Overview

Who We Serve

Kevin's specialty is helping couples as they near retirement. He guides them in decision making as big life changes loom. Once couples cross that threshold, they can rest assured that Kevin is implementing their plan and will be there for their future needs.

Most of our clients:

  • First come to us at an average age of 57
  • Live in, or near, Fauquier County, Virginia
  • Are married and have kids—often grandkids as well
  • Have a household net worth (including home) of $1.5 million–$5 million
  • Are—or were—top executives

An Integrated Plan

We’ve been helping retirees in the greater Northern Virginia area prepare for their financial future since 2002. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your retirement goals.

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly impartial guidance in all areas, including:

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well positioned to pursue your dreams
  • Estate planning, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Business planning, to help you manage and grow your business
  • Taxation, to minimize the tax burdens you face now and in the future

Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build the plan that works for you.