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City
Arkagos Advisors + Asset Management, Inc.
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218 N Lee Street
Alexandria
,
VA
22314 2631
Paula Pass
(703) 535-5921
Member Since: 2016
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Baker Tilly US, LLP
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8219 Leesburg Pike
Tysons Corner
,
VA
22182
Peter McElwain
(703) 923-8656
Member Since: 2016
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Bank of America Merrill Lynch
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8075 Leesburg Pike
Vienna
,
va
22182
michael reyes
(703) 734-8139
Member Since: 2023
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Bank Of America Merrill Lynch - Daniel Aberra
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1152 15th St NW
Washington
,
DC
20005
Daniel Aberra
(202) 471-3291
Member Since: 2019
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Billi Jean Gurnsey
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6501 Gildar Street
Alexandria
,
VA
22310
Billi Jean Gurnsey
815-993-3913
Member Since: 2022
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Burke & Herbert Bank Wealth Management Office
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117 N. Fairfax Street
Alexandria
,
VA
22314
Shannon Rowan, CFP
(703) 684-1655
Member Since: 2014
Inner Circle Silver Sponsor
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CarterHutchings, LLC
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950 N. Washington St.
Alexandria
,
VA
22314
Cheryl Hutchings
(571) 357-3199
Member Since: 2019
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Caudron - Megary - Blackburn Wealth Mangement Group of Wells Fargo Advisors
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101 North Union St.
Alexandria
,
VA
22314
Tristan Caudron
(703) 739-4548
Member Since: 1990
Inner Circle President Sponsor
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Charles Schwab & Co., Inc.
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1920 Ballenger Ave
Alexandria
,
VA
22314
Brian Petersen
(703) 299-3260
Member Since: 2016
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CliftonLarsonAllen LLP
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901 North Glebe Road
Arlington
,
VA
22203
Lisa Stover
(571) 227-9500
Member Since: 2015
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Columbia Capital, LLC
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204 S. Union Street
Alexandria
,
VA
22314
Donald Doering
(703) 519-2000
Member Since: 2009
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Grant Thornton LLP
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1000 Wilson Blvd.
Arlington
,
VA
22209
Robert Shea
(703) 837-4400
Member Since: 2005
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Grobstein Teeple LLP
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625 First Street
Alexandria
,
VA
22314
Brian Lundeen
202.869.4410
Member Since: 2018
Grobstein Teeple LLP is an accounting and business consulting firm with offices in the D.C. Metro Area and Los Angeles, Orange County, and Riverside, California.
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HeimLantz CPAs & Advisors, LLC
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1900 Duke Street
Alexandria
,
VA
22314
Paul Abbou
(703) 299-6565
Member Since: 1999
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John Marshall Bank
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700 S. Washington Street
Alexandria
,
VA
22314
Jennifer L. Ferrara
(703) 289-5950
Member Since: 2011
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John W. Crane, MBA, CLU, ChFC, RICP
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2000 Duke Street
Alexandria
,
VA
22314
John Crane
(703) 635-3300
Member Since: 2020
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Kearney & Company, P.C.
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1701 Duke Street
Alexandria
,
VA
22314
Brian Kearney
(703) 931-5600
Member Since: 2015
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Lumina Financial Consultants
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3213 Duke Street
Alexandria
,
VA
22314
Colette Kolanko
(202) 494-1144
Member Since: 2019
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McLaughlin Ryder Investments, Inc.
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1421 Prince Street
Alexandria
,
VA
22314
Shawn McLaughlin
(703) 684-9222
Member Since: 2003
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Merrill Lynch Wealth Management - Marsh, Stone, Huang & Associates
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1900 Duke St.
Alexandria
,
VA
22314
Parker Rist
703-838-6828
703-838-6838
Member Since: 2021
Local financial advisory Team with ~$700mm AUM. Serving and providing peace of mind for wealthy families, corporate executives, business owners, and retirees throughout the country.
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Monument Wealth Management
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1701 Duke St.
Alexandria
,
VA
22314
David Armstrong
703.504.9600
Member Since: 2018
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Morgan Price - Individual Member
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201 N. Union Street
Alexandria
,
VA
22314
(703) 684-4753
Member Since: 2017
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Mutual of America Financial Group
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4510 Cox Road
Glen Allen
,
VA
23060 6759
Daniel Rogers
410.859.8256
Member Since: 2020
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Principal Financial Group - Garrett Ford
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100 N. Pitt Street
Alexandria
,
VA
22314
Garrett Ford
(301) 493-0270
Member Since: 2016
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Rogers & Company, PLLC
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8300 Boone Boulevard, Suite 600
Vienna
,
VA
22182
Darrin Rogers
(703) 893-0300
Member Since: 2006
CPA firm specializing in providing audit, tax, accounting to nonprofits.
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Sandy Spring Bank
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115 N. Washington Street
Alexandria
,
VA
22314
Shekiba Azamy
703-319-9000
Member Since: 2015
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State Department Federal Credit Union (SDFCU)
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1630 King Street
Alexandria
,
VA
22314
Mike Morris
703-706-5000
Member Since: 2009
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Tarkenton Financial, LLC
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218 North Lee Street
Alexandria
,
VA
22314
Angela Tarkenton Barbour
(571) 421-1114
Member Since: 2022
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The Harvey Group
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119 Oronoco St
Alexandria
,
VA
22314
John Garstka
(703) 549-5447
Member Since: 2022
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The Lifetime Companies
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617 North Paxton St.
Alexandria
,
VA
22304
Richard L. Stone
(301) 840-9669
Member Since: 2020
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Truist
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Mail Code VA-ACW-2007
Vienna
,
VA
22182
Cassius Priestly
(703) 442-1573
Member Since: 2011
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U.S. Senate Federal Credit Union
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1310 Braddock Place
Alexandria
,
VA
22314
Carrie Lazar
(571) 253-6362
Member Since: 2019
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Verdence Capital Advisors
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44 Canal Center Plaza
Alexandria
,
VA
22314
Annie McCann
703 468-2716
Member Since: 2019
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Wealth Teacher, LLC
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2204 N Pickett Street
Alexandria
,
VA
22314
Quincy Goff
7034732097
Member Since: 2020
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Wesling Financial Planning Services Corp
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6621 Wakefield Drive
Alexandria
,
VA
22307
Tim Wesling
(703) 535-8280
Member Since: 2006
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