W3 Financial Group

Ashburn, Virginia

★ 5.0 (1 reviews)
Call (703) 726-1313 Visit website →

About

W3 Financial Group, based in Ashburn, Virginia, provides financial planning and investment management services to individuals, families, and professionals throughout the Northern Virginia area, including those in transition or major life stages. The firm operates as a fiduciary and staffs advisors with credentials including CFP, CPA, and appropriate FINRA registrations (Series 7, 63, 65, 66). The team emphasizes a people-first approach centered on listening to client circumstances before offering personalized guidance, and serves clients both locally and remotely. With over 30 years of experience, the firm works with busy professionals, high-income earners, retirees, and women navigating significant life changes.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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