Finding a Top Financial Advisor Firm in Leesburg, Virginia
Whether you want help managing your investments, planning for retirement or achieving some other financial goal, a financial advisor can assist you. For residents of Leesburg, Virginia, SmartAsset created the list below to help you choose a financial advisor. If you don’t have a financial advisor yet, finding one doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Steigerwald, Gordon & Koch Wealth Advisors
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|
$915,845,852 | $600,000 |
|
Minimum Assets$600,000Financial Services
|
| 2 |
AMJ Financial Wealth Management, LLC
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|
$300,115,140 | $250,000 |
|
Minimum Assets$250,000Financial Services
|
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What We Use in Our Methodology
To find the top financial advisors in Leesburg, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Steigerwald, Gordon & Koch Wealth Advisors
At the top of our list is Steigerwald, Gordon & Koch Wealth Advisors (SGK). This firm's staff holds a few advisory certifications, including certified financial planner (CFP), chartered financial analyst (CFA), certified public accountant (CPA) and certified exit planning advisor (CEPA).
The firm's client base is primarily made up of individuals both with and without a high net worth. SGK also works with a handful of charities. The firm has a $600,000 minimum investment requirement. It may be willing to waive or adjust this requirement, though.
SGK is a fee-only firm, meaning it only receives income from client-paid advisory fees and does not receive third-party commissions.
Steigerwald, Gordon & Koch Wealth Advisors Background
Steigerwald, Gordon & Koch Wealth Advisors was founded in 1996, and it registered with the SEC as an investment advisor in the same year. The firm mainly provides investment management services, though it does have a selection of stand-alone financial planning and consulting services as well. Financial planning can cover estate planning, insurance planning, retirement planning and more.
John S. Steigerwald is the firm's founder, principal owner and CEO. Co-founder Jeffrey A. Gordon serves as president and is a partner, Darren A. Koch is a partner and Karen Showalter is secretary and treasurer.
Steigerwald, Gordon & Koch Wealth Advisors Investment Strategy
SGK works with all new clients to deteremine an investment profile based on their short- and long-term goals. This involves figuring out each client's risk tolerance, investment history, tax status, time horizon and income needs, along with other important factors. From there, advisors at SGK use this information to properly allocate assets according to the aforementioned guidelines and investment objectives. The firm also provides ongoing portfolio monitoring and rebalancing services.
When it comes to crafting specific investment strategies, SGK and its advisors use a range of methods to help drive growth. Advisors use fundamental, technical and cyclical methods of analysis in order to best inform their investment decisions.
AMJ Financial Wealth Management
The next firm on this list is AMJ Financial Wealth Management. Its client base is fairly diverse, consisting of high-net-worth and non-high-net-worth individuals, retirement plans and charities. The firm generally adheres to a $250,000 minimum investment requirement, though it may waive this minimum at its discretion.
Some advisors at AMJ Financial have the opportunity to sell insurance products or securities on a commission basis. This both makes the firm fee-based and creates a potential conflict of interest. However, despite this situation, the firm abides by fiduciary duty, so it must act in clients' best interests at all times.
The advisory staff at this firm includes certifications such as certified financial planner (CFP) and certified public accountant (CPA). In fact, every advisor at AMJ Financial is a CFP.
AMJ Financial Wealth Management Background
AMJ Financial was founded in 2012. The current principal owners of the firm are CEO Angela M. Bender and Chief Operating Officer (COO) Brett Bender.
The firm provides investment supervisory, financial planning and consulting services. Financial planning can entail investment planning, tax planning, retirement planning, college fund planning and more. Consulting services may include pension consulting and small business consulting. Investment services may also include:
- Asset allocation planning
- Asset selection
- Risk tolerance planning
- Regular portfolio monitoring
AMJ Financial Wealth Management Investment Strategy
AMJ Financial and its advisors base their investment management strategies on the individual objectives and financial situations of each client. Using information gathered on such issues as risk tolerance and time horizon, the firm typically creates a specific investment policy and invests client assets accordingly.
The firm and its advisors conduct macro-economic analysis, fundamental analysis and quantitative evaluation analysis when considering the types of investments to use in any client's portfolio. In terms of specific investment strategies, advisors typically engage in long-term trading, short-term trading, margin transactions and options writing.
