Serving All of Virginia
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It’s Your Future: Build a Financial Picture That Fits Your Goals

We have one guiding principle at Fitzwilliams Financial that is instilled in our corporate culture and is ultimately the core of everything we do: concierge based service.

Independent Advice

Designing client portfolios based on a virtually unlimited number of options.

Client Experience

Giving each client the intimate attention deserved to secure their financial future.

Holistic Philosophy

Designing client portfolios based on a virtually unlimited number of options.

Case Studies

The Fitzwilliams Financial Difference

Proactive Approach

Contacting clients with the information they need before they know they need it.

Fitzwilliams Financial | Holistic Financial Planning | Brian Lindberg

Brian L.

Financial Advisor

Responsive Service

Reacting to client requests with an instilled sense of urgency and priority.

Fitzwilliams Financial | Holistic Financial Planning | Dan Roebuck

Dan R.

Chief Operations Officer

Attentive Staff

Interacting with staff that is impeccably trained and extremely courteous.

Fitzwilliams Financial | Holistic Financial Planning | Charlotte Wertman

Charlotte W.

Client Relations

Securely Monitor Your Accounts and Goals.

Our online portal gives you real-time access to your accounts and allows you to keep track of your investment and retirement goals.

Our Services

What We Do

Wealth Management

Pursuing your goals is easier when you’re not alone. Our Financial Advisers can assist you in creating a wealth plan that evolves as your life does.

Tax Planning

Reducing taxes is an essential piece in preserving your retirement plan. Tax laws can be confusing, and mistakes lead to larger tax issues.

Retirement Planning

Envision your retirement. It’s a time to do all the things you love. Creating the right financial plan will ensure you enjoy the life you deserve.

Risk Management

Do more than expect the unexpected. Plan for it. We can help you build a secure retirement by reducing risks in your retirement portfolios.

Estate Planning

Your estate consists of everything you own. No matter how large or modest the size of your assets is, everyone has an estate that should be protected.

Real Estate

From your primary residence to your investment real estate, our experts can guide you in making the most out of this alternative asset class.

Executive Solutions

As a corporate executive, you understand that planning is at the heart of running a business. The same is true for your own future.

Business Consulting

Your business is without a doubt one of your most valuable assets. Our experts provide extensive insight and strategies to help it thrive.

Federal Benefits

We provide federal workers with the educational information they need to understand their benefits and plan a financially secure retirement.

Medicare Planning

There’s more than one turn on the path to crafting the right plan for your future. We help you with the different four parts of Medicare.

Our Experts

Meet the Executive Team



Chief Executive Officer


Chief Operations Officer
Chief Compliance officer


Lead Investment Advisor
Lead Financial Planner
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