Frederick P. Baerenz

Recognized by Northern Virginia Magazine as one of the Top Financial Professionals of 2022(1)

Fred is the President and Chief Executive Officer of AOG Wealth Management, an SEC Registered Investment Advisory firm located in Reston, Virginia. He is also an Accredited Investment Fiduciary and has been a FINRA Registered Principal, holding Series 6, 7, 26, 63, 65, and 79 Licenses. He is a frequent speaker and panelist at professional associations and advisor practice management meetings. He is a co-author of the book Being in Business is a Funny Thing – Getting Out Is Not. When the SEC promulgated FINRA Rule 15-02, which has been arguably the most significant value improvement of the decade for investors in non-traded REITs and BDCs, Baerenz’ letter was the most cited commentary by the SEC and was later published as an article in Investment News. 


Fred completed his undergraduate work at The College of William and Mary with an Interdisciplinary major in government, history, and economics. Fred served as a Vice President for both Commonwealth Land Title Insurance Company and First American Title Company. At both companies, Fred prepared and reviewed title examinations, served as a Branch Manager, Risk Officer, and Underwriter of commercial title insurance policies. He served as an Escrow Officer on some of the most iconic real estate projects in Northern Virginia developed in the late 1980s and early 1990s including projects for the Metropolitan Airport Authority and the Resolution Trust Corporation.


Fred is an active member of the McLean Bible Church and has served in many local and regional capacities for Crown Financial Ministries over the past twenty years. In 2013 he was elected to the Board of Directors of ADISA (Alternative & Direct Investment Securities Association) and has been a member of the Policy, Regulatory and Legal Affairs Committee for the Institute for Portfolio Alternatives since 2013.


Fred’s community involvement includes service as Chairman of the Board of Directors for David’s Hope International, a Trustee for Fork Union Military Academy and the International DeMolay Foundation. Fred and his wife, Sheila, live in the Reston Town Center, and their son, Joe, is a Securities Attorney in Washington DC.



Frederick P. Baerenz, AIF®

President & CEO, Private Wealth Advisor

(1) Northern Virginia Magazine Top Financial Professionals in Northern Virginia (2021) Methodology: To compile the Top Financial Professionals listing, we sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities. https://northernvirginiamag.com/best/financial-professionals


Investment advisory services offered through AOG Wealth Management

Established in 2000, AOG Wealth Management has served Northern Virginia, D.C. and Maryland as an independent Registered Investment Advisor (RIA) specializing in managing wealth for high-net worth individuals, companies, pension plans, Trusts, donor advised funds, and accounts of similar nature. Continue your journey to financial freedom through AOG investment strategies that go beyond the traditional asset classes of stocks, bonds and cash. By engaging an endowment-style model, AOG adds up to five non-traditional asset classes with low correlation to the stock market.
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