Financial Advisors in Woodbridge, Virginia (Prince William County)

Glenn Mickelson, CFP
Professional Financial Solutions, LLC is a registered investment advisor started in 1997. We serve clients in the D.C. metro area and throughout the country. We advise clients in all areas of their financial lives. Our investment philosophy is to design investment portfolios to meet long-term financial goals while giving our clients the ability to ignore market gyrations. Since teamwork provides the best results both advisors in the firm participate in all client meetings.... See More

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

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

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

Edwin Knowles, CFP

Fee-Only NAPFA Comprehensive Financial Planners. We service all public and nonpublic clients including being an expert in the Federal Government Employees Retirement Benefits. No commisssion charged.

Barry Glassman, CFP
Your Financial Success is about more than bar graphs and pie charts. It's about you. At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring. People engage our services because they know the stakes are too high to accept anything other than investment excellence. They come to us for many reasons. They stay with us because we offer personalized, service-driven wealth management unlike anything they've experienced before. We're a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgement or sway our allegiance. We work for you and your family alone.... See More

Dave Yeske, CFP
At Yeske Buie, our greatest strength is our dedicated team of advisors and client service professionals, led by our two founders, who between them have 50 years of combined experience practicing financial planning and leading the profession.
Money, however hard earned, is a renewable resource. At Yeske Buie we help our clients make the most of their most valuable resource, life.
Wealth presents you with wonderful opportunities. It also brings the challenges of complexity and uncertainty. Our clients have earned their wealth, and the question many ultimately find themselves facing is how to make the most of it.
How can your success enhance your life? Are you harnessing your wealth to its full potential? Are you living the life of your dreams – are you truly living big?
Live Big® - It’s about the size of your life, not the s... See More

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

Phillip Bour, CFP, EA
MISSION STATEMENT: Encourage. Equip. Educate.BourGroup serves the middle-class market, holds no assets under management and charges hourly and/or fixed one-time fees for comprehensive plans.OBJECTIVE: To provide meaningful comprehensive financial planning and monitor implementation and to encourage and educate individuals and families in successful execution of the 9 Steps (earnings, giving, taxes, savings, insurance, spending plan, investing, retirement and estate planning) to Financial Security with a biblical perspective.OVERVIEW: BourGroup (Advisor) provides financial planning services which may include advice on cash flow, debt management and college funding as well as the 9 steps mentioned in the mission statement. The Client's current financial situation, needs, goals, objectives and tolerance for risk are first evaluated and then the Advisor presents the analysis in a written summary of recommendations over each area that the Advisor was engaged to provide advice. BourGroup believes that the appropriate allocation of assets across diverse categories (stocks vs. bonds, international vs. domestic, large-cap vs. small-cap, growth vs. value) is the primary determinant of portfolio returns and critical to the long-term success of one's financial objectives. In addition, investment portfolios do not stand alone but must be considered with the returns of other assets including home equity, emergency funds, pensions and other retirement funds that may exist.BourGroup is available to help with implementation of plan recommendations. Periodic financial checkups to monitor results are recommended and the Client is encouraged to initiate this review at 6 months and 12 months after the material is presented.... See More

Lisa Kirchenbauer, CFP

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

Jeffrey Zures, CFP, CPA
Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals. Upon the completion of an initial complimentary consultation, our financial planning and tax services are billed at $200 per hour. A fixed fee will be quoted at the beginning of each engagement. Our portfolio management service is billed at 1.00% annually of the assets we manage. Please feel free to contact Jeffrey J. Zures, CPA, CFP at extension 2 or ... See More