Business Details
Trusted Fee-Only Financial Planning Services in Leesburg, VA
Established by Dean Knepper, a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER professional with over 30 years of experience, our firm specializes in hourly fee-only financial, tax, and investment planning. We serve clients across Northern Virginia, Frederick and Montgomery Counties in Maryland, and Metro DC, offering unbiased advice tailored to individual needs. Our commitment to a fee-only model ensures recommendations prioritize client interests without conflicts from commissions or product sales.Recognized as a top financial advisor in Loudoun County by Leesburg Today, we provide comprehensive solutions for retirement planning, college savings, insurance analysis, and more. As a NAPFA member, we uphold rigorous standards of objectivity and transparency, delivering personalized strategies to help clients achieve their financial goals.
Services
Financial Planning
Tax Preparation
Investment Advice
College Savings Plans
Retirement Planning
Insurance Analysis
Highlights and features
- We offer 30+ years of experience in fee-only financial planning.
- Our recommendations are free from commissions, sales quotas, or product incentives.
- We serve clients of all income levels with no minimum investment requirements.
- Our team includes a CERTIFIED FINANCIAL PLANNER professional and CPA.
- We provide personalized solutions for retirement, college savings, and tax planning.
Associations and certifications
- CPA
- CFP Board of Standards
- NAPFA
Services
Financial Planning
We develop customized financial plans addressing retirement, education savings, and life goals. Our fee-only approach ensures recommendations focus solely on client needs without product-driven incentives. Clients receive detailed implementation guidance for long-term financial security.
Tax Preparation
Our CPA-led tax services optimize returns while ensuring compliance. We specialize in complex scenarios involving investment accounts, retirement plans, and business owner tax strategies. Proactive tax planning helps maximize net income across all income levels.
Investment Advice
We provide objective investment guidance for mutual funds, bonds, and retirement accounts. Our advice focuses on risk management and long-term growth aligned with individual financial goals. No proprietary products influence our recommendations.
College Savings Plans
Specialized planning for 529 plans and Coverdell accounts ensures efficient college funding strategies. We help families balance education savings with other financial priorities through hourly fee consultations.
Retirement Planning
We create personalized retirement roadmaps considering Social Security optimization, pension options, and withdrawal strategies. Our plans address tax implications and healthcare costs to support comfortable retirement lifestyles.
People
Dean Knepper
President
Dean Knepper is a CPA and CERTIFIED FINANCIAL PLANNER professional with over 30 years of experience. Recognized as a top advisor in Loudoun County, he specializes in fee-only financial planning for retirement, taxes, and investments.
Questions
What services do you offer?
We provide hourly fee-only financial planning, tax preparation, investment advice, college savings plans, and retirement planning tailored to individual client needs.
Are you a fee-only advisor?
Yes, we are compensated solely through hourly fees with no commissions, sales quotas, or product incentives influencing our recommendations.
Do you have minimum investment requirements?
No, we serve clients of all income levels with no minimum investment or net worth requirements for our services.
What credentials do you hold?
Our lead advisor holds CPA and CFP certifications and is a NAPFA member, adhering to strict standards of ethical conduct and continuing education.
How are you compensated?
Clients pay only for the time spent evaluating their financial situation and providing specific recommendations through hourly consultations.
Reviews (1)
Joe Rinaldis
Aug 18, 2019
Report
Trustworthy-honest We have been doing business with Dean for a few years now, all positive experiences. Strongly recommend Lifetime.
