Financial Advisors in Sterling, Virginia (Loudoun County)

Mitchell Martin, CFP, MBA
Mitchell Advisory is a fee-only financial advisory firm specializing in investment management and retirement planning. We pride ourselves in being a trusted advisor to our clients—most of our clients have been working with us for over a decade, and they depend on us to fully understand their financial needs and use our expertise to help them choose the strategies and investments that will best serve them. We pride ourselves in being a small firm offering highly personalized service by our firm’s principal, Mitchell Martin, who has been advising clients for over 18 years. Mitchell is a Certified Financial Planner, NAPFA Registered Financial Adviser, and whose educational background includes a Masters in Finance, from MIT’s Sloan School of Management. Mitchell Advisory charges a fee based on assets under management, (1% or less based on a sliding scale) that cannot exceed a maximum of $3,000 per quarter. This is especially attractive to clients whose assets exceed $2 Million, where asset based fees can become particularly onerous.
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Gordon Bernhardt, AIF, CFP, CPA/PFS
At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, and intelligent asset allocation. We design each client's portfolio using these principles to lay the foundation for their future financial security. Because we serve as their Personal Chief Financial Officer, our clients have more time to spend with their family, to give back to their communities or to engage in other matters of personal and professional importance. We specialize in serving accredited investors in the Mid-Atlantic area.... See More

Kimberly Cox, CFP, MBA
Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $950 million in assets and throughout the years we have consistently received national recognitions in publications such as Medical Economics, Worth, and Wealth Manager. Each member of our professional staff has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst® (CFA) Charterholder or Certified Public Accountant (CPA) designation.Our disciplined approach to financial planning will guide clients through the prioritization of their short and long-term goals and the process of financial planning. Whether discussing individual issues, such as retirement cash flow and estate planning, or developing an integrated plan, our experienced planners assist clients in achieving their goalsOur investment management strategy stresses diversified portfolios that are tailored to each client’s individual circumstances. We primarily use individual bonds for the fixed income portion of the portfolio and for the equity portion we use index funds, actively managed funds and individual equity positions... See More

Daniel Joss, CFP, MBA, RLP
Joss Financial Group is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Williamsburg, VA, Metro DC area, and virtually throughout the country. Our services include objective financial advice, continuous fiduciary oversight, and financial life planning. We bring financial confidence to our clients so they can live what matters to them with more freedom. ... See More

Comprehensive wealth managegment services delivered with an ongoing financial planning focus.

Eileen O'Connor, CFP, MBA
Hemington Wealth Management is one of the fastest growing firms in the nation because we have demonstrated a vision and commitment that leads to client success. Our name explains why. Every summer growing up, Hemington's Managing Principal, Eileen O'Connor, would excitedly load into the family car with her parents and seven siblings and drive to a rented beach house. During the trip, the family always passed by a beautiful beach home dubbed “the Hemington.” The house seemed out of reach for a working-class family with eight kids. But O'Connor's parents dreamed big. They wanted that house. After saving for more than 20 years, they purchased the home that served as a family gathering spot for many years. Hemington's name is a perfect metaphor for what we do. Everyone has a Hemington. It's our job to uncover our clients' Hemington and help them achieve it. Hemington is the go-to firm for successful breadwinner women, due in large part to Eileen O'Connor's groundbreaking studies that have forever changes how the industry and media view women investors. ... See More

John Pugh, CFA, CFP
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning. In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees. Since 2005, Bob and IWM have been helping clients achieve their financial goals: • Managing the investment portfolio you and your family have built• Retirement planning for individuals and businesses • Maintaining your standard of living... See More

Joseph D'Orazio, BS, CFP, CPA, JD, LLM

Wesley Stien, MBA

Paul Collinson, CFP, MBA
Legacy Planning Advisors, LLC Think - Plan - Trust
Paul O. Collinson, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible' tenet of the Garrett Planning Network.
Among the financial advice and planning services offered are: Retirement projection with recommendations Mortgage and consumer debt review and counseling Retirement planning, including 401(k) and TSP plans Retirement plan roll-overs, including IRAs Retirement and investment portfolio recommendations Risk tolerance assessment and asset allocation recommendation Life and disability insurance needs review Property and liability insurance needs review Education funding, including 529 plans and Coverdell ESAs Cash flow analysis and budgeting Legacy and estate planning
During a free, no-obligation Get Acquainted meeting, prospective clients are quoted a range of fees and the presentation meeting is scheduled. The hourly fee is the only monetary compensation-no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums.... See More

Lisa Kirchenbauer, CFP

Timothy Wesling, AIF, CDFA, CFP, CMFC
We offer comprehensive financial planning, including: Goal development Spending plans and record keeping Retirement planning Tax planning including retirement plan and IRA distributions Investment management per your personal Investment Policy Statement Estate planning Tax preparation reviews Complete insurance reviews of needs and coverage
Our strict fee-only pledge to you is fulfilled through an annual retainer fee structure based on the complexity of the engagement. The fee covers all meetings, phone calls, research, analysis, and recommendations. Investment management can be included, if requested.
We are truly independent since we are neither tied to nor compensated by any investment or insurance company, or any other financial product provider.
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Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.... See More