Financial Advisors in or around Alexandria, Virginia

Gordon Bernhardt (CRD#:1998159) is an experienced financial advisor with Bernhardt Wealth Management, Inc., located at 7601 Lewinsville Road, Suite 210, McLean, VA 22102. Gordon has over 23 years of experience as a financial services professional/consultant.

About the Firm: At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments.

Gordon's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs).

Gordon's portfolio size requirement is $1,000,000. Gordon's compensation methods: Based on Assets.

Gordon can be reached at (703)356-4380 and is generally available for a meeting at firm's office.

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WiserAdvisor >   Virginia >   Alexandria 

Premium Financial Advisors Listing

Fieldstone Financial Management Group, Financial Advisor from Alexandria, Virginia Fieldstone Financial Management Group


(800) 888-5164
1940 Duke st in Alexandria,
Alexandria, VA   22314
Distance : 1 miles

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United St.......

Carlos Sava, Financial Advisor from Alexandria, Virginia Carlos Sava


(608) 561-1480
1020 N Highland St,
Arlington, VA   22201
Distance : 5 miles

Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The firm's mission is to provide sophisticated, disciplined, and transparent financial recommendations. CCM's core strategy is an actively managed equi.......

Jit Tandon, Financial Advisor from Alexandria, Virginia Jit Tandon


(703) 629-2049
7905 Deerlee Dr,
Springfield, VA   22153
Distance : 11 miles

Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retirees of the federal government, teaching profession and business executives. Jit is the co-author o.......

Ken Stanley Col. USAF (Ret.) - VP, Financial Advisor from Alexandria, Virginia Ken Stanley Col. USAF (Ret.) - VP


(703) 281-1191
200 Ridgewood Ct NE,
Vienna, VA   22180
Distance : 12 miles

The Burney Company is an equity research and investment management firm that seeks to maximize long-term returns through the use of proprietary fundamental quantitative techniques and analysis. Founded in 1974 by Brig. General Jack Burney who pioneered work in this area beginning in the early 1950s, Burney expanded from its Falls Church headquarter.......

Gordon Bernhardt, Financial Advisor from Alexandria, Virginia Gordon Bernhardt


(703) 356-4380
7601 Lewinsville Road,
Suite 210,
McLean, VA   22102
Distance : 13 miles

At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments. We design each client's portfolio using these principle.......

Marc Schliefer, Financial Advisor from Alexandria, Virginia Marc Schliefer


(301) 683-7087
7910 Woodmont Avenue Suite 900,
Bethesda, MD   20814
Distance : 13 miles

Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and growth. Our strategies are designed to provide individuals and businesses with opportunities for potentially more money and benefits, no extra out.......

Douglas Rausch CPA,CFP, CLU, Financial Advisor from Alexandria, Virginia Douglas Rausch CPA,CFP, CLU


(301) 913-0080
6931 Arlington Road, Suite 300,
Bethesda, MD   20814
Distance : 13 miles

Welcome to Rausch Financial

Since 1989, we have worked with successful families and small businesses solve life’s greatest financial challenges.

The stakes are too high to bring anything less than the best capabilities to your financial life. As a trusted advisor, my duty is to give my clients the right tools, insight and reso.......

Pat Volk, Financial Advisor from Alexandria, Virginia Pat Volk


(703) 288-6988
8130 Boone Boulevard Suite 220,
Vienna, VA   22182
Distance : 14 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Fardin Nematollahi, Financial Advisor from Alexandria, Virginia Fardin Nematollahi


(703) 734-6581
8045 Leesburg Pike,
Suite 700,
Vienna, VA   22182
Distance : 14 miles

Our mission is to provide affluent individuals and organizations with advice that they can trust, thereby helping them to pursue their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients’ long-term goals and aligned with their life values. We will strive to b.......

Edward D Williams, Financial Advisor from Alexandria, Virginia Edward D Williams


(703) 854-1960
10560 Mian Street,
Suite 305,
Fairfax, VA   22030
Distance : 16 miles

DEWFMG provides investment management, financial planning and retirement planning services, insurance and products to individuals, small businesses and non-profits. We are backed by a team of financial professionals within LPL Financial LLC. LPL Financial is the nation’s largest independent broker dealer*.
We use a four step process to plannin.......

Arthur  A. Hall, Financial Advisor from Alexandria, Virginia Arthur A. Hall


(703) 598-2789
The Fairways Executive Center,
11654 Plaza America Drive, Ste.152,
Reston, VA   20190
Distance : 18 miles

StrategicGlobal Insight, LLC is a fully independent, unbiased, fully fee-based (no commissions)comprehensive financial planning, investment advisory, and life planning firm. SGI has partnered with some of the biggest and best custodians and money managers in the industry to bring their clients a comprehensive and life-long investing approach specif.......

Trow Trowbridge, Financial Advisor from Alexandria, Virginia Trow Trowbridge


(703) 988-7850
1801 Robert Fulton Drive,
Suite 350,
Reston, VA   20191
Distance : 18 miles

Dominion Wealth Management, Inc. is your one-stop comprehensive wealth management firm. Our holistic approach strives to help you live your best life in retirement and our industry leading processes have helped our clients attain financial success as we guide them through safe and informed decisions. Our unique and thorough three-step approach wil.......

Other Financial Advisors Listing

David Middleton, Financial Advisor from Alexandria, Virginia David Middleton
Middleton Advisory

3 Bethesda Metro Center,
Suite 700,
Bethesda, MD   20814

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas.......

Bill Bancroft CIMA®, Financial Advisor from Alexandria, Virginia Bill Bancroft CIMA®
Convergent Wealth Advisors, LLC

12505 Park Potomac Avenue,
Suite 400,
Potomac, MD   20854

Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe.......

Mitchell Martin, Financial Advisor from Alexandria, Virginia Mitchell Martin
Mitchell Advisory, Inc.

11710 Plaza America Drive, Suite 2000,
Reston, VA   20190

We are advisers...not salespeople. Unlike many other financial planning firms we operate strictly on a fee- only basis. No commissions means no sales pressure and since we are exclusively paid by .......