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Top Financial Advisors in Leesburg, VA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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'd rather not spend time sifting through potential options, SmartAsset's free tool can connect you directly with local advisors.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Steigerwald, Gordon & Koch Wealth Advisors Steigerwald, Gordon & Koch Wealth Advisors logo Find an Advisor

Read Review

$790,236,000 $600,000
  • Financial planning
  • Portfolio management

Minimum Assets

$600,000

Financial Services

  • Financial planning
  • Portfolio management
2 AMJ Financial Wealth Management, LLC AMJ Financial Wealth Management, LLC logo Find an Advisor

Read Review

$240,532,908 $250,000
  • Financial planning
  • Portfolio management
  • Advisor selection
  • Pension consulting
  • Educational seminars

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
  • Pension consulting
  • Educational seminars

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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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

Steigerwald, Gordon & Koch Wealth Advisors

At the top of our list is Steigerwald, Gordon & Koch Wealth Advisors (SGK). This firm's staff has 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.

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 principal owner, CEO and founder. Jeffrey A. Gordon serves as president, Darren A. Koch holds the title of vice president 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 final firm on this list is AMJ Financial Wealth Management. Its client base is slightly more diverse than the other firm on our list, consisting of high-net-worth and non-high-net-worth individuals, retirement plans, charities and businesses. 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).

AMJ Financial Wealth Management Background

AMJ Financial Wealth Management 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.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research