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FINANCIAL PLANNERS IN Ashburn, VA

Helping you elevate your financial potential

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Visiting our Office

19775 Belmont Executive Plaza

Suite 530

Ashburn, VA 20147

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THE Ashburn, va TEAM

    Aaron Kirkland

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    Bob Sargent

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    Cheryl Langston

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    David Sheehan

    Executive Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    Frank Barkanic

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    Gian Deguzman

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

    Isabel Cooper

    Executive Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

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    Ken Murray

    Executive Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

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    Mariah DeHaven

    Director, Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Planning

    Planner detail

Working with us in Ashburn, VA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Ïã¸ÛÁùºÏ²Ê×ÊÁÏ office in Ashburn is here for you, serving Loudoun County and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Frequently Asked Questions

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by µþ²¹°ù°ù´Ç²Ô’s* – awarded each September (2018-2024) byÌýµþ²¹°ù°ù´Ç²Ô’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

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* TheÌýµþ²¹°ù°ù´Ç²Ô’sÌý2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.ÌýThe 2024 ranking refers to EFE as the top mega RIA defined as firms that manage 2% or more of the total assets of all ranking applicants. The 2018 ranking refers to Edelman Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Services, LLC, which combined its entire advisory business with Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.

Becoming an Ïã¸ÛÁùºÏ²Ê×ÊÁÏ client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Ïã¸ÛÁùºÏ²Ê×ÊÁÏ to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your advisor, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

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