Expect sound financial advice combined with the friendliest customer service.
We are a woman and minority owned local financial services firm founded by Karina Fino amidst the COVID-19 pandemic. We specialize in providing Loudoun County and the greater Northern Virginia area with the industry leading professional and individual attention necessary to help our clients pursue their financial planning, wealth management, retirement, investment, insurance, and education savings goals. We believe that you should live well today while responsibly planning for tomorrow.
As an independent firm we are proudly able to offer our clients lower fees, a better and more modern experience leveraging cutting-edge technologies, and unique opportunities through strategic partnerships with highly rated service providers.
We don’t have any volume targets to meet because we have zero compensatory ties to any financial product or company. Simply put: we commit to placing your interests first, we strive to avoid conflicts of interest, and our compensation is transparent to you since all fees are arranged in writing in advance.
We look forward to speaking with you! Book your appointment today: