Our Firm History
At AOG Wealth Management, we consider ourselves financial stewards. We’re here to manage your wealth with integrity, accuracy and accountability, and we do it all while offering institutional-quality investment management services. We are also Northern Virginia wealth advisors with a different approach. Many firms are highly specialized in one or two product offerings, but we work as a team of professionals housed together under one boutique firm roof. Doing business this way allows us to incorporate more platforms and services in a financial plan that is as unique as you are.
At AOG Wealth Management, we consider ourselves financial stewards. We’re here to manage your wealth with integrity, accuracy and accountability, and we do it all while offering institutional-quality investment management services.
Why AOG?
Wealth and asset management goals are unique to each individual. That is why AOG Wealth Management provides customized investment solutions based on your personal goals, circumstances and objectives. Whether you are looking for tax-efficient strategies to reduce your tax burden, re-positioning your retirement funds to less volatility, or utilizing more robust benefit plans (such as a Cash Balance Plan, Profit Sharing 401k or standard 401k) to maximize pre-tax investments for your company, AOG is committed to maintaining the highest standards of integrity and professionalism by providing a high value proposition and superior personal service.
What sets AOG apart from the typical investors and wire houses? We complete rigorous, on-site due diligence on all prospective investments, and ongoing due-diligence for existing investments. Employing a durable income model, AOG actively monitors investments necessary to customize your portfolio based on your risk / reward profile.
Our Community
Our commitment to our clients extends to the community where we live and work. AOG Wealth Management, along with individual AOG team members, support many worthy causes in our community.
David’s Hope
Our financial advisors in Northern Virginia support David’s Hope International. This is a non-profit that works with other organizations to develop long-term and sustainable solutions for educational, medical, and spiritual needs for the people of Eburru, Kenya.
Celebrate Great Falls
AOG Wealth Management is a proud sponsor of the Celebrate Great Falls Foundation and its efforts to provide community spirit, community events, and community projects. This organization was founded on two simple goals: helping local citizens in need and putting money back into the local community for projects and events. As the community grew, so did the organization evolving into a foundation donating funds to our local schools and other improvement projects benefiting the area and its residents.
Foundation Fighting Blindness
We support the Foundation Fighting Blindness, Inc., an effort to promote research for retinal degenerative diseases including Macular Degeneration, Retinitis Pigmentosa, Usher Syndrome, and other diseases and disorders affecting the retina.
Jill’s House
AOG Wealth Management in Washington DC also supports Jill’s House. This is a DC area charity that provides a safe place for children ages 6-17 who experience intellectual disabilities. Through Jill’s House, parents and caregivers are offered much needed respite from the emotional, mental, and physical demands of caring for intellectually challenged children.
Lake Anne Nursery Kindergarten
AOG Wealth Management is proud to help support Lake Anne Nursery Kindergarten in Reston, Virginia. LANK was founded in 1965 and has a rich tradition of providing an exceptional preschool experience to the Northern Virginia community.