• Cash Flow and Debt Management
• Tax Management
• Capital Needs Analysis for Education Funding
• Capital Needs Analysis for Retirement / Financial Independence
• Investment Planning
• Distribution Planning
• Risk Management (Life, Health, Disability, Long-Term Care, and Liability)
• Estate Planning
• Charitable Giving

Egan, Berger & Weiner, LLC also offers business and executive financial planning services.

Unique goals.  Difficult Decisions.

If you take a close look into the major areas of your financial life—money management, insurance, estate planning, taxes—you can see just how complicated financial management can be…and how important a well-thought-out strategy is for growing and protecting your wealth. At EBW, our mission is to do our utmost to help ease that process.

We start with an in-depth evaluation of your financial profile. Using this assessment, we then apply our extensive financial knowledge to provide you with detailed recommendations and sound advice. We’ll even work with your existing legal and tax advisors or recommend specialized outside experts where it will add value to your individual plan.

No plan is effective unless it is properly executed. At EBW, we take the steps necessary to carry out our carefully planned recommendations. But our job doesn’t stop there. We’ll continue to work with you, revising the plan to match your changing lifestyle. No matter how large or small your financial needs, you can trust that we’ll apply our comprehensive knowledge to delivering your plan with exceptional professionalism and integrity.

Financial Planning Education

The team at EBW believes that client education and awareness is key to your financial success. That is why we provide online resources and financial planning seminars. We teach a four-session seminar throughout Fairfax County several times a year. To obtain information on these seminar please go to our "seminar registration page". 

Visit our seminar registration pageto learn more about our seminars in the area.