Why Use This Tool?

Wealth Management
When the power of the financial planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. Our Wealth Management services are offered as an integrated service for a single fee.

Financial Planning
The financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your goals. Your financial plan will cover cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. It will do so in a big-picture, holistic way. The initial financial plan is developed for you during the first year of the engagement. Thereafter, the financial plan is reviewed on a regular basis to help ensure that you stay on track through changes in the landscape and in your circumstances.

Asset Management
Asset Management is the process of making the most of your wealth in pursuit of your financial planning goals. Our approach to managing investment portfolios is predicated upon certain fundamental assumptions with regard to the factors that most influence investment success. Those factors include the following:

• Asset Allocation
• Value Criteria
• Size Criteria
• Fees and Expenses

We develop an Investment Policy and a disciplined plan for investing your assets and for monitoring and reviewing them on an ongoing basis.

When the power of the financial planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. Our Wealth Management services are offered as an integrated service for a single fee.

Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983.

Elissa is a past Chair of the Financial Planning Association (US). Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is Chair of the Individual Campaign. She has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg Wealth Manager. Elissa has appeared on The Today Show, CNBC, CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including The Washington Post, Time and Businessweek magazines.

Elissa’s article, "To Feel . . . Like a CFP", was published in July 2000 in The Journal of Financial Planning. Her article, co-authored with David B. Yeske, CFP, "Policy-Based Financial Planning Provides Touchstone in a Turbulent World", was published in July 2006 in The Journal of Financial Planning.

Elissa is an Adjunct Professor at Golden Gate University's Ageno School of Business, where she is co-instructor for Cases in Financial Planning. Elissa sits on the Cornerstone Advisory Board of the McIntire School of Commerce at the University of Virginia and is a member of the DC Estate Planning Council. She is a Dean for FPA’s Residency Program. And Elissa is a co-founder of the International Training Center for Financial Planners, which is a not-for-profit dedicated to developing successful financial planners around the world through mentoring and training. She also sits on the FPA Leadership Development Subcommittee and on the FPA Solutions Advisory Board.