Overview

We are the Northern Virginia offices of a $16B+ nationwide RIA based out of Boston. Our Fairfax, VA office manages well over $1B in AUM and we are actively looking to grow! One of our local teams recently bought a $800mm+ book so we have the experience and resources to get a deal done. We work with all the major custodians including TD, Schwab, Fidelity so we do not ask clients to move their assets. We firmly believe in financial planning and have a deep bench of experts for most any topic. We partner with CPAs and are looking for like minded advisors to grow and expand our fee based practice here in Virginia. I’d be happy to chat with you to learn more about your practice and see if we might be a good fit.

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