Connect with Top-Rated Financial Planners in Herndon!

Quantis Wealth Management, LLC is an independent personal wealth management firm providing fiduciary asset management services focused on what is best for their clients. With a robust and experienced team of advisors, CFPs, CPAs, CFAs, investment research specialists, insurance brokers, and estate attorneys, they offer a comprehensive approach to wealth accumulation and preservation. Their service model combines tax, investment, and financial planning to help clients achieve their financial goals. With a fully transparent fee structure, clients can rest easy knowing that the advice they receive is objective and aligned with their best interests. From retirement and investment planning to charitable, tax, and estate planning, Quantis Wealth Management, LLC is dedicated to providing independent advice and exceptional service to their clients.

Everything we do begins with a thoughtful, comprehensive and personalized approach to financial planning and portfolio management on your behalf. We understand that your financial planning needs are dynamic and will continue to change. Your advisor will recommend an investment strategy, as well as monitor and manage your portfolio throughout your life stages. You will feel confident knowing that your financial goals, resources and strategies will continue to be assessed, that you will be alerted to decisions that need to be made as your circumstances change, and that as new opportunities arise, they will be discussed with you. Our goal is to guide you toward financial strategies that can help you realize the future - and the life - you envision

Envisioning a company that was able to offer personally tailored, unbiased, independent financial and investment advice, Paul Hughes and Scott Hughes founded Hughes Financial Services, LLC, in 2009. From the beginning, our mission has been to partner with our clients - individuals and families in or nearing retirement - so we can understand your life situation and provide personalized and objective solutions that work towards achieving your unique financial goals and objectives. We get to know you - listening to your stories and learning what is important to you - and use our experience and knowledge as financial advisers to have a positive impact on your life, your goals, and your dreams. Whether you are looking to retire in a few years or want to start planning for your future now, a good plan starts with a good partnership. We invite you to explore Hughes Financial Services as your potential partner for your financial and investment planning needs.