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.