8AM – 4PM

Monday to Friday

10 Courthouse Square

Warrenton, VA 20186

540-349-0296

8AM – 4PM

Monday to Friday

10 Courthouse Square

Warrenton, VA 20186

540-349-0296

We’ll get you moving in the right direction.
Serving Fauquier, Prince William and Loudoun.


Let’s start a conversation today!

Put Your Plan In Motion

TFB Wealth Management Services – A Life Plan You Can Count On

Financial Planning Services from TFB Wealth Management

Financial Planning & Investment Management

  • Financial Planning
  • College Planning
  • Retirement Planning
  • Investment Management
  • Insurance Plans
Trust Administration from TFB Wealth Services

Trust & Estate Administration

  • Investing
  • Settling Estates
  • Asset Transfers
  • Estate Planning Review
Wealth Custom Lending by TFB Wealth Services

Wealth Custom Lending

  • Loans and Assets
  • Secured Lines of Credit*
  • Life Insurance Premium Financing *
    *TFB is one of the few that offer this service.
Brokerage Services through Infinex Investments, Inc.

Brokerage Services

  • Customized Portfolio Design
  • Short and Long Term Strategies
  • Estate Planning
  • Monitoring Your Portfolio
  • Market and Economic Trends

About Us

It’s never too early or too late to build a financial future. At TFB Wealth Management Services we work with our clients every step of the way, putting unique plans in motion.

We offer a wide array of Wealth Management and Investment Services to fit the unique needs of each of our clients. We specialize in Financial Planning, Wealth Custom Lending, Trust Administration and Brokerage Services.

Let’s start a conversation. Call TFB Wealth Management Services at:  540-349-0296

FAQ’s

What does TFB Wealth Management charge to meet with me?

We do not charge a fee for an introductory meeting. We value the opportunity to establish a relationship with you.

What do I need to bring with me to meet with a TFB Wealth Advisor?

Please bring with you any statements of accounts you would like us to analyze (e.g. Retirement or 401 (k) statements, bank statements, mortgage and/or debt statements, and life insurance policies). Bringing statements with you to the meeting helps with three things:

  1. it fosters a more productive discussion,
  2. provides us with the knowledge of how the accounts are titled so we can be mindful of tax implications and
  3. we need the statements to facilitate transfers of assets.

What is the core component of TFB's Wealth Management strategy?

Simply put – Reasonable growth while mitigating risk through Diversification and Asset Allocation.

It All Begins with a Financial Plan. Let’s Get Started.

Choose TFB Wealth Management Services for All Your
Financial Planning Needs

Experienced

Our four full-time Certified Trust & Financial Advisors have more than 68 years experience combined.

Staying Power

We have been helping generations of clients since 1916 with long-time employee and customer relationships.

Full Service

Through The Fauquier Bank, we offer a full line of products and services to meet the financial needs of our clients.

Meet Our Wealth Management Team

Sally Marks, Senior Vice President, TFB Wealth Management

Sally C. Marks, CFP®, CRSP®
Sr. Vice President and
Sr. Trust Officer, TFB
Financial Advisor, Infinex

Wendolyn Worley, Vice President, Trust Officer, TFB

Wendolyn L. Worley, CTFA®
Vice President and
Trust Officer, TFB

Breeann Edmonds, Vice president, Trust Officer, TFB

BreeAnn N. Edmonds, CFP®
Vice President and
Trust Officer, TFB

Jessica Ashby, Vice President, TFB

Jessica Ashby, CFP®
Vice President, TFB
Financial Advisor, Infinex

Request a Call Back

Do you have questions about how TFB Wealth Management Services can help you? Please fill out the form to send us an email and we’ll get in touch shortly, or call us at (540) 349-0296 between 8:00 a.m. and 4:00 p.m. Monday to Friday — We look forward to speaking to you.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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Serving Fauquier, Prince William and Loudoun counties including Warrenton, The Plains, Marshall, New Baltimore, Catlett, Bealeton, Midland, Calverton, Casanova, Opal, Nokesville, Haymarket, Bristow, Buckland, Vint Hill, Gainesville, Manassas, Manassas Park, Middleburg, Upperville, Aldie and surrounding towns.

Some securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TFB Wealth Management Services is a trade name of The Fauquier Bank. Infinex and the Bank are not affiliated.

BrokerCheck by FINRA

NOT FDIC Insured

May Lose Value

No State or Bank Guarantee

Not A Deposit

Not Insured by Any Federal Government Agency

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