We offer comprehensive wealth management solutions for corporate executives, small business owners, and private equity/venture capital professionals. Our experienced team of CFP® Professionals, CPAs, and estate attorneys allows us to deliver in-depth advice to our clients on tax, insurance, retirement, and estate planning issues. In addition, we are a Registered Investment Advisor (RIA) that abides by a fiduciary standard in working with every client we serve, meaning that we place our clients' best interests above our own.
We work with over 3,000 clients around the country, and that capacity results in an ability to charge significantly lower investment and financial planning fees than most firms can offer. We are a ''fee only'' wealth management firm, meaning we do not receive any revenue from insurance or trading commissions.
Our clients often come to us with one driving question that is concerning them. It may be related to retirement, college planning, or caring for an aging parent. We use a Financial Health Assessment to gauge our clients' standing in regards to ten key areas of financial planning, and we deliver our solutions with all ten areas in mind: we do not answer a client's question in isolation in a manner that may cause unintended negative consequences to other important areas of their personal finances.
We are glad to offer a complimentary outside perspective for individuals who feel they may not be receiving good advice in their current relationship with an advisor. We have an ''Investment Analysis'' report that can identify gaps in a portfolio allocation, hidden fees that individuals may not be aware of in the investments being used for their portfolio, and a comparison of the current portfolio structure against an ''Efficient Frontier'' portfolio construction.
Please contact Joel Cundick at 703-288-0500 to schedule a complimentary consultation. (Joel has lived in Olney since 2004 and has four children in the Sherwood cluster.)
While you are welcome to come to our office in McLean, VA at any time, Joel also makes regular house calls to clients in the Olney area.