Fairfax

Serving Northern Virginia and the D.C. Metro Area

Fairfax

11325 Random Hills Rd
Suite 210
Fairfax, VA 22030

Team of eight Fairfax financial advisors, showcasing professional collaboration

Team of eight Fairfax financial advisors, showcasing professional collaboration

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Life isn't linear. Your plan shouldn't be, either.

Enjoy some of our latest resources

  • July 15, 2025

    Quarterly Investment Commentary: July 2025

    After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.

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  • July 09, 2025

    One Big Beautiful Bill: A Summary for Tax Planning

    The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

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  • June 23, 2025

    6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes

    As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.

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