We believe the "joy of financial planning" is where money meets meaning in life.
We know that the families of Northern Virginia (and surrounding areas) have strong ambitions and aspire to do something special with their money. To do that, these families need a firm that goes beyond the traditional product sales of the big-box brokerage firms. We voluntarily committed to the FIDUCIARY STANDARD which requires us to advise our client families as we would our own family. We want to empower you and your kids with financial literacy, financial independence and and the ability to change the world. We believe sharing the "joy of financial planning" can help us do that. The PRINCIPALS of the firm began their study of money first in corporate finance before transitioning to personal finance. Their ongoing financial education intentionally makes room for personal studies in psychology and character.
We structure our family wealth advice around a wealth creation and preservation system called, FAMILY GOVERNANCE. In part, family governance is an understanding that with growing wealth comes a growing sense of responsibility. Our business is helping clients implement family governance strategies along with the six (6) comprehensive strategies of financial planning. If you respond to the idea of managing wealth responsibly; if developing a high-net-worth (and high-self-worth) family resonates with you, we should talk.