Financial Advisors
Fairfax, VA
Focus Partners Wealth is a registered investment advisor in Fairfax specializing in comprehensive wealth management, financial planning, and investment services for individuals and families. Led by a local father-son team (Jim David, CPA, PFS and C.J. David, CFP) backed by a nationwide network, they offer personalized planning around your values and goals, plus specialized services including retirement planning for businesses, tax planning, CFO services, family office solutions, and lifestyle concierge services. Their team of CFP-certified advisors takes a strategic, values-based approach to help clients achieve financial stability and create possibilities for their families.
Ideal for: High-net-worth families, business owners planning retirement, individuals seeking comprehensive wealth planning, families prioritizing generational financial stability
Service area: Fairfax, VA and surrounding Northern Virginia communities
Local Father-Son Leadership: Led by Jim David (CPA, PFS) and C.J. David (CFP), combining personal neighborhood presence with nationwide network resources and expertise.
Values-Based Planning Approach: Financial strategies are personalized around your personal values, goals, motivations, and priorities rather than one-size-fits-all solutions.
Comprehensive Service Scope: Beyond investments, offers retirement plan consulting for businesses, tax planning, CFO services, family office management, and lifestyle concierge services through curated providers.
Address: 8315 US-29 #325, Fairfax, VA 22031
Phone: (703) 560-8300
Website: wealth.focuspartners.com
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