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Kenneth K. Liu, CPA

(49)

Tax Laws
Communication
Questions

“Mr Liu helped me take care of my Mom's taxes, it's daunting to take on someone's finances, but his checklist was helpful and his patience with me not being tech savvy also helpful!!”

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Capital Fiduciary Advisors

(27)

Wealth Management, Pre- and Post-Sale Business Liquidity Planning, Estate Planning

“He is open, honest and easy to talk with regarding our retirement planning and always takes the time to explain things in a way that makes us feel comfortable and confident.”

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Ravi B CPA & Company

(12)

Services For Govt. Contractors, Business Services, Tax Services

“I am using their services for the past few years and I am very pleased and would highly recommend for anyone who is looking for Tax services and the rest is assured that you are in good hands.”

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VG CPA

(26)

Email
Review
Pay

“Very mature and in-depth knowledge on taxation, my business an personal taxes were done very well, all of our business employees and friends use Vi Kas services”

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Kheire & Associates

(1)

Business Services, Services For Individuals, Quickbooks Services

“Kheire not only helped me properly file my taxes, and enlightened me on ways to get money back but gave me financial advise that I could not put a price tag on.”

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Apt Accountants

(4)

Cryptocurrency Accounting Services, Business Services, Tax Relief

“Income taxes were completed promptly and professionally.”

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Courser Capital Management

Financial Planning For Business Owners, Financial Planning, Women in Transition

“We provide financial retirement planning, estate planning and wealth management services near you in Virginia helping you with informed investment decisions.”

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Halpern Financial

Solutions For Concentrated Stock Positions, Private Wealth Management, C-Suite Executives & Industry Leaders

“Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, ...”

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Arbor Private Wealth

(1)

“Eric and his team are incredibly detailed and professional.”

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Salley Wealth Management

“Trusted, professional advice committed to treating you like our only client.”

FAQs

How do your fees compare with the fees charged by other firms?

Our fees are very attractive when compared to most brokerage firms and banks. We keep our internal costs low and pass on these efficiencies to our clients.

What kind of investments do you use?

A portfolio may typically utilize mutual funds and exchange-traded funds. At times, we may also utilize individual fixed income positions and alternative investments as well as insurance-based solutions such as life insurance and annuities depending on your financial plan. We are not stock pickers and are not in the businesses of trading positions for short-term profits.

Do you develop financial plans?

Yes. We believe that comprehensive wealth management begins and continues with a financial plan. Each plan is unique to each client and may address a variety of areas. Planning services are charged at an hourly basis.

More answers can be found on the FAQ page of our website.

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Edwards & Owens Wealth Management

Articles of Interest, Services Offered, Network Professionals

“Edwards & Owens Financial Strategies and Wealth Management specializes in helping individuals and families plan for and reach financial success. We provide financial advice to a select group of pre-retirees and retirees to help them clarify and set t...”

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The Lewis Financial Group

Your Employer Retirement Plan, How We Help Clients, Planning

“We understand the unique needs and goals inherent in multigenerational planning, as well as the importance of serving multigenerational families through consistent financial planning. ”

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Fenway Financial Group

“Welcome to Fenway Financial Group. My my name is Song 'Fenway' Park. We know there are a lot of financial choices you have to make in your lifetime, including choosing who you want to work with to help navigate the complex world of investments and fi...”

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Different Investments

“When Harry Markowitz hypothesized the Modern Portfolio Theory he did so with the belief that asset allocation and diversification were two of the central tenants that explain how a portfolio of traditional asset classes will perform. At Different Inv...”

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Locke Advisory Services

Tax Planning and Preparation For Individuals, Investment Management, Business Services

“Detailed information pertaining to Locke Advisory Services' qualifications, business operations, fees and service offering can be found in the firm's disclosure Brochure which appears as Part 2of Locke Advisory Services' Form ADV. Additional informat...”

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Acuity Financial Services Group

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JMU Tax & Financial

(15)

Payroll, Tax Preparation, Accounting

“Did you buy a house in the middle of a pandemic and not have a ton of cash for the ridiculous market, and had to sell a tiny Telco stock, who acts as their own transfer agent, to pull together enough to not crumble under mortgage insurance premiums”

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Farr Law Firm

(49)

Lgbtq Elder Law, Rental Property Protection: Llcs vs. Asset Protection Trusts, Asset Protection For a Later Marriage – Trusts and Prenups

“Rather than trying to find a way to sell him a bigger package, they took the time to listen to what his needs and concerns were, and provided exactly that.”

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Numbersquad

(50)

Financial
Work
Employment

“Anyway, I called and got to talk to Nasim, who was very professional, helpful and provided great guidance to make sure I had all the documents necessary for my specific tax situation before the appointment.”

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SK Cpas & Business Advisors

(45)

Financial Services, Tax Service, Total Accounting Care

“Once the software became available the return was prepared in a timely fashion and the necessary letter from the IRS was received to support portability if that becomes necessary in the future.”

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Smith CPA & Associates

(48)

Priced
Knowledge
Documents

“I switched from my former CPA firm of over 20 years to Smith CPA & Associates for my 2023 returns and was impressed with their responsiveness, timely filing, and ease of the overall process.”

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Kang & Thomas

(48)

Money
Tax Laws
Skills

“We met briefly again this spring just to go through a few questions he had, and he is so thorough, we feel so much relief having a professional do it and have no doubt that everything is being filed correctly now.”

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Paytech Trust

(43)

Job
Calls
Money

“He's always available for us whenever we need him (answering calls right away and any questions we have) - We've been working with him for more than 2 years and it's great doing business with him!”

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Craig Rosenfeld

(31)

Market
Resources
Call

“He was very responsive throughout the process including assisting with the inspection, the loan process, the closing, and even after the move, he helped us with finding the right contractors.”

Featured

When it comes to achieving a transparent and successful home sale in Maryland, Craig Rosenfeld is the realtor you can rely on. With unwavering integrity and a proven track record, Craig's effective marketing strategies ensure a seamless selling experience from start to finish. As a trusted Maryland realtor, Craig prioritizes open communication and honest representation, ensuring that you're fully informed and confident throughout the selling process. From strategic pricing to targeted advertising, Craig leverages his expertise to showcase your property in the best possible light and attract qualified buyers. Trust Craig Rosenfeld for dependable selling services that prioritize your needs and goals. Contact him today to kickstart your journey towards a successful home sale in Maryland. Craig Rosenfeld Best Realtor Montgomery County Maryland, DC, and VA Military Relocation Professional RE/MAX Realty Group Gaithersburg, MD...

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Average Cost	$3068
Minimum cost	$1023
Maximum cost	$8692
Avg Per Hour Rates	$307

Best Financial Advisors in Ashburn, VA

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Ashburn area.

Kenneth K. Liu, CPA

Capital Fiduciary Advisors

Ravi B CPA & Company

VG CPA

Kheire & Associates

Apt Accountants

Courser Capital Management

Halpern Financial

Arbor Private Wealth

Salley Wealth Management

Edwards & Owens Wealth Management

The Lewis Financial Group

Fenway Financial Group

Different Investments

Locke Advisory Services

Acuity Financial Services Group

JMU Tax & Financial

Farr Law Firm

Numbersquad

SK Cpas & Business Advisors

Smith CPA & Associates

Kang & Thomas

Paytech Trust

Craig Rosenfeld

Retirement Planning and Investment Management Services in Ashburn, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Ashburn

Popular in Ashburn