Serving Northern Virginia Families
The Buckingham Middleburg 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 has been helping clients since 2001, formerly as Focus Wealth Management Ltd., and also serves our Fairfax 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