Financial Planners in Alexandria

“For two decades, MWM has advised me. They have consistently provided exceptional financial advice, and my results have been outstanding. But that's just one aspect of how I benefit from our relationship.

MWM stands out for its proactive, responsive, creative, and thoughtful approach to providing financial advice. Their financial planning process, which was both rigorous and actionable, has laid a solid foundation for my family's future. The personalized strategy they created is a testament to their dedication to my family's goals and their expertise.

MWM's presence in my life has created a comforting peace of mind.“

“Josh has been my financial navigator for several years and I literally trust him with my life. His guidance and expertise have saved me as a single mom and I would highly recommend his services.“

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“We have been working with Wade for over 13 years and in that time he has provided us with outstanding service and advice. He has helped us navigate several major life events, all while keeping us on track to our financial goals. We are still a decade away from retirement, but it would be many more years if not for Wade's support. He truly cares about his clients -- listening to your needs, understanding your goals, and then customizing his support to make sure you achieve them. We appreciate that Wade is an independent advisor, beholden to no one but his clients.“

“In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.“

“I have had the pleasure of working with Tyler and Clay for the past few years when managing my assets. They are a great team and were always available to answer any of my questions. Highly recommended!“