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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Leesburg. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Leesburg

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Leesburg, Virginia
Financial Advisor Office Location Phone Number
Gian Deguzman,
Financial Engines Advisors, LLC
1900 Campus Commons Drive,
Reston, VA  20191
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(800) 822-1461
(703) 288-6988
Michael Krowe,
Edelman Financial Services, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(888) 752-6742
Brad Garner,
Financial Engines Advisors, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
Jim David,
David Wealth Management, LLC
8315 Lee Highway,
Fairfax, VA  22031
(703) 560-8300
Bryan Beatty,
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA  22043
(703) 506-0843
Ken Grier,
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA  22314
(800) 822-1461
Brent Weiss Head of Planning,
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257

Information on Qualified Financial Advisors in Leesburg

Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1900 Campus Commons Drive,
Reston,
VA 
20191
Phone Number (800) 8221461

Office Location 8100 Boone Boulevard Suite 640,
Vienna,VA  22182
Phone Number (703) 2886988

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Information Science and Systems, Radford University Business Background: Mike Krowe has been an investment advisor for nine years, and has been with Edelman Financial Services since 2009. Employment History: 2016–Present: Associate Director, Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Edelman Direct Advisor II for Edelman Financial Services. Provided financial advice to clients. 2012–2015: Edelman Online Advisor for Edelman Financial Services. Provided financial advice to clients. 2009–2014: Client Service Associate for Edelman Financial Services. Provided client support. 2007–2009: Financial Specialist at Wachovia. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™ Chartered Retirement Planning Counselor℠

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 4862499
FirmCRD# 104510
Series 6, 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 9631000

Joined Financial Engines in 2016. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Finance from North Carolina State University. Married to Sharon. They have one child: Sadie Margaret. Brad enjoys golfing, travel, biking, spending time with his wife and daughter, and is also an avid sports fan.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4092356
FirmCRD# 164232
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 8315 Lee Highway,
Suite 325,
Fairfax,
VA 
22031
Phone Number (703) 5608300

*Managing Member at David Wealth Management LLC Fairfax, VA July 2012 - Present (5 years) Co-founder of David Wealth Management LLC, an independent financial planning and investment management firm focused on providing customized wealth management solutions to individuals and families. *Investment & Strategic Advisor at Brown Advisory Chevy Chase, MD May 2009 - June 2012 (3 years) *Managing Director at Private Wealth Group at FBR Arlington, VA 1999 - 2009 (10 years) *Tax Director at CBIZ Fairfax, VA 1998 - 1999 (1 year) Supported transitional efforts following the sale of David & Samson PLLC to CBIZ. *Managing Member at David & Samson PLLC Fairfax, VA 1993 - 1998 (5 years) Co-founder of David & Samson PLLC, a well-respected certified public accounting firm that provided a wide range of accounting and tax services to individuals, families, and businesses. Successfully built the business and positioned the firm for sale to CBIZ. *TPIC Tax Person-In-Charge Washington, DC 1988 - 1993 (5 years) TPIC of the tax department of the DC practice office of Kenneth Leventhal & Co, one of the most widely recognized CPA firms in the nation. In 1995, Kenneth Leventhal & Company was merged into Ernst & Young.

About David Wealth Management, LLC

Who We Are We are a fee-only, fiduciary & independent Registered Investment Advisor and help our clients make the most of their wealth through investment, financial, and tax advice. Who We Serve We serve a variety of clients including executives, business owners, and retirees. We work with clients planning for retirement and advise them on disciplined and well researched strategies to target long-term wealth in the capital markets. We work with clients in retirement and advise them on sensible and tax-efficient distribution strategies to provide them income for today and growth for tomorrow to make their retirement accounts last. What We Do Our clients seek well diversified investment portfolios and we provide them with retirement, estate, tax and insurance planning and investment advisory to make the most of their wealth. Why Clients Work With Us Our clients are busy and work with us because they want to simplify and organize their financial lives. They understand that financial planning is complex, so they seek to work with someone they can trust to make the most of their wealth. We help our clients to simplify their financial goals and plans, on the things that matter most to them, so they feel confident in their future. How to Get Started We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. Our mission is to positively impact our client’s lives. Schedule your no obligation consultation to get acquainted.



Qualifications CRD# 2207998
Series 6, 7, 26, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1919 Gallows Rd, Suite 980,
Vienna,
VA 
22043
Phone Number (703) 5060843

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER which it awards to individuals who successfully complete the CFP boards initial and ongoing certification requirements.

About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life’s financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 2331 Mill Road,
Alexandria,
VA 
22314
Phone Number (800) 8221461

Joined Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Member of the Chesterfield Chamber of Commerce. Hometown is Richmond, VA. Married to Stacey. They have one child: Leighton. Ken enjoys market history and research, traveling, range/target shooting, tennis, and carpentry projects on his more than 100 year old home.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.