Wealth Management Page
Wealth Management Services, offered through The Fauquier Bank, began as a Trust Department in 1916 and primarily focused on the settlement of estates. Today, TFB Wealth Management has grown into a diversified financial services entity.
When it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement, Insurance Services and Brokerage Services, clients choose The Fauquier Bank Wealth Management professionals to manage their financial needs. We have the history, resources, and a large team of certified financial advisors with years of wealth management experience to help you plan for financial success.
Every client’s account is unique. Whether you need help with estate planning, home equity, IRAs, investing, asset transfers, loans and asset planning, secured lines of credit, or life insurance premium financing, our professional team of wealth advisors are here to provide guidance.
Whether you are new to wealth management and financial planning, or you are ready to put a plan into motion for you and your family, TFB Wealth Management Services is here and fully supported by The Fauquier Bank.
We are licensed and certified specialists in Investment Management, Retirement and Financial Planning, as well as Trust and Estate Administration.
“Wealth Management” defines our goal of delivering products and services that offer valuable resources to everyone with a desire to build financial security.
We assist individuals, businesses and non profit organizations primarily located in Fauquier, Prince William and surrounding counties to realize their financial objectives using a disciplined team approach.
We have proudly served our community for over 100 years. We are locally managed, accessible and committed to helping you reach your goals.
Some securities are offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MA, CT, NY, TX, NC, OK, FL, MD, OR, PA.