Why do our clients choose us?

Expertise, peace-of-mind, objectivity, time, and trust

FJY’s clients are typically business owners, entrepreneurs, executives and families in the Tysons-Reston-Herndon-Dulles corridor who embrace two views: having a financial strategy and plan is essential; and they themselves may not necessarily be the best person to develop these critical strategies and tools.

Whether at a stage where they are just starting to think about their financial future or focused on enjoying a secure, stable retirement, FJY clients have all come to recognize the benefits of delegating the most important aspects of their financial lives.

Expertise: The advisors at FJY have the expertise to address the intricate and complex challenges associated with financial planning and investment management. All of our advisors have advanced degrees and have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. FJY is a member of the National Association of Personal Financial Advisors (NAPFA) which carries a rigorous continuing education requirement, twice that of the CFP® requirement.

Peace of Mind: Time and again our clients tell us that the most important value we deliver is the security they feel in knowing their financial strategies are in place—particularly during significant life events or other developments that can cause those without a plan to make uninformed, reactive decisions.

Objectivity: For all of us, finances are among the most personal and emotional topics. Financial decisions and challenges can create a significant amount of stress—even under the best circumstances. This stress creates a less-than-ideal environment for making informed, objective decisions.

Time: Done properly, financial planning and investment management takes a significant amount of time. Because our clients are busy with their careers, families, community and other activities, they recognize the need to delegate their financial planning to FJY so that it does not get ignored or avoided.

Trust: Ultimately our clients tell us there is one attribute that makes the difference: trust—a characteristic on which our entire business is based. Of course, trust can difficult to define and measure, and it takes time to establish—but once it is created, it’s the basis of every successful relationship.

Strong Commitment to the Community We Serve

In addition to the service-related attributed above, FJY believes you can and should judge a firm in part by the way it interacts with its community. From our inception, we have supported a range of community groups that contribute to making Fairfax and Loudon counties—particularly the Tysons-Reston-Herndon-Dulles corridor—a better place to live, work and grow.

Examples of FJY’s community work include:

Sponsorships of local youth sporting teams such as:

Support for local organizations:

  • About – Quote

    That wasn't
                so bad.

    We often hear this reaction after an initial consultation with a prospective client. They find that their worst financial fears are unfounded--in fact, they’re quite common—and that there is a path forward that fits their goals and situation.

    This type of feeling is akin to going to a doctor after putting off the appointment for longer than you know you should. You feel better just taking the first step and getting the facts.