• Steigerwald, Gordon & Koch Wealth Advisors

    • Financial Investment Services
    891-A Harrison Street, S.E.
    Leesburg, VA 20175
    (703) 777-8826
    Hours:
    Monday through Friday: 9am ET through 5pm ET; closed on major holidays

    About Us

    At Steigerwald, Gordon & Koch Wealth Advisors, we offer over 90 years of collective experience working with select clients on all their wealth management needs. We are registered with the SEC and are read more
    • About

      At Steigerwald, Gordon & Koch Wealth Advisors, we offer over 90 years of collective experience working with select clients on all their wealth management needs. We are registered with the SEC and are active members of the community. Using our ''vault'' technology, clients have access to a highly secure website with facilitates communication with us and their team of professional advisors. Our weekly newsletter with commentary keeps clients current on our thoughts on the week's geopolitical news and key economic data. Our quarterly reports provide detailed information on risk and return so clients can track their progress relative to their goals. Core to our personal service philosophy are regular meetings and timely responsiveness. A sampling of our services includes investment management, financial planning and small business planning. We look forward to working with you.

    • Highlights

      • Investment Management: building customized balanced portfolios incorporating a variety of asset classes.
      • Financial planning: including retirement planning, income distribution planning, Roth conversions, long-term care plans
      • Small business planning: for self-employed and corporate clients, we offer retirement plan evaluation & transition plans
      • Wealth management: estate planing and document review, tax consulting and charitable planning
    • Media

    • Directions

      We are conveniently located near the heart of downtown Leesburg. We are accessible via the Greenway or Route 7.


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    • OUR VISIONARY PARTNERS

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