- Locations
- Northern VA
Fee-Only Financial Planning in Northern Virginia
Our independent financial advisors provide personalized wealth management solutions that help individuals and families throughout Northern Virginia build and protect their wealth.
- Clear direction
Your financial success starts here
We understand the unique financial opportunities and challenges faced by the Northern Virginian community. Our independent advisory team takes a personal approach to wealth management, creating strategies tailored to your specific goals.
When you work with WealthCrossing, you benefit from:
A dedicated, independent team that takes time to understand your goals and values before making any recommendations
Year-round tax strategies integrated with investment decisions to help maximize your after-tax returns
Financial planners, tax specialists, and investment advisors working together to align and integrate every aspect of your financial life
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Help us get to know you.
- Client-first solutions
Northern Virginia wealth management services
Financial planning
Life moves quickly in Northern Virginia. Through thoughtful conversations and strategic planning, we help you make confident financial decisions.
Investment management
We design and manage investment portfolios that reflect your personal goals and risk tolerance. Our disciplined approach focuses on tax efficiency and long-term growth.
Tax strategies
Our advisors work throughout the year to help reduce your tax burden through strategic planning. We always look for opportunities to keep more of your money working toward your goals.
- Building relationships
Serving Northern Virginia professionals and families
In Northern Virginia, we work with ambitious professionals, successful business owners, and established families seeking trusted financial guidance and personalized wealth management solutions that grow with their changing needs.
We help driven professionals in Northern Virginia make strategic decisions about stock options, deferred compensation, and investment opportunities so they can balance their current lifestyle with long-term financial independence.
Starting your next chapter brings exciting possibilities and important financial choices. We help post-retirees transition from saving to spending, creating tax-efficient income streams that support their ideal lifestyle.
Our advisors help families develop and preserve a legacy that reflects their values while preparing future generations for financial stewardship.
- Your financial team
Northern Virginia personal financial advisors
- Local presence
Serving Northern Virginia and beyond
Our connected team approach helps you receive consistent, high-quality service across all our locations. We work with clients throughout Virginia, including Richmond, Charlottesville, Virginia Beach, and Middleburg.
- It starts here
Touch base with a Northern Virginia financial advisor
What are your goals and how can we help? Let us know in the form below!