Financial Advisors in Great Falls, Virginia (Fairfax County)

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

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

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

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

Futurity Capital, an independent, fee-only Registered Investment Advisor, is focused on helping you discover a secure financial future. In addition to investment management, we offer both hourly, as-needed assistance and comprehensive, holistic financial planning.

By understanding what matters to you, we can better help you achieve your goals. The choices you make now about your money and your future will likely impact you and your family for many years to come. Those decisions are best made with objective, expert input from a CFP® professional who will help you simplify & organize your life.... See More

Darren Koch, AAMS, CFMC, CFP, CRPS
We are an independent Wealth Management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today.
Our comprehensive array of services includes investment management, tax planning, risk management, estate planning, retirement analysis and asset protection solutions that work together to support your unique needs and objectives. Each of our clients receives personal attention from a dedicated expert Wealth Manager and our unique fee-only style prevents potential conflicts of interest. Above all else, we provide advice that is in the best interest of our clients.... See More

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

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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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

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