Financial planners in Fairfax, VA

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The Fairfax, VA, team

Alan Facey

Executive Director, Financial Planning

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Andrew Massaro

Executive Director, Financial Planning

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Andrew Nemets

Director, Financial Planning

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Brandon Corso

Executive Director, Financial Planning

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Charlie Nardiello

Executive Director, Financial Planning

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Christy Martinich

Director, Financial Planning

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David Sheehan

Executive Director, Financial Planning

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Doug Keegan

Executive Director, Financial Planning

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Doug Rabil

Executive Director, Financial Planning

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Erich Hoffman

Executive Director, Financial Planning

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Fahima Shaw

Director, Financial Planning

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Frances Martin-Falanga

Executive Director, Financial Planning

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Jim Baker

Executive Director, Financial Planning

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John Davis

Executive Director, Financial Planning

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Kristine Chaze

Executive Director, Financial Planning

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Lakeisha Hill

Director, Financial Planning

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Lisa Eitzel

Executive Director, Financial Planning

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Mary Davis

Executive Director, Financial Planning

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Matt Hickes

Executive Director, Financial Planning

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Mike Krowe

Director, Financial Planning

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Pat Day

Executive Director, Financial Planning

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Rey Roy

Executive Director, Financial Planning

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Tim Goode

Director, Financial Planning

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Tom Wood

Executive Director, Financial Planning

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Nate Parks

Director, Financial Planning

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Kevin Hamel

Director, Financial Planning

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Anthony Badillo

Director, Financial Planning

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Rita Head

Director, Financial Planning

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Aaron Kirkland

Director, Financial Planning

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Paul Jordan

Director, Financial Planning

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Working with us in Fairfax, VA

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 financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Frequently Asked Questions

To learn more about the role of tax planning and how the Edelman Financial Engines team can help you meet your goals, review some of our most frequently asked questions.

Our fee-only financial planners provide straightforward advice with your values and goals in mind. We are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds. We have merged dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.

Your financial planner is the backbone of your planning team. In addition, there is a team of portfolio managers who will monitor and manage your accounts on an ongoing basis. Planners also have access to internal and external professional resources.

Financial Planning & Investing Resources

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