What comprises your financial life? And what affects it? At The Agnew Group, we’ve honed a perspective on managing wealth that reflects our holistic, hands-on approach to serving clients’ best interests.

As seasoned financial advisors, we do not offer “cookie-cutter” strategies because we’ve never met a “cookie-cutter” client. The people we serve each present a unique set of circumstances and preferences. Many clients are highly educated, financially astute, and can benefit from enlightened advice and guidance that engages them, their spouses, and children.

And while clients are often established in their professions and personal lives, many still need to “figure things out.” They may be transitioning from one career to another, nearing retirement, or simply realize they’ve reached a point where they don’t want to “go it alone.”

For these clients and others in the greater Washington D.C. area and nationwide, we help them evaluate what they’ve accomplished, where they stand, and what they believe stands in their way. We’re proud to note that many clients we’ve served for decades have become our closest friends. We believe that reflects our integrity, sincerity, and the trust that clients place in us.