Curtis J. Congdon, CRPC®, CFP®

As a busy and successful professional, you think about the balance between growing and preserving your wealth. Recognizing the increasing complexity of your finances, you wonder how you can better position yourself and your money.

Sure, you want nice things and to continue the lifestyle to you have become accustomed; but you really want to worry less and enjoy life more. You want a comfortable retirement, but you also want to ensure your spouse is provided for, your parents are taken care of later in life, charities are supported and children are on solid footing.

We work closely with uniquely successful individuals and families to help them feel in-charge of their future, and the future of the people important to them. Our team provides the financial services, investment management, coordinated planning and on-going consultation that it takes to address these needs and help clients realize their aspirations.

I am a CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planner, life and health insurance licensed; I studied finance at James Madison University and Georgetown University. I was nominated by my peers and selected for the Northern Virginia Magazine’s Top Financial Professionals list in 2015 and 2016 for both Investment Planning and Retirement Planning. Outside of the office, I am blessed with an amazing, supportive family. My wife Jenn is a remarkable woman and great mother to our children Chase and Keira. Beyond finance and family, I am involved with our church, love reading, golf, Austrian economics and spending time outdoors – ask me about raising our chickens!