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To build meaningful wealth is to know, build, preserve and transfer what you have.

Welcome, we are Fenway Financial Group LLC, an independent financial firm located in Ashburn, Virginia. We understand that individuals and families face unique financial challenges throughout their lifetime. We can help take the mystery and guess-work out of preparing for today and tomorrow's financial obstacles. Whether your goal is rolling over your 401(k), preparing for retirement, college savings, or estate strategy, our personalized services focus on helping you to understand that to build meaningful wealth; one has to know what you have, build what you have, preserve what you have and hopefully if we've planned it right, be able to transfer what you have to your beneficiaries or favorite charities in the most tax-efficient manner.

Our professionals have years of experience and have been servicing the Washington, DC Metro area for more than 15 years. We look forward to working with you through all stages of your life.

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How We Do
Business

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can
Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our
Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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