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Home > Financial Planner Directory > Virginia > Arlington > Lisa A.K. Kirchenbauer, CFP®, RLP®

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Lisa A.K. Kirchenbauer, CFP®, RLP®

Omega Wealth Management, LLC

200 N Glebe Rd
Ste 812
Arlington, VA 22203
Phone: (703) 387-0919 x500
Fax: (703) 387-0918

Toll-free: (877) 678-8880

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Career Change
Estate Planning
Investment Management
Life Planning
Retirement
Sudden Wealth
Nontraditional Households
Women's Finances

How Planner Charges

Fee Only

Considerations: NO HOURLY WORK. In addition to AUM fees, our Life/Wealth Advisory Fee starts at $7,500 a year. For those in need of one-time Transition Planning (career, divorce, etc.) a 6 month engagement $5,000.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.