service - individuals and families

financial planning

We take a comprehensive approach to financial planning, incorporating a wide range of strategies into a single plan to guide your decision making. Our goal is to provide you with the confidence of knowing all aspects of your financial life are well cared for and working together in pursuit of your goals.

From our position on a “hill,” we start by taking a high-level view of your overall financial picture in order to identify any potential gaps that need to be filled. From there, we dive deep into your accounts, investments, insurance strategies and more to help ensure all aspects of your financial life are working together toward your goals.

We then work with you to develop a custom financial plan to meet your needs and help you remain on track toward your long-term goals. Once your plan is established, we meet with you on a regular basis to make any necessary adjustments and ensure your plan continues to meet the needs of your ever-evolving life.

Based on your specific needs and goals, we incorporate a wide range of financial planning strategies, including:

Retirement Savings And Investing

Retirement Income Planning

Risk Management

Charitable Giving Strategies

College Planning

Healthcare Planning

Investment Management

Large Purchase Planning

ready to get started?

Connect with Cottage Hill Capital

Your Investment Management & Financial Planning Solution.

Are you interested in learning more about how our elevated client experience can help you pursue your goals? We’d love to have a conversation! Please provide your contact information so we can schedule a time to talk

Frequently asked questions

Why did you name your firm Cottage Hill Capital?

A cottage represents a place where friends and family get together, where ideas are shared, and people feel connected. Being situated atop of a hill gives us a clear view to learn from the past, feel present in today, and a good vantage point to plan for the future.

Who will I work with?

CHC works with individuals that are open to sharing their financial lives with us and are looking for a collaborative financial and investment management relationship built on mutual respect. Account size minimums discussed privately.

What percentage of your time is reserved for serving clients?

At CHC we strive to provide an elevated client service model with practical financial advice. Our firm continues to add new tools to enhance our communication with clients about their financial lives. This communication style allows us to connect with each client in a personal way and provide an unmatched level of detailed service.

How do I get started?

CHC would be happy to schedule time for a video conference, in person meeting at our offices in Tysons, VA, or a phone call for an introduction. Everyone has different financial ambitions and a personalized conversation with our team will help you identify and redefine how financial advice impacts your goals.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Contact me

1640 Boro Place, 4th Floor,

Suite 559 McLean, VA 22102

(703) 397-3903

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