Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We have been chosen by Bloomberg Wealth Manager magazine as one of the country’s top wealth management firms. Our clients include high net worth individuals, businesses and institutions. We exist for one reason: To provide our clients with financial peace of mind.



Hopwood Financial Services, Inc.
10135 Colvin Run Road
Suite 210
Great Falls, VA 22066

Telephone: (703)787-0008
Fax: (703)759-0974
info@hopwoodfinancial.com

Legal Disclaimers

 
 
Comprehensive Wealth Management
 
We serve as your financial quarterback. This entails the dynamic, ever-changing combination of investment management, financial planning and the many essential ingredients that together constitute your financial landscape.
No Conflict of Interest
 
We receive a fee for our services and do not receive commissions, thereby removing potential conflicts of interest. We objectively recommend what we believe is the best solution and have no incentive to push a particular product or service. If you do well, we do well.
Superior Service
 
We strongly believe that the lost art of world-class service is crucial to a successful and continuing relationship. By consistently delivering on our promises, we strive to meet and exceed your expectations.
Risk Conscious
 
While we seek superior returns over time, we also remain very sensitive to your risk tolerance. Whether investment related or a general financial planning issue, our approach is to constantly balance the risk factors involved with the potential rewards.
Expertise
 
We have over 25 years of combined experience in the investment management and financial planning business. Our professional staff includes:
  - Certified Financial Planner practitioner (CFP®)
  - Chartered Financial Analyst charterholder (CFA®)
  - Former adviser at a national brokerage firm
  - SEC-Registered Investment Advisor


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