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Robert T

CFP®, ChFC®, Series 63, Series 65

Reston, VA

Reston Wealth Management

Robert Tucker III is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Reston Wealth Management since 2009, following a 21-year tenure at LPL Financial. Outside of his advisory role, he owns a SweetFrog franchise through a business entity. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and institutional clients. The firm employs a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies, supported by fundamental analysis and institutional research.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Adam K

Series 66

Reston, VA

Reston Wealth Management

Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Alexander V

CFP®, Series 66

Reston, VA

Reston Wealth Management

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Crystal M

Series 65, Series 66

Reston, VA

Reston Wealth Management

Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Reston Wealth Management since 2016, with prior experience at LPL Financial and Ameriprise. Matlock is also a notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various organizations. The firm employs a tailored, long-term investment approach focused on globally diversified portfolios, low-cost ETFs and mutual funds, and tax-aware strategies.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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