UTILIZING OUR EXPERTISE AND INDEPENDENCE TO CREATE YOUR FINANCIAL FREEDOM

 

Solutions for institutions and businesses

PROVIDING FIDUCIARY PROTECTION

TO PLAN SPONSORS

WHILE ENGAGING EMPLOYEES TO BE

BETTER PREPARED

FOR A WORK OPTIONAL LIFE 

 

Solutions for individuals and families

WE LISTEN, WE ANALYZE, WE CREATE UNIQUE STRATEGIES, WE IMPLEMENT,

AND WE MONITOR.

 
 

OUR WHY

FIDUCIARY WEALTH MANAGEMENT (FWM) is an independent Registered Investment Adviser (RIA) headquartered in Virginia.  FWM was founded in 2011 on the belief that relationships should be established based on accountability, transparency, and common purpose.  Clients’ needs come first, costs should be reasonable, and clients shouldn’t have to wonder where their advisor’s loyalty lies. 

 

This is the essence of the meaning of fiduciary. 

 

FWM currently manages over 200 million in assets and has been recognized as one of the Top 100 Retirement Plan Advisors by the National Association of Plan Advisors as well as one of the top 50 fastest growing RIA’s by Financial Advisor Magazine.

 

WHAT WE DO

INSTITUTIONS AND BUSINESSES

RETIREMENT PLANS AND ENDOWMENTS

  • OWNER SAVINGS STRATEGY DEVELOPMENT

  • INVESTMENT FIDUCIARY SERVICES - ERISA 3(21) or 3(38)

  • INVESTMENT POLICY STATEMENT CREATION AND MONITORING

  • PLAN DESIGN CONSULTING

  • PLAN AND FEE BENCHMARKING

  • VENDOR SELECTION AND MANAGEMENT

  • EDUCATION POLICY STATMENT

  • EMPLOYEE ENGAGEMENT

  • EMPLOYEE FIDUCIARY SERVICES

 

FIDUCIARY 

WEALTH 

MANAGEMENT

THE ATRIUM

SUITE 12

11250 ROGER BACON DRIVE

RESTON, VIRGINIA 20190

703-242-1231

2nd Floor

578 EAST MARKET STREET

HARRISONBURG, VIRGINIA 22801

540-246-6709

Schedule a meeting at:

https://calendly.com/fiduciary-wealth/