Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
THINK GLOBALLY & INVEST GLOBALLY
David Wealth Management LLC is an independent, fee only, Registered Investment Advisory firm based in Fairfax, VIrginia, which provides financial planning and investment advisory services throughout the greater Washington, DC area.
With significant wealth comes with significant complexity. For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth through investment, financial, and tax advice, both as a Registered Investment Adviser and a Certified Public Accountant.
Unbiased investment advice stems from...
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 firstname.lastname@example.org
John Hensley (CRD# 1316159) is an Investment Advisor Representative working part-time at Palatine Advisors, Inc. (my firm) in Herndon, VA and has 17 year of experience in the finance industry.
My professional experience includes working full time in institutional pension management, overseeing plans from $3 billion to $12 billion and currently I am a fixed income specialist with one of the 20 largest pension plans in the U.S. This experience provides insight and the ability to allocate assets in a structured, disciplined, and customized approach where fees are of paramount importance.
John Frisch (CRD# 1648645) is an Investment Advisor Representative working at Alexandria Capital in Woodbridge, VA and has over 29 years of experience in the finance industry. John Frisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy McCleerey (CRD# 4897238) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Woodbridge, VA and has over 8 years of experience in the finance industry.