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 & Investment Management
- Financial Planning
- College Planning
- Retirement Planning
- Investment Management
- Insurance Plans
Trust & Estate Administration
- Investing
- Settling Estates
- Asset Transfers
- Estate Planning Review
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
- 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:
- it fosters a more productive discussion,
- provides us with the knowledge of how the accounts are titled so we can be mindful of tax implications and
- 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.
News & Events
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 C. Marks, CFP®, CRSP®
Sr. Vice President and
Sr. Trust Officer, TFB
Financial Advisor, Infinex
Wendolyn L. Worley, CTFA®
Vice President and
Trust Officer, TFB
BreeAnn N. Edmonds, CFP®
Vice President and
Trust Officer, 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.
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.
NOT FDIC Insured
May Lose Value
No State or Bank Guarantee
Not A Deposit
Not Insured by Any Federal Government Agency