Our team is dedicated to providing a superior experience with a bullseye on positively impacting your financial future.
Wealth Management Team
TRANSPARENCY, OBJECTIVITY, DEDICATION
We firmly believe in the importance of working together to build rewarding relationships. Our team oriented approach is dedicated towards the pursuit of excellence and providing you with the highest quality financial advice.
Beyond Wealth Management
ESTATE PLANNING, ACCOUNTING, TAX, AUDIT, AND TECHNOLOGY
Through our affiliation with Gross, Mendelsohn & Associates, P.A., one of the Mid-Atlantic’s fastest growing CPA and technology consulting firms, we deliver resources and expertise to help you with all your important financial decisions for you and your business.
Leonard B. Rus, CPA, Managing Partner
1801 Porter Street, Suite 500
Baltimore, MD 21230
3877 Fairfax Ridge Road, Suite 200N
Fairfax, VA 22030