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 – 3/19/19

Stock and bond markets rallied. Last week, major U.S. stock indices finished higher for the 10th time in 12 weeks. Bond markets moved higher, too, with the yield on 10-year Treasuries dropping just below 2.6 percent, reported Randall Forsyth of Barron’s. Yields on 10-year Treasuries haven’t been this low since January 2018. The simultaneous rallies… Read More

Read more Market Commentary→

INDUSTRY INSIGHTS

2019 Retirement Plan Contribution Limits

Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to work towards the goal of setting aside enough money for the future. But do you know how much you’re allowed to contribute? Contribution limits can vary greatly depending on the type of… Read More

Navigating Health Care Taxes

Chances are you have heard about the 3.8% surtax that went into effect in 2013 under the Affordable Care Act—but do you know if and when you might need to pay it? While there have been significant changes to the tax code over the past year, the Medicare tax and net investment income tax remain… Read More

Read more Industry Insights→

Stay Informed

Set Up a Wealth Strategy Appointment Today

Or Call: 703-466-0477

Back to Top