Wealth Management & Financial Planning

DEW.jpg

We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Contact us today for a consultation (703) 383-1960. www.dewfmg.com


McAdam_Logo_Full-Color_boldtag-01.jpg
 

Adrian Vaughn
At McAdam we believe that we have completely reinvented the concept of financial advice to help take you and your future to a whole new level. Unlike most advisors, we strive to go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. With one of the largest financial networks in the country that includes hundreds of advisors, across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus.

Call Adrian Vaughn today @ 703 371-0516.


Massachusetts-Mutual-Life-insurance-.gif

Michelle Jefferson
MassMutual Greater Washington is an organization of skilled and credentialed professionals dedicated to developing specialized financial plans and offering sound financial solutions based on each person or organization’s unique needs and objectives. We pledge to deliver the utmost in client service and act with the highest standards of integrity. Contact Michelle today at (703) 919-6033 or michellejefferson@finanicalguide.com.

greaterwashington.massmutual.com


Jonathan Wright.jpg

Jonathan Wright - Transamerica Financial Advisors
At Transamerica Financial Advisors, Inc. and its Transamerica Financial Group Division (TFG), our representatives go to work each day with their clients in mind. What enables our representatives to offer solid, client-based services is the unique support they receive from the home office staff and company leaders. Contact Jonathan today!
dcwfg.com/jonathan-wright



FMK Logo.png

Our commitment is to teach basic credit principles that consumers can understand bringing about an immediate increase in the credit scoring system. We are taking our knowledge of credit management, financial literacy and and collection practices to the general public in the form of classroom structured seminars and workshops. POC Florence M. King call (703) 684-2005 or email fmkinc@fmkinc.com.
fmkinc.com


BowmanMainlogo60px.png

We offer a diverse suite of tax and financial solutions capable of meeting our clients’ most complex needs. As fiduciaries, we always put our clients’ interests first. Our tech resources allow us to engage and proudly serve our clients whether local or distant. POC Shellie Bowman @ shellie.bowman@taxliaison.com.
taxliaison.com


banks

Screen Shot 2019-02-25 at 5.27.54 PM.png
 

At M&T, we're focused on understanding what's important to you. Talk to us about your financial goals and, together, we can choose the financial tools and personal banking options that will help you reach your objectives. Let's get started. Stop in and see us today!

George Morton
Vice President - Commercial Branch Manager
M&T Bank Merrifield
8414 Lee Highway, Fairfax Va. 22031
Ph. 
(703) 573-6589 
Email: gmorton@mtb.com
www.mtb.com


BB&T.jpg

Jeffrey Miles

BB&T is one of the largest financial services holding companies in the U.S. with $225.7 billion in assets and market capitalization of approximately $33.1 billion as of December 31, 2018. Building on a long tradition of excellence in community banking, BB&T offers a wide range of financial services including retail and commercial banking, investments, insurance, wealth management, asset management, mortgage, corporate banking, capital markets and specialized lending. 
Contact Jeffrey @ (202) 251-1291 or jlmiles@bbandt.com