The Team of Robert Reich, Senior Financial Advisor and Sean Fitzpatrick, Financial Advisor

Savvy investors. Trusted financial advice.

Robert Reich and Sean Fitzpatrick

Dedicated to helping high-net worth families maintain their lifestyle, preserve their net-worth and assure their family's legacies, our  team works to deliver a customized process attuned to their client's goals. Robert Reich, Senior Financial Advisor has been nationally recognized.

We follow a consistent method to identify your needs and craft a plan, investment policy, and strategy designed to achieve results. By working with a small and high-quality client base on the full breadth of the balance sheet, we are able to address the big picture and carefully assess opportunities, address problems and pinpoint looming risks.  Our investment process is an institutional model applied to individuals through a high level of care. It is this approach that we hope leads our clients to refer to us as the "CFO" of their lives.

 

Robert Reich's Awards & Recognitions

 

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2016 Barron's Top 1,200 Advisors

Barron's Top 1,200 rankings are based on data provided by thousands of advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.   Investment performance isn't an explicit component.

 

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2015 Financial Times Top 400

Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

 

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Northern Virginia Magazine's Top Financial Professionals 2016

Northern Virginia Magazine's annual Top Financial Professionals is a peer-nominated listing. Those professionals who received the most votes by their peers made it to the list. There is no cost for advisors to participate. The rating is not representative of any one client's experience. Investment performance is not an explicit component.