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 – 10/15/19

The world breathed a sigh of relief last week when the United States and China took a step toward a trade-war truce. Financial Times reported the United States agreed to not increase tariffs from 25 percent to 30 percent on $250 billion of Chinese imports next week. (Current tariffs remain in place, and it is… Read More

Read more Market Commentary→

INDUSTRY INSIGHTS

Unused Vacation Days Can Be Costly

Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.1 In survey after survey, workers consistently say paid vacation is one of the benefits… Read More

Avoiding the 10% Tax Penalty

Have you paid medical expenses this year worth more than 10% of your adjusted gross income? Do you plan on buying your first home soon? Are you currently paying for higher education expenses? If you said yes to any of these scenarios, and you’re younger than age 59½, you may qualify to withdraw from your… Read More

Read more Industry Insights→

Stay Informed

Set Up a Wealth Strategy Appointment Today

Or Call: 703-466-0477

Back to Top