Top Financial Advisors in Falls Church, VA

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The top firm on our list is Rembert Pendleton Jackson (RPJ). The advisory team holds multiple certifications, including certified financial planner (CFP), among other designations.

This firm's client base is comprised of individuals with and without a high net worth. Other clients include retirement plans and charitable organizations.

RPJ calls for a $500,000 minimum investment for new clients, though this requirement is waivable. This is a fee-only financial advisor firm, which means all of its compensation comes from client-paid fees.

Rembert Pendleton Jackson Background

Rembert Pendleton Jackson was founded in 1974. The firm is owned by Sandy Spring Bank, a commercial and retail bank headquartered in Maryland.

RPJ offers financial planning and investment advisory services, as well as business consulting on a more limited basis. Financial planning services are designed to be comprehensive, helping with all aspects of a client's financial life and goals.

Rembert Pendleton Jackson Investment Strategy

Rembert Pendleton Jackson tailors its investment strategies to the financial objectives of each individual client. In order to best determine these objectives, the firm mandates personal meetings with clients to discuss everything with them. Risk tolerance, asset allocation and desired investment selection all play a large role in determining these investment plans. Advisors continually monitor and rebalance all portfolios.

Advisors at RPJ place significant emphasis on asset allocation and use modern portfolio theory (MPT) to maximize returns for the client's given level of risk tolerance. The firm avoids focusing on specific asset classes but tends to invest in mutual funds, exchange-traded funds (ETFs), fixed-income securities, alternative investments and more.

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Azzad Asset Management is a fee-only firm that brands itself as a "halal" financial advisor. As such, it avoids investing in certain market sectors, such as tobacco, nuclear weapons and pork.

The firm works with both high-net-worth and non-high-net-worth Individuals, as well as investment companies, retirement plans, charitable organizations, other investment advisors, insurance companies and businesses.

The minimum investment requirements at this firm vary by account type, though they are all waivable. The various minimums go as follows:

• Wrap Fee/Financial Planning Accounts: $500,000
• Model Portfolio Accounts: $10,000,000
• Mutual Fund Accounts: $1,000 to $4,000, depending on the fund

Azzad Asset Management Background

Azzad Asset Management was founded in 1997 by Bashar Qasem. Today, Qasem serves as president and CEO of the firm, along with being its principal owner. 

The advisory team holds multiple certifications, including certified financial planners (CFPs), among other designations.

While investment management is the main offering at this firm, it also has a selection of financial planning and consulting services.

Azzad Asset Management Investment Strategy

While sticking to its socially responsible investment tenets, Azzad Asset Management looks to tailor its strategies to the needs of its clients. This involves figuring out the financial objectives of clients, along with their personal risk tolerance, time horizon, liquidity needs and investment preferences. Advisors may choose to create investment strategies from scratch, use a model portfolio or combine both approaches.

Advisors here use a wide range of investment analysis techniques, including fundamental, cyclical, qualitative and quantitative analyses. The firm looks to properly allocate assets across a range of classes and sectors in an effort to maximize returns for specific risk tolerance.

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CJM Wealth Advisors is a fee-only advisory firm that offers financial planning, portfolio management, pension consulting, and adviser selection.

The firm works with both non-high-net-worth and high-net-worth individuals, as well as charitable organizations.

Since it is a fee-only firm, none of its advisors make commissions based off of what is invested. The firm, which currently has over 800 individual clients, does not have a required account balance minimum. 

CJM Wealth Advisors' Background

CJM was founded in 1978 to help high-net-worth families grow and preserve their wealth.

The firm principally owned by Brian T. Jones, Tracey A. Baker and David D. Greene.

CJM has many advisors that hold the designation of certified financial planner (CFP).

CJM Wealth Advisors' Investment Strategy

CJM works through two investment phases: the wealth accumulation phase and the retirement income phase. The first focuses on growing wealth while protecting against any major market setbacks. The second phase looks to provide clients with income during retirement as efficiently as possible. The firm may recommend investments such as mutual funds, ETFs, and private investment funds.

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The Hemington Wealth Management advisory staff holds multiple certifications, including certified financial planners (CFPs) and chartered financial analysts (CFAs), among other designations.

This firm works with both non-high-net-worth and high-net-worth individuals. Other clients include retirement plans, charities and corporations.

The firm has a $1 million minimum investment requirement, though it reserves the right to reduce that number.

Hemington is a fee-only firm, so it only earns income from the fees that clients pay. That means it does not receive fees from any third-party sources, such as commissions for insurance sales.

Hemington Wealth Management Background

Hemington Wealth Management was founded relatively recently in 2013. The firm's principal owners are Eileen O’Connor and Ryon Beyer.

The firm focuses on investment management, though it offers financial planning and consulting too. Together, the firm provides these services under the umbrella of wealth management. These services are comprehensive in nature, and take into account all aspects of your financial life, both current and future.

Hemington Wealth Management Investment Strategy

At the start of each new relationship, Hemington Wealth Management and its advisors make an effort to determine your investor profile, including your risk tolerance, time horizon, financial objectives and more. They then use this information to craft and implement effective investment strategies that are built specifically for your needs. While no investment type is off limits, advisors primarily allocate assets among a series of mutual funds. Individual debt and equity securities are used to much lesser extent.

Advisors look to diversify your funds across a wide range of investments in the interest of downside protection. This firm opts to not systematically rebalance portfolios, choosing instead to rebalance on an as-needed basis.

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D'Orazio & Associates is headquartered in northern Falls Church and works solely with individual clients, though the vast majority of them are high-net-worth individuals. More specifically, less than a quarter of the firm's client base is comprised of non-high-net-worth individuals.

Prospective clients must have at least $100,000 in investable assets to do business with D'Orazio, though this minimum is waivable under certain circumstances. The firm also states in its Form ADV, though, that it prefers working with clients who have at least $1 million ready to invest.

As a fee-only firm, D'Orazio only takes fees directly from clients.

D'Orazio & Associates Background

Joseph A. D’Orazio founded D'Orazio & Associates in 2004. The firm is principally owned by Andrew Eskelsen, Jeremy Meek, David Trenner and Jennifer VanLandingham.

D'Orazio & Associates primarily provides investment management services to clients. More specifically, it offers tailored services and a portfolio program. The firm also offers financial planning and consulting services in relation to retirement planning, estate planning, college fund planning and more.

D'Orazio & Associates Investment Strategy

Clients of D'Orazio & Associates will receive a portfolio plan that's based specifically on their risk tolerance, time horizon, investment objectives and liquidity needs. When appropriate, advisors may choose to incorporate the firm's passive portfolio program into your plan as well. This is an automated investment program that allocates client funds among mutual funds, exchange-traded funds (ETFs) and cash.

This firm typically relies on fundamental and technical methods of analysis to inform its investment decisions. They use a wide range of investment strategies, including long-term purchases, short-term purchases, trading, short sales, margin transactions, options and structured notes.

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Campion Asset Management is a fee-only firm that provides asset management and financial planning services to individuals and charitable organizations.

According to its SEC-filed documents, the firm works with both non-high-net-worth and high-net-worth individuals. It also manages assets for a handful of charitable organizations.

For investment advisory services at Campion, you generally need a minimum account size of $1 million. 

The firm's advisory team holds multiple certifications as chartered financial analysts (CFAs).

Campion Asset Management Background 

Campion Asset Management was formed in 2005 by Terence Burns, who remains its sole owner. Burns is also the firm's president, and he has nearly 30 years of experience in the financial services industry.

The firm aims to provide holistic financial planning, performance measurement and client education. It emphasizes ongoing communication and meetings, detailed performance analysis and sharing market insights with clients. 

Campion Asset Management Investment Strategy

Campion Asset Management focuses on strategic asset allocation when building client portfolios. Utilizing fundamental analysis to identify securities that may be undervalued, it engages in active as well as passive investment strategies as deemed appropriate for the client’s individual circumstances.

The Scott S. James group is a fee-based investment firm that offers portfolio management, financial planning, financial consulting, and trustee services.

The firm works with both non-high-net-worth and high-net-worth individuals. 

As a fee-based firm, its advisors may receive a commission when an investment product is sold to or invested in on behalf of a client. This creates a potential conflict of interest but the firm and its advisors are bound by its fiduciary duty to put the needs of the client first.

The firm does not require a set account balance minimum.

The Scott S. James Company Background

The Scott S. James group was founded in 1996 by Scott James, who still serves as the principal owner today.

James has received the designation of certified financial planner (CFP). 

The Scott S. James Company Investment Strategy

Client portfolios are tailored to the needs and demands of their goals. 

The firm recommends starting all individual clients out with a retirement planning and cash flow analysis to get a good idea of where the client is at in relation to their goals.

The firm also recommends investing stocks, municipal bonds, options, margin trading, ETFs, mutual funds, futures, commodities and more.