Fairfax, VA Office

Team
Updated today

Client AUM

$14,401,512,676

Clients

6,426

Advisors

3

Of 93 advisors across 33 offices

Location

12701 Fair Lakes Circle, Suite 220

Fairfax VA 22033

Advisors at this office

3

Advisors at this office

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Robert L

PFS™, Series 65

Fairfax, VA

CW Advisors, LLC

Robert Len is a financial advisor with CW Advisors, LLC in Fairfax, VA, holding a PFS™ designation and a Series 65 license. He has 28 years of industry experience, including 16 years at RDL Financial, Inc. dba Wolf Group Capital Advisors prior to joining CW Advisors in 2025. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Cesar O

Series 65

Fairfax, VA

CW Advisors, LLC

Cesar Ortega is a financial advisor at CW Advisors, LLC with a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Kevin O

CFP®, ChFC®, Series 66

Fairfax, VA

CW Advisors, LLC

Kevin Ostergaard is a financial advisor at CW Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. Outside of his advisory role, he manages administrative duties and upkeep for a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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