A complete list of active advisors currently associated with Preston Wealth Advisors, LLC.
Warmer can help you find a great advisor at Preston Wealth Advisors, LLC. or one who fits your needs even better.
Preston Wealth Advisors manages investment and planning services for individuals and families (including high-net-worth clients), retirement plan sponsors and participants, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, sub-advisory services, ERISA fiduciary services, 1031 like‑kind exchange consulting, and manages pooled vehicles as an investment manager. The firm uses a mix of active and passive strategies and a broad set of model portfolios that combine technical, quantitative, cyclical, and strategic analysis. Its management approach includes market‑timing models and tactical ETF hedge overlays (including inverse funds) delivered through licensed or proprietary trading models, and it relies on third‑party data and automated platforms for participant account management. Preston is also the sponsor and adviser to private pooled vehicles (GovCon Fund, LP and GovCon Fund II, LP) and charges performance‑based fees to qualified investors, which creates potential side‑by‑side conflicts disclosed in its offering materials. The Brochure discloses past regulatory matters the firm resolved, that it publishes hypothetical and historical performance information for its models, and that certain firm principals maintain insurance‑licensing activity and other affiliations that are disclosed and managed.
To learn more about the advisors currently working at Preston Wealth Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reston, VA
| 11
| |
Reston, VA
| 1
| |
Reston, VA
| 20
| |
Reston, VA
| 25
| |
Reston, VA
| 20
|
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