2017 marks 10 years since Jennifer Myers first founded SageVest Wealth Management as an independent, fee-only financial planner in the Washington, DC area. Throughout the last decade, our firm has remained committed to delivering excellence in investment and financial planning services to individuals, families, and business owners throughout Virginia, Maryland, and the wider DC Metropolitan region.
We’re always honored to receive recognition for the exceptional level and breadth of knowledge, experience, and service that we render for our clients.
SageVest Wealth Management is pleased to announce that Jennifer Myers has again been recognized by Washingtonian Magazine as a Top Money Advisor for 2018, in the category of Fee-Only Financial Planners.
Washingtonian Magazine designates Top Money Advisors every other year. Jennifer is a past recipient for 2012, 2014 and 2016.
The awards are determined by asking hundreds of local financial experts for recommendations on who they would trust as a financial planner, followed by extensive research. Only nominees with the strongest recommendations are named Top Money Advisors.
We look forward to continuing to provide you with the highest caliber of customized, comprehensive wealth management. Feel free to share this exciting news with others who may be seeking a top fee-only financial planner in the Virginia, Maryland and Washington, DC areas.
Prepared by SageVest Wealth Management. Copyright .
The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This article is for informational purposes only. The views expressed are those of SageVest Wealth Management and should not be construed as investment advice. All expressions of opinions are subject to change and past performance is no guarantee of future results. SageVest Wealth Management does not render legal, tax, or accounting services. Accordingly, you, your attorneys and your accountants are ultimately responsible for determining the legal, tax and accounting consequences of any suggestions offered herein.
In accordance with IRS CIRCULAR 230, we inform you that any U.S. Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by a taxpayer, for the purpose of (a) avoiding penalties under the Internal Revenue Code or that may otherwise be imposed on the taxpayer by any government taxing authority or agency, or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
The provision of a link to any third party website does not mean that SageVest endorses that website. If you visit any website via a link provided here, you do so at your own risk and indemnify SageVest from any loss or damage incurred.