Everyone enters the financial planning process for different reasons. We want to know yours. Our process begins with an earnest conversation because we want to get to know you and build the foundation for a lasting relationship and deep understanding. We’ll learn about your life and gain an understanding of what you value most. This way, we can keep your ultimate desires at the center of our planning and investment management process.
Once we understand your values, we’ll help you bring a macro perspective to micro planning. This means we will help you identify and clarify all your major goals. Then we’ll plan around them from every angle, creating holistic, specific, time-based and risk-appropriate strategies and objectives to help you pursue those goals.
In order to create a plan and a strategy that’s unique to you, we provide a comprehensive assessment of your current financial situation — even down to the insurance policies you hold. A detailed look at your finances helps us create a more holistic, personalized financial plan and investment strategy.
As a family firm with family office-style services, we understand how your needs can change over time. With precision and care, our dedicated advisors craft custom financial solutions for your current and future goals, in every season and for each generation.
At Financial Advantage Associates, we embrace the all-in-one capabilities of AdviceWorks® to help you visualize your finances and develop a tailored plan. Through AdviceWorks, you can access all your accounts, collaborate with your advisor and see progress toward your goals, all in one place. It’s your finances — made simple.
Serving in the DMV area, we specialize in building financial solutions for individuals, families, government employees and non-profit organizations.
Face life’s pivotal moments, challenges and opportunities with confidence. Partner with Financial Advantage Associates for personalized planning.
Financial Advantages Associates is a locally owned family firm. Our financial advisors have deep roots here, serving in our community from our community.