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 13 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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A letter of instruction provides additional and more personal information regarding your estate.
A few strategies that may help you prepare for the cost of higher education.
Five creative (and inexpensive) ideas for motivating your employees.
Here are 4 great, and sometimes unexpected, places to raise a family.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.