Fairfax
Serving Northern Virginia and the D.C. Metro Area
Fairfax
11325 Random Hills Road
Suite 210
Fairfax, VA 22030
The Buckingham Fairfax team uses a customized, comprehensive wealth management process that combines financial planning and an evidence-based, disciplined investment philosophy. We strive to manage and enhance clients entire financial lives by providing sound advice with an uncommon level of continuing service.
We believe the best investment decisions are not achieved by answering questionnaires, but are developed by thoroughly understanding your overall financial picture. We take the time to get to know you, your current situation and what you want to achieve. Our team of multi-credentialed advisors, which also serves our Middleburg, VA office, brings common sense and a wealth of professional insight to your financial decision-making process.
We specialize in working with clients facing financial transitions, which can include retirement, divorce, loss of a spouse and sudden wealth. Together, we will collaborate on the strategies that will help you achieve your goals. Our team has been helping clients in Northern Virginia and the D.C. metro area since 2001, formerly as Focus Wealth Management Ltd.
CUSTODIAL LINKS
TD Login
Charles Schwab Login
Fidelity Login
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Your Fairfax Team
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Susan Chesson
CFP®, CPWA®
Wealth Advisor
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Barbara Ristow
CFP®
Wealth Advisor
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Jessica Jarosik
CFP®, EA
Wealth Advisor
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Amanda Merrill
JD, CFP®
Wealth Advisor
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Arash Mark Katirai
CFP®
Associate Wealth Advisor
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Krystyn Rash
FPQP
Associate Wealth Advisor
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Cory Brooks
CFP®
Associate Wealth Advisor
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Brandon Schumacher
CRPC®, APMA®
Associate Wealth Advisor
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Ashley Reichert
CFP®
Associate Wealth Advisor
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Wendy Melis
Office Support Specialist
Enjoy some of our latest resources
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article