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Home > Financial Planner Directory > Virginia > Middleburg > Helen Modly, CFP®, CPWA

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Helen Modly, CFP®, CPWA

Focus Wealth Management, Ltd.

112 W Washington St Ste 201
PO Box 327
Middleburg, VA 20118-0327
Phone: (540) 931-9051
Fax: (540) 931-9024

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

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Retirement
Sudden Wealth
Women's Finances

How Planner Charges

Fee Only

Considerations: Currently accepting individuals and families with $1,000,000 or more to invest. No minimums for stand-alone financial planning engagements.

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