Success is different for all. Shouldn’t your strategy reflect that?

We understand success is as individual as you are. We strive to understand what success means to you so that we can create a strategic financial plan that guides you in the pursuit of your dreams.

Click on links below to learn more:

Call Today 703-466-0477

Your Team

John, Angela, and Brett have been running AMJ Financial for more than 15 years, and over that time have built a strong team of industry experts and financial advisors.

Learn more about the entire team→

Our Services

AMJ Financial Wealth Management is a family owned and operated company, and that sense of family extends not only to our staff but to our clients. At AMJ, we take pride in the fact that with us, you’re not a number, or just another client; we treat you like family! The services we offer include:

  • HOLISTIC WEALTH PLANNING
  • CUSTOMIZED WEALTH MANAGEMENT
  • ESTATE PLANNING
  • LIFE INSURANCE
  • RETIREMENT PLANNING
  • INCOME PLANNING
  • EDUCATION PLANNING
  • TAX EFFICIENT PORTFOLIOS
  • TAX HARVESTING
  • RISK MANAGEMENT

Learn more about our services→


2014AmericasSelectSymbol_PMS281

Market Commentary

Market Commentary – 7/16/18

Investors are becoming more discriminating. Trade tensions escalated as the U.S. administration expanded tariffs on Chinese goods last week. You wouldn’t have known by watching the performance of benchmark indices, though. Just four of the 25 national stock market indices tracked by Barron’s – Australia, Italy, Spain, and Mexico – moved lower. However, if you… Read More

Read more Market Commentary→

INDUSTRY INSIGHTS

Avoiding 72(t) Mistakes

Are you under age 59½ and looking for a way to withdraw from your IRA without being hit with the 10% early distribution penalty? A 72(t) payment schedule may be the solution. 72(t) payments are a series of substantially equal periodic payments made from an IRA that can be used to avoid the 10% early… Read More

Read more Industry Insights→

Stay Informed

Set Up a Wealth Strategy Appointment Today

Or Call: 703-466-0477

Back to Top