Serving Northern Virginia and the D.C. Metro Area Since 2001
The Buckingham Fairfax team uses a customized, comprehensive wealth management process that combines financial planning and an evidence-based, disciplined investment philosophy. We strive to manage and enhance clients’ entire financial lives by providing sound advice with an uncommon level of continuing service. We believe the best investment decisions are not achieved by answering questionnaires, but are developed by thoroughly understanding your overall financial picture. We take the time to get to know you, your current situation and what you want to achieve.
Our team of multi-credentialed advisors brings common sense and a wealth of professional insight to your financial decision-making process. We specialize in working with clients facing financial transitions, which can include retirement, divorce, loss of a spouse and sudden wealth. Together, we will collaborate on the strategies that will help you achieve your goals. Our team, which was formerly Focus Wealth Management Ltd., joined Buckingham in 2017 and also serves our Middleburg office.
- Retirement Planning
- Portfolio Design and Management
- Tax-Efficient Strategies
- Estate Plan Review
- Cash Flow Planning
- Customized Fixed Income Portfolio Construction
- Social Security Optimization
- Multigenerational Planning
- Higher Education Savings
- Coordination with Other Professionals (CPA, Attorney)
- Insurance Review
- Charitable Gift Planning and Family Legacy Planning