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.

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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.

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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

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Market Commentary

Market Commentary – May 21, 2018

Too much? Too little? Or just right? U.S. stock markets were relatively calm, although they finished the week lower. U.S. Treasury yields hit a 7-year high and finished the week above 3 percent. While these were notable, the most remarkable events last week occurred beyond our borders. These include: The Vatican publishing a position paper… Read More

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INDUSTRY INSIGHTS

The Roth Conversion Conversation

Are you wondering whether you should convert your traditional IRA to a Roth IRA? You may have heard of the tax benefits of a Roth, but how do you know if it’s the right move for you? Converting to a Roth IRA can come with several benefits, but there are a few factors you should… Read More

Bring Home the Bacon Now, Enjoy Breakfast in Retirement

Something as simple as a pound of bacon can demonstrate the power of compound interest as it relates to your retirement savings. Say you buy a pound of bacon every week, year after year. If you contribute just a bit more money than the amount you spend on bacon to your retirement each year, you… Read More

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Stay Informed

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