Register for Client Education Seminar. Learn More »
McLean

McLean

Our Team Approach

Some firms offer specialized services in one or two specific areas, but at AOG Wealth Management, we employ industry professionals that represent a number of financial disciplines.  Our team approach adds convenience as you shop around for the best retirement planning solutions.  What is even better is the fact that it enables us to get differing perspectives so we can execute a unique financial plan that is customized to meet your goals.  Our objective is to address your personal financial concerns and deliver financial solutions that are as unique as you are.

Our Licensed and Credentialed Advisory Team

At AOG Wealth Management, our McLean advisory team has more than 100 years of industry experience.  We help our clients create a plan to build their wealth and protect it from losses.  Even throughout some of the most volatile markets in history, we have provided a steady hand of guidance.  Our advisors are licensed and credentialed, and they hold and maintain the following licenses:

  • Certified Estate Planner
  • Investment Advisor Representative
  • Registered Principle
  • Certified Financial Planner® (CFP®)
  • Qualified Kingdom Advisor™
  • General Securities License (Series 7)
  • Series 6, 7, 63, 65, 66, and 26 licenses

Our Investment Model

At AOG Wealth Management, we use the Endowment Model for investments.  The model is based on the principle of true diversification.  We endorse investing in seven or eight distinct asset classes that have little to do with one another.  This ensures that each asset performs separately, even amid market uncertainty.

There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. AOG Wealth Management and Kalos do not claim that any investor will achieve the same result as any endowment, institution, or other investor. AOG Wealth Management’s Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, AOG Wealth Management and Kalos representatives do not earn both advisory fees through AOG Wealth Management and brokerage commissions through Kalos Capital on the same assets.

Start Planning for Retirement Today

It’s never too late to start saving for retirement.  To get more information on all of our products and service offerings, call our McLean office at 1-866-993-0203.