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Reilly Elizabeth Skorupski

Advisor at Meridian Financial Partners LLC — Warrenton, VA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Warrenton, VA 20186

Meridian Financial Partners LLC logo

Meridian Financial Partners LLC

Team

Total advisors

6

Clients per advisor

93 High

Avg AUM per client

$1,071,702 Typical

HNW client ratio

57% Very High

About

Reilly Skorupski is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Meridian, Skorupski worked briefly at Signet Financial Management and has experience in the hospitality sector with Clyde's Restaurant Group and Finnegan's Irish Pub & Grill. Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm emphasizes asset allocation as the primary driver of performance and manages client portfolios on a discretionary basis while integrating financial planning throughout the client relationship.

Client services

Based on Meridian Financial Partners LLC

Financial planning Portfolio management

Expertise

Based on Meridian Financial Partners LLC

Wealth management

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Project-based

$300 per hour for projects outside scope of ongoing financial planning

Other

Account minimum: $250,000 (subject to discretion to waive) Minimum fee: $3,000 minimum annual fee per household

Location

Warrenton, VA

39 South 4th Street

Warrenton VA 20186

Advisors at this office

6

Most active in

Virginia

Work history

< 1 year of industry experience

Meridian Financial Partners

2026 - Present • 1 year

Warrenton, VA

Signet Financial Management, LLC.

2025 - 2025 • 1 year

Sterling, VA

Clyde's Restaurant Group

2024 - 2025 • 1 year

Ashburn, VA

Unemployed

2022 - 2026 • 4 years

Fairfax, VA

Finnegan's Irish Pub & Grill

2022 - 2024 • 2 years

Ashburn, VA

Unemployed

2021 - 2022 • 1 year

Ashburn, VA

Unemployed

2016 - 2021 • 5 years

Ashburn, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David M

Series 65

Nokesville, VA

Splizer Invest

David Martin is a financial advisor at Splizer Invest with two years of industry experience. He holds a Series 65 designation and previously spent ten years with the U.S. Department of State. Martin also serves as a financial advisor and consultant at Federal Solutions Support, LLC. Splizer Invest provides portfolio management and financial planning to both non-high-net-worth and high-net-worth individuals, as well as pension consulting and retirement-plan advisory services to employee benefit plans. The firm employs a technical-based passive investment approach complemented by active strategies and offers both fixed-fee planning and comprehensive ongoing advisory services.

Active portfolio management Options & derivatives strategies Retirement income strategy
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Tihomir Y

Series 65

Marshall, VA

Tobi, Inc.

Tihomir Yankov is a financial advisor at Tobi, Inc. with one year of industry experience. He holds a Series 65 designation and has a legal background, having worked at Buckley LLP and Orrick Herrington & Sutcliffe prior to joining Tobi. Yankov is also a licensed attorney, though he does not offer legal services to his clients. Tobi, Inc. provides an algorithmic subscription platform featuring animated educational videos and account-aggregation dashboards designed to improve investment literacy and assist with retirement, custodial accounts, and debt management. The firm combines model allocations based on modern portfolio theory with discretionary portfolio management and a wrap fee program, serving individual users without account minimums.

Debt management Cash flow / budgeting
user avatar

Jonathan M

Series 65

Gainesville, VA

Castle Hill Capital

Jonathan Maula is a financial advisor at Castle Hill Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Castle Hill Capital since 2016, following a year at Smay Investments Ltd. Castle Hill Capital LLC is an independent, state-registered investment adviser providing discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm also works with employer plan sponsors on participant-directed retirement plan design, monitoring, and education, using a combination of fundamental and technical analysis along with active and passive investment strategies.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Micah C

CFP®, CFA®, Series 65

Marshall, VA

Sound Investment Management Inc

Micah Child is a CFP®, CFA®, and Series 65 credentialed advisor with 19 years of industry experience. He has worked at Sound Investment Management Inc. since 2014 and previously spent nine years at Grange Capital, LLC. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, emphasizing a non-discretionary, team-based approach that combines institutional trading capabilities with personalized client involvement.

Business succession planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)
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Mark C

Series 66

Marshall, VA

Sound Investment Management Inc

Mark Child is a financial advisor at Sound Investment Management Inc with 27 years of industry experience. He holds a Series 66 designation and has been with Sound Investment Management since 1998. The firm serves individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations, managing approximately $243 million across about 131 client relationships. Sound Investment Management emphasizes non-discretionary portfolio management with a multi-advisor team, combining institutional trading and compliance experience with professional credentials in investment analysis and financial planning.

Business succession planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric T

Series 65

Gainesville, VA

Heritage Financial LLC

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Charitable giving & philanthropy Wealth management ESG / Sustainable investing Real estate investing Executive Founder/Business Owner Attorney Educators, Teachers, and Academics Mid-Career Professionals Values-based investing
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