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.
How We Do
Our experienced professionals have helped many people just like you pursue their financial objectives.
What We Can
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What can be learned from the savings rate?
What kind of auto insurance should you have? Do you know?
Knowing the rules may help you decide when to start benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Beware of these traps that could upend your retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.