Your financial planning needs are unique. Our team led by Julia M. Connell, CFP® will go deeper to understand your mindset — what shapes your view on money.
Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center — powered by Goldman Sachs.
35 North Braddock St
Winchester, VA 22601
Driving directions >
M-F: 8:30am - 5pm
We are within walking distance of downtown Winchester and the walking mall.
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