• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

Northern Virginia Magazine

Posted on: June 28, 2019

Northern Virginia Magazine Top Financial Professional Peer Survey. This seeks the input and nominations by financial professionals of their peers with the question in mind “If you had a close friend or relative who needed financial planning advise, and you could not handle the case yourself, to whom would you refer them? The financial professionals that receive the most nominations will be featured in the September issue. See the list is available online. Congratulations to the following professionals.

Curtis Congdon, CRPC®, CFP®

Jack May, CFP®

E. Ronald Lara, CFP®

get in touch
We offer a full suite of investment services
service-icon
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

service-icon
Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

service-icon
Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Northern Virginia Magazine Top Financial Professional Peer Survey. This seeks the input and nominations by financial professionals of their peers with the question in mind “If you had a close friend or relative who needed financial planning advise, and you could not handle the case yourself, to whom would you refer them? The financial professionals that receive the most nominations will be featured in the September issue. See the list is available online. Congratulations to the following professionals.

Curtis Congdon, CRPC®, CFP®

Jack May, CFP®

E. Ronald Lara, CFP®