Helping You Build, Grow, and Protect What Matters Most.
Submit the form below to let us know how we can help with your financial planning and wealth management needs.
At W3 Financial Group’s Ashburn office, we specialize exclusively in personalized wealth management services for individuals, families, and professionals in Ashburn, Virginia. Whether you’re planning for retirement, managing newfound wealth, or navigating a life transition, our advisors are here to guide you—every step of the way.
Whether you’re navigating tax season, planning for retirement, or growing your business, we’re here with experience you can count on—and service that puts people first.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Our team has been helping people prepare for and successfully retire for over 30 years.
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
Explore Financial Planning Services
Optimize returns on your investments while considering risk tolerance and investment objectives.
Explore Investment Management Services
Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
Explore Business Services
Identify, assess, and mitigate potential risks that could impact your financial goals.
Explore Risk Management Services
Integrated life insurance into your comprehensive financial plan, designed to ensure that your coverage aligns with your evolving goals and needs.
Our Ashburn-based advisors work with:
Busy professionals looking to delegate and simplify financial decisions
High-income earners seeking to optimize and preserve wealth
Families and individuals planning for retirement or a major life milestone
Women navigating transitions, such as divorce, loss of a spouse, or career shifts
Pre-retirees and retirees focused on stability, income, and peace of mind
Whether you have a complex financial picture or just need clarity, we’re here to listen first—and guide second.
Not necessarily. Our advisors work with clients at different stages of their financial journey. We encourage you to reach out—we’ll let you know if we’re a good fit or connect you with a trusted partner who is.
Many of our clients come to us for a second opinion or specialized planning. We’re happy to collaborate with your existing professionals or offer guidance independently.
Yes- A fiduciary financial advisor is a financial professional who is legally and ethically required to act in your best interest at all times.
Working with a fiduciary gives you peace of mind knowing:
Their advice is aligned with your goals, not their compensation
You receive objective, personalized recommendations
You’re partnering with someone held to a higher professional standard
We take an integrated, people-first approach. Our clients appreciate that we offer personalized guidance—not one-size-fits-all plans—and that our advisors genuinely listen before offering advice
Yes! We work with clients both locally in Ashburn and across the country through secure virtual meetings. Whether you prefer in-person or remote, we make it easy to stay connected and on track.
We work hard to provide objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication. We believe that by educating and regularly communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested.
Our staff, which includes specialists in every area of expertise relating to our multiple service areas, takes a teamwork approach by listening to our clients’ questions and problems and then taking every step necessary to ensure timely and meaningful solutions.
In all endeavors, we seek to add value to your business and personal planning through responsive, efficient, and ongoing services. By using cohesive operational principles and cultivating partnered relationships, we become an objective resource and valued part of our clients’ organizations and families to help lead them toward a brighter financial future.
Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
