For clients looking for another member to join their financial care team, we like to work with the following like-minded firms.

Financial Planning

• Potomac Financial Private Client Group, LLC
  •      Nancy Rick
  •      Phil Corso
• Symphony Financial
  •      Amy Brandts
  •      Mitchell Mahoney

• Jonathan Peyton, Horizon Ridge Wealth Management
• Peter Market, Market Wealth Management
• Shawn C. Stuckey, Edward Jones Investments
• The Wise Investor Group

Estate Planning and Elder Law; Special Needs Estate and Elder Planning

• Margaret A. O’Reilly, Attorney
• Fairfax Elder Law
  • Elizabeth (Liz) Gray
• Atwill, Troxell & Leigh, P.C.
  • Cassandra L. Kincaid
  • Marissa Bagasra
• Arlington Law Group
  • Ryan A. Brown, Esq.
  • Bridget A. Alzheimer, Esq.
• Gellar Law Group
  • Julie Simintiras