DEW Financial Management Group (DEWFMG) is an independent wealth management, planning and advisory firm with a team of experienced financial planners and consultants dedicated to customized, holistic financial planning for mass-affluent and high-net-worth families and individuals, and also serves retirement plans, estates and endowments. Based in Fairfax VA with sister offices in Washington DC and Largo MD and Tampa FL.
Founded in 2010 by its CEO Edward D Williams, a former Smith Barney advisor and manager, DEWFMG has helped clients across the United States to develop and implement sound investment plans.
As an independent hybrid RIA advisor group, DEWFMG also provides independent financial advisors with practice support and a top-tier office working environment.
Our mantra is Bringing Wall Street Strategies to Main Street Folks.
We are in the business of helping clients address all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren.
If this method of meeting your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call (703-383-1960) or e-mail me.