Bridging the Confidence Gap
Hello my name is Song 'Fenway' Park and I am the founder of Fenway Financial Group LLC. We are an independent wealth planning firm servicing the the metro Washington, D.C. suburbs of Northern Virginia for 15 years. At Fenway, we understand that wealthier individuals, families and small business owners face unique financial challenges to building and preserving their wealth. We can help take the mystery and guess-work out of preparing for today and tomorrow's financial obstacles by helping our clients make educated, informed financial decisions. We also work closely with our LPL Research department and professional outside money-managers to help re-arrange our clients investments to pursue desired outcomes and risk-adjusted returns that are more predictable.
1) Are at or nearing the next phase of your career and seeking a real-look at how to seek income to last a lifetime.2) Are in transition work-wise and want to explore your financial options.3) Are a business owner or corporate executive looking for a more personalized and consultative client experience.4) Are a plan administrator or fiduciary to a company-sponsored retirement plan who needs better communication and education to plan participants.
Whatever your financial goals may be - preparing for the next phase after a lifelong career, saving to purchase your second-home or a luxury vehicle, or building an effective estate strategy, our personalized and consultative advisory process can help you more clearly understand that to build and perpetuate meaningful wealth; you have 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 family or favorite charities in the most tax-efficient manner.
Thank you for visiting our website. We look forward to working with you.
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