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Value Overview

Value Overview:

As a boutique investment advisory firm, AOG is committed to serving our clients by offering investment vehicles characteristically not utilized by typical investors or wire house firms. Using a four-pillar approach combining investment strategies, tax efficiency expertise, legal / estate planning and risk management, AOG provides the following:

  • Endowment investment model.
  • 20+ years of industry experience.
  • Strategic investments diversified across eight asset classes.
  • Rigorous on-site due diligence process for all investments.
  • Highly-responsive and personalized client service.

AOG Wealth Management’s goal is to help you realize your dreams and fulfill promises to your loved ones.

Our Team

AOG Wealth Management advisors are comprised of a team of Certified Financial Planners® and Accredited Investment Fiduciaries®, each bringing their individual experience and training to the firm. Amid times of market volatility and change, AOG’s team of advisors maintains a steady hand of guidance and expertise. Managing your finances is a very personal service. The AOG team is committed to being with you every step of the way. Why?… because you deserve the road less traveled.

Exceptional Wealth Management Starts with Good Personal Relationships

The relationships we form with our clients enables us to provide them with products and services that are suited for their individual investment goals.  Our investment strategy always starts with establishing good relationships with our clients first.  At AOG Wealth Management, we make finding solutions to all of your financial concerns simple because we operate in a boutique setting.  It’s just one way we get the conversation and our relationship with you started.

Contact Us for a No-Obligation Financial Consultation

We are a financial planning northern Virginia firm that is committed to providing you with guidance and management of your financial resources.  For more information on our services or to discuss any questions you may have, contact us by calling 1-877-600-3573.