Marie Canterbury is a fiduciary Financial Advisor in Northern Virginia. Marie works with clients to simplify and navigate the complicated world of personal finance and investing. Through the financial planning process, she will access your needs, goals, and financial situation to ultimately provide recommendations to work toward those objectives.

Preparing for that next step in life is not always easy. The combination of her experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate planning objectives, investment strategies, and insurance needs. Whether your goals include milestone life events such as starting a family, college, retirement; or rather you are simply looking for protection via life, disability, or long-term care insurance, she promises you a high level of attention, insight, and capability.

In addition, Marie possesses an expertise working with the unique retirement plans, tax laws, and rules pertaining to public safety, local government, and federal government workers.

Contact her to discuss your financial future.

Areas of Service:
• Financial Planning
• Wealth Accumulation Strategies
• Retirement Planning
• Education Funding
• Family Protection Strategies
• Retirement Strategies
• Tax Strategies
• Portfolio & Investment Analysis
• Wealth Management
• Wealth Transfer
• Legacy Planning
• Life, Disability, and Long-Term Care Insurance
• Business Succession Planning
• Retirement Plans
• Employee Group Benefits