AOG Wealth Management - Reston, Virginia

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For individuals and families seeking comprehensive financial planning and sophisticated investment management, AOG Wealth Management presents a compelling solution. Located at Address: 11911 Freedom Dr #730, Reston, VA 20190, and readily accessible at Phone: 037578020, AOG Wealth Management offers a suite of services designed to address diverse financial needs. Their website, Website: aogwealth.com, serves as a valuable resource for prospective clients, providing detailed information about their team and services.

Specialties encompass a wide range, including expert financial planning, meticulous estate planning, insightful financial consulting, and tailored investment services. AOG Wealth Management distinguishes itself through a holistic approach, recognizing that financial success is intrinsically linked to personal well-being and long-term goals. The firm’s team consists of experienced professionals dedicated to providing personalized guidance and strategic solutions.

Other Points of Interest highlight AOG Wealth Management's commitment to inclusivity and accessibility. They boast a wheelchair accessible entrance, wheelchair accessible parking lot, and a dedicated wheelchair accessible restroom. Furthermore, they offer a gender-neutral restroom and standard restrooms. The company also prides itself on being LGBTQ+ friendly, fostering an environment of respect and understanding for all clients. Appointments are highly recommended to ensure dedicated attention and facilitate a thorough assessment of individual circumstances.

Opinions regarding AOG Wealth Management are generally positive, as evidenced by four reviews on Google My Business. The average opinion is a solid 4/5, reflecting client satisfaction with the firm’s professionalism, expertise, and client-centric approach. Here's a breakdown of common themes emerging from these reviews:

• Personalized Service: Clients frequently commend the team's ability to understand their unique financial situations and tailor recommendations accordingly.
• Expertise and Knowledge: Many reviewers highlight the team's deep understanding of investment strategies and estate planning complexities.
• Communication and Transparency: Open and honest communication is consistently praised, fostering trust and confidence.
• Proactive Advice: Clients appreciate the firm’s proactive approach to identifying potential risks and opportunities.

Detailed Information for Prospective Clients:

AOG Wealth Management’s commitment extends beyond just managing assets; they prioritize building long-term relationships based on trust and mutual understanding. The firm’s philosophy centers around providing ongoing support and adapting strategies as client needs and market conditions evolve. They understand that navigating the complexities of wealth management can be daunting, and their goal is to simplify the process and empower clients to achieve their financial aspirations. The firm’s dedication to accessibility further underscores their commitment to serving a diverse client base. Appointments are strongly encouraged to facilitate a detailed discussion of individual circumstances and to ensure a tailored approach to financial planning. Clients benefit from a dedicated advisor who can provide ongoing support and guidance. The firm’s registered representatives hold various professional credentials, reflecting their commitment to ongoing education and adherence to industry best practices. They continuously monitor market trends and regulatory changes to ensure clients receive the most informed and relevant advice. AOG Wealth Management’s operational processes are designed to prioritize client confidentiality and data security, adhering to strict regulatory standards.

In conclusion, AOG Wealth Management presents itself as a reliable and experienced partner for individuals and families seeking comprehensive financial planning and investment management solutions. Their commitment to accessibility, combined with their expertise and client-centric approach, positions them as a valuable resource for those seeking to secure their financial future. The positive client feedback and readily available resources further solidify their reputation as a trustworthy and professional firm. For those seeking a dedicated advisor and a tailored approach to wealth management, AOG Wealth Management warrants serious consideration.

Keywords: Financial Planning, Wealth Management, Investment Services, Estate Planning, Financial Consulting

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👍 Reviews of AOG Wealth Management

Khanh S.

5/5

My family has been with AOG for almost 10 years and after every encounter, we are impressed by their knowledge, integrity, passion, and care. Not only do they invest our money, but they’re invested in our family. We wholeheartedly trust them to give us the best advice to establish and reach our goals, not just for our future, but for generations to come.

We enjoy the client appreciation and education events they host. Truthfully, 60% of what is shared at the education events goes over my head, but that’s why it’s so great to have a team that geeks out over the stuff that I don’t understand. We are thankful for the opportunity to work with AOG!

They did not ask me to leave a review, but AOG is just too wonderful not to. If you’re considering trusting AOG, I hope you’ll ask yourself, “why would someone spend time writing a glowing review about their financial advisors if it wasn’t true?”

Carol H.

1/5

I was a former client of this group. I found them to be smooth-talking, insincere and extremely self-serving, operating primarily in their own economic interests. The well-being of my investment portfolio was secondary to their bottom line. With their advice, I liquidated a large amount of stock to put funds in an oil investment. They claimed the tax penalties related to the stock sales would be offset by the oil investment write-offs. This was not the case and my tax liabilities were horrendous. On another occasion, I agreed to move a large amount (20m) into an investment they tabled and recommended. This holding turned out to be an ‘alternate’ investment, not publicly traded, and whose value was not generally available to routinely check on. They stated that it was an ‘in-house’ mutual-type fund whose composition was periodically modified by an AOG team based upon market performance. Details of this investment build were not available to analyze. To my chagrin, I later found out that two subsequent purchases of even larger amounts were purchased for my portfolio without my express permission. This was the straw that ruptured our business relationship. Caveat emptor
/s/ John Hebbe

Samantha H.

5/5

As I said before, the professionalism from this company always makes me feel comfortable, and confident that I'm being taken care of. Thanks so much, Fred Baerenz!

Somya S.

5/5