Focus Wealth Management, Ltd.

Focus Wealth Management, Ltd. (CRD# 116836) is a financial advisory firm headquartered in Middleburg, VA. They manage $249,697,560 in 540 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $462,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Focus Wealth Management, Ltd.
Showing 1 - 6 of 6 top financial advisors.
1
Helen L. Modly
CRD#: 1161671
112 W. Washington Street, # 201, P.o. Box 327, Middleburg, VA 20118
96
Wealthminder
score

Helen Modly (CRD# 1161671) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 34 years of experience in the finance industry. Helen Modly 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.

2
Tommie L. Monez
CRD#: 1424061
112 W. Washington Street, # 201, P.o. Box 327, Middleburg, VA 20118
96
Wealthminder
score

Tommie Monez (CRD# 1424061) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 21 years of experience in the finance industry. Tommie Monez 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.

3
Sandra L. Atkins
CRD#: 2831552
112 W. Washington Street, # 201, P.o. Box 327, Middleburg, VA 20118
93
Wealthminder
score

Sandra Atkins (CRD# 2831552) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 20 years of experience in the finance industry.

4
Susan E. Chesson
CRD#: 4634753
112 West Washington Street, Suite 201, Middleburg, VA 20117
93
Wealthminder
score

Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 5 years of experience in the finance industry. Susan Chesson 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.

5
Jessica L. Jarosik
CRD#: 6120722
112 West Washington Street, Suite 201, Middleburg, VA 20117
92
Wealthminder
score

Jessica Jarosik (CRD# 6120722) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 4 years of experience in the finance industry. Jessica Jarosik 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.

6
Benjamin R. Brown
CRD#: 6496654
112 West Washington Street, Suite 201, Middleburg, VA 20117
88
Wealthminder
score

Benjamin Brown (CRD# 6496654) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 2 years of experience in the finance industry. Benjamin Brown 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.