The 5 Best Financial Planning Companies Around Loudoun

Smart financial planning is about more than just investments—it’s about building a strategy for life. From retirement and college savings to tax planning and wealth management, financial planning firms help clients clarify their goals and create a clear, achievable path forward. In Loudoun County, these firms combine personal service with professional insight to guide individuals, families, and business owners through every financial milestone.

Abich Financial Services

Abich Financial Services in Ashburn focuses on retirement income planning, helping clients protect what they’ve earned and plan confidently for the future. Their services include tax-efficient strategies, Social Security planning, and asset preservation—all designed to support a comfortable retirement. With a commitment to education and transparency, the firm offers workshops, webinars, and personalized consultations that break down complex topics into approachable guidance.

Fellows Financial Group

Located in Leesburg, Fellows Financial Group offers holistic financial planning tailored to each client’s unique circumstances. Services range from investment management and retirement planning to insurance and estate coordination. The team focuses on long-term relationships and financial wellness, using a collaborative, goal-oriented approach. With deep community ties and a strong service ethic, Fellows Financial stands out for its local roots and personalized service.

The Eveland Group at Merrill Lynch

Backed by the resources of Merrill Lynch, The Eveland Group provides comprehensive wealth management and financial planning in the heart of Leesburg. Their services include retirement strategies, education savings, investment consulting, and estate planning. The team is known for its disciplined approach, customized advice, and a focus on building enduring client relationships. It’s a full-service option for those seeking expert guidance with the strength of a national firm.

Bank Of Clarke

With multiple locations throughout Northern Virginia, Bank of Clarke provides both banking and financial planning under one roof. Their wealth services division helps clients with retirement planning, investment management, and fiduciary services. Known for its regional strength and personal approach, Bank of Clarke gives clients access to financial tools with the guidance of a trusted local institution. It’s an ideal fit for those who prefer in-person planning with a community-first mindset.

Edward Jones – Financial Advisors: Adam Skitol, Jennifer Damme, Taylor James

At Edward Jones, financial planning is all about personal service. At the Ashburn branch, advisors Adam Skitol, Jennifer Damme, and Taylor James help clients create customized strategies for long-term success. Their services include retirement savings, tax-smart investing, college funding, and legacy planning. Known for one-on-one attention and clear communication, this team brings Edward Jones’ signature client-focused philosophy to life.

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