Register for Client Education Seminar. Learn More »
Our Services

Small Business Services

Asset Management System

AOG Wealth Management utilizes unique strategies that help people in all stages of wealth to increase and safeguard it. We can help you if you have a small business. Your finances become even more challenging when you have a business to start, grow and manage in addition to your retirement goals. We can help. Our team of small business advisors combine their wealth management experience to help business owners make the right financial decisions for their business as well as themselves. Our small business services include:

  • Cash Balance Pension Plan
  • Profit Sharing 401k
  • Standard 401k

Asset Management Services

Our asset management services for Washington, DC, Virginia and Maryland investors provide you with support for your financial resources so you can continue to accumulate and safeguard your assets. We have an advisory team made up of Certified Financial Planners® and an Accredited Investment Fiduciary® that understand exactly how to provide financial guidance, even in volatile market conditions. Some of the asset management offerings we provide include:

  • Retirement Funds
  • College Savings Plans
  • Innovative Stock and Bond Selection
  • Tax Efficient Strategies
  • 1031 Exchange Assistance

Wealth Management Services / Financial Planning

Wealth management and financial planning are investment advisory disciplines that incorporate a number of services for individuals and families seeking wealth protection and growth. AOG Wealth Management utilizes investment and wealth management management for Washington, DC area families as well as financial planning and other services to meet the unique financial goals of our clients. Our advisory team is made up of credentialed NOVA wealth management professionals with experience in the following areas:

  • Trust and Estate Planning
  • Investment Planning
  • Tax Preparation and Planning
  • Home Mortgage Assistance

Most Nova wealth management firms in Washington, DC and McLean financial planning firms require their clients to have some wealth in place in order for their strategies to be effective. While that is generally how wealth management works, our investment and management strategies are designed even for emergent investors.

Personalized Asset and Wealth Management Services

At AOG Wealth Management Inc. we are dedicated to help our clients reach their financial goals. Contact us today at 1-866-993-0203 to start getting stewardship for your financial resources.

We provide investment management services for Ashburn, VA, Washington, DC and Northern Virginia area families, including Potomac, Great Falls, Reston, McLean, Arlington and Georgetown. Contact us to learn more about the services available in your area.