files 24/7, ensuring the safety and confidentiality of your information.

Murray Jonson White & Associates, located at 6402 Arlington Boulevard in Falls Church, Virginia, is a renowned accounting and finance institution that has recently merged with Yount, Hyde and Barbour (YHB). With a history dating back to 1959, MJW offers a wide range of accounting and tax services to private sector companies, non-profit organizations, individuals, and fiduciaries in the Washington, D.C. metropolitan area. The merger with YHB has allowed MJW to expand its resources and expertise, providing clients with even more comprehensive services. The partnership between the two firms is based on a shared dedication to quality, client relations, community commitment, and staff care. With the addition of MJW, YHB now has seven locations in Virginia, strengthening its presence in the region and offering easy access to clients in neighboring states.