Financial Advisors in Warrenton, Virginia (Fauquier County)

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.

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

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

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

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

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.

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

Edwin Knowles, CFP

Dean Knepper, CFP, CPA
In 2000 Dean founded Lifetime Financial Planning (LFP), a firm dedicated to offering its services to “everyone” on an as needed basis for an hourly fee. His goal is to make a real difference in peoples' lives by helping them solve their financial problems and reach their life goals.
Unlike most of the national financial service firms, LFP does not sell any proprietary investment or insurance products, which might cloud their objectivity. At Lifetime Financial Planning there are absolutely no commissions, sales quotas or incentive contests driving their recommendations.
The firm’s offices are located in Herndon (Fairfax County) and Leesburg (Loudoun County) Virginia. Both are located just 3 minutes from the Dulles Toll Road, providing easy access for residents of Northern Virginia, Frederick and Montgomery Counties in Maryland, and Washington DC. Saturday appointments are available.... See More

Richard Slater, BS, CFP
I am an independent, fee-only investment advisor and manager. I do not accept any commissions nor do I sell any products. This gives me no incentive to make excessive or unnecessary trades that could “eat away” at your returns.
My goal is to work with each client to provide a personalized investment strategy that will change over time. Of course, you must reduce risk as you approach retirement, but there's also an important difference in strategy once you begin drawing from your accounts. The emphasis shifts from earning returns on investments to earning returns from investments.
The best way to explain this further would be to sit down for a consultation. I can look at your current investment strategy and make specific recommendations. Again, because I operate fee-only, this would not be a sales pitch.... See More

J. Mark Joseph, CAP, CASL, CFP, ChFC, CLU, CPA/PFS
Sentinel Wealth Management, Inc. is a fee-only wealth management firm headquartered in Reston, Virginia. Accepting new clients with investable assets of $1,000,000 or more, Sentinel strives to provide comprehensive financial planning and portfolio management as key elements of our service. The principals at Sentinel hold both the CFP® and CPA designations, as well as numerous financial industry designations and advanced degrees. Equally important, each has many years of experience in the financial services industry, so you can be confident that you will work with an advisor who is well prepared to handle whatever financial challenges you may have.... See More

John Vyge, CFP
Hillebrand Financial Planning, LLC specializes in working with federal government employees, corporate executives, business owners, and technology professionals. Our mission is To Organize Our Clients' Financial and Investment Lives for a future retirement, career, or other family goal. We do this through as-needed financial, retirement & goal planning advice and risk managed investment management.We start with Goal Setting, where we sit down with you for 75 minutes to discuss your long term goals in the areas of retirement, housing, personal finance, estate planning, and college funding. We help you see your finances and investments in terms of what they can do for you. Once we have determined what your goals are for your life, we complete a thorough Financial Assessment to see where you stand against a variety of benchmarks. At this point you are provided with a variety of ways to strengthen your current finances and investments. We then provide detailed recommendations in the form of a Final Plan Review where you can ask detailed questions, and run a variety of What If scenarios live so no stone is left unturned. All clients are offered a follow-up session called a 3 Week Follow-Up after the final plan review to rerun any scenarios and address any unanswered questions.Many clients experience a series of breakthroughs in the areas of cash flow planning, risk management, tax deferral opportunities, and investment options. More importantly, you'll be relieved of the stress and time that your finances and investments can occupy while thinking about the future.Our services are provided on an hourly, fixed fee, or ongoing management basis so that you can receive services in a way that meets your budgetary and timing needs.About Hillebrand Fina... See More

Joni Alt, CFP
Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We serve as your financial quarterback. This entails the dynamic, ever-changing combination of investment management, financial planning and the many essential ingredients that together constitute your financial landscape. We strongly believe that the lost art of world-class service is crucial to a successful and continuing relationship. By consistently delivering on our promises, we strive to meet and exceed your expectations. While we see superior returns over time, we also remain very sensitive to your risk tolerance. Whether investment related or a general financial planning issue, our approach is to constantly balance the risk factors involved with the potential rewards.... See More

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