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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What does the Tax Reform and Jobs Act mean for you?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
What can be learned from the savings rate?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.