Fairfax, VA logo

Fairfax, VA Office

Team
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Aspect Partners, LLC logo

Aspect Partners, LLC

Team

Firm-wide stats for Aspect Partners, LLC

Total advisors

5

Across 2 offices

Clients per advisor

56 Typical

Avg AUM per client

$1,417,295 High

HNW client ratio

45% High

About

Aspect Partners works with a broad mix of clients — individuals (both non‑HNW and high‑net‑worth), trusts, estates, nonprofit organizations, pension and profit‑sharing plans, corporations and other businesses — and the brochure explicitly notes work for insurance company clients, a client type that is uncommon among similar team firms. The firm provides asset management, comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, and assistance selecting and monitoring third‑party money managers.

Portfolios are tailored to clients’ objectives and are continuously monitored and rebalanced; investments may include individual stocks and bonds, ETFs, mutual funds, options, hedging and leveraged strategies, and the firm may engage sub‑advisors to implement strategies. Aspect describes the use of quantitative and technical analysis in its process, conducts ongoing due diligence of third‑party managers, and discloses that some service providers incorporate artificial‑intelligence and machine‑learning components subject to periodic vendor reviews.

Distinctive features in the brochure include the firm’s explicit servicing of insurance company clients and that its representatives are also registered representatives and licensed insurance agents, arrangements that can involve commissionable securities sales and are disclosed as potential conflicts of interest. The firm also emphasizes retirement plan consulting with ERISA fiduciary acknowledgements, use of third‑party estate‑planning software (including document execution support), and a compact advisory team managing approximately $418 million for about 280 clients.

Based on Aspect Partners, LLC

Expertise

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Aspect Partners, LLC

Occupation focus

Founder/Business Owner Executive

Based on Aspect Partners, LLC

Location

2677 Prosperity Ave, Suite 380

Fairfax VA 22031

Advisors at this office

4

Advisors at this office

user avatar

Benjamin S

Series 63, Series 65, Series 66

Fairfax, VA

Aspect Partners, LLC

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

John S

Series 66

Fairfax, VA

Aspect Partners, LLC

John Shanley is a financial advisor at Aspect Partners, LLC with four years of industry experience. He holds the Series 66 designation and has worked in private client services and wealth management roles since 2021. Outside of advising, Shanley is an investor in a software company focused on website content monetization. Aspect Partners serves a diverse client base, including individuals, trusts, nonprofit organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs quantitative and technical analysis, uses various investment vehicles, and engages third-party managers, including some who utilize artificial intelligence and machine learning.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Lindsey V

Series 66

Fairfax, VA

Aspect Partners, LLC

Lindsey Vardi is a financial advisor with Aspect Partners, LLC, holding a Series 66 license and 16 years of industry experience. Her prior roles include positions at Private Client Services, Almanack Investment Partners, Lincoln Financial Advisors Corporation, Wells Fargo Advisors, Osaic FA, Inc., and Wilbanks Securities Advisory. She is also a notary and performs client document notarizations as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, nonprofits, pension plans, and corporations, with a noted focus on insurance company clients. The firm offers asset and portfolio management, financial planning, retirement plan consulting, and third-party manager oversight, using quantitative and technical analysis alongside AI and machine-learning supported providers.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Bard M

CFP®, Series 63, Series 65

Fairfax, VA

Aspect Partners, LLC

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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