Trusted Financial Guidance for Families of Business Professionals, Executives, and Physicians
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
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In order to offer personalized attention and a high level of service, I work with a select group of clients. These clients are business professionals, corporate executives of small and mid-sized businesses, and physicians (e.g. orthopedic surgeons, anesthesiologists, obstetricians, gynecologists, critical care physicians, and surgeons). They face a number of immediate and future milestones, be it a new child on the way, a promotion, an equity event, or a transition from resident to attending. Whether they are anticipating or already experiencing these life events, they seek a financial advisor who can help them address their financial concerns, from properly managing their wealth to preparing the transition into retirement to protecting their assets. I work closely with these clients to create a strategy that not only addresses their current needs, but also future goals, working alongside them for the many years to come.
Based in Alexandria, Virginia, I work with clients throughout the Virginia, Maryland, and Washington D.C. area. Share your questions with me by email at firstname.lastname@example.org. Or, to chat about how I may be able to help you, please call my office at (703) 635-3300 to set up a no obligation introductory meeting.
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This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations
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