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David Sheehan

Here to act in your best interests

About me

I feel privileged to be your financial partner. I am here to help as your priorities change, or when “life happens,” by adjusting your plan to keep your goals in sight. If you are concerned about your financial future, call me anytime, I can help.




Bachelor of Science, Virginia Polytechnic Institute and State University

Master of Business Administration, Keller Graduate School of Management

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Visit one of our Locations

Washington DC III - Fairfax

4000 Legato Road
8th Floor
Fairfax, VA 22033

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Washington DC IV - Loudoun County

19775 Belmont Executive Plaza
Suite 530
Ashburn, VA 20147

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.