4 Best Gold IRA Investment Companies Near Me in Reston, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Reston Wealth Management
ADDRESS: 1984 Isaac Newton Square Unit 107, Reston, VA 20190, United States
NUMBER: +17034812280
SERVICES: Company Retirement Plans, Comprehensive Financial Planning, Estate & Insurance Planning, Financial Assessment, Financial Planning And Investment, Investment Accounts, Investment Advice, Investment Management, Investment Strategies, Money Retirement, Retirement Planning, Tax Planning, Retirement Plans, Social Security & Medicare Strategies,
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been using Reston Wealth Management for over 10 years after my in-laws in Virginia recommended them. Even though we live in California, we love working with Alex and the team – we feel completely supported. Alex is amazing! He can go toe-to-toe with my husband on financial history, trends, and complex situations. I like that Alex and team are transparent, honest, have a speedy response, and incredibly thorough (they have corrected our different CPAs a few times). They have helped us with tax planning, getting the right insurance, estate strategy, and retirement prep. It’s such a relief to have a clear, confident view of our financial outlook. I highly recommend them – we are a customer for life! – Maribel Mullins
REVIEW #2 – Reston Wealth Management is fantastic. Their entire team goes above and beyond traditional financial planning, truly treating clients like family. I’ve worked closely with Alex Voorhees, and during the untimely passing of my father, he was by far the most helpful, supportive, and knowledgeable professional I encountered while managing the estate. His guidance during such a stressful time meant a great deal to me, and I’m incredibly grateful. Years later, he continues to provide that same high level of care and support. – Brian DAlessandro
REVIEW #3 – Alex V. and his team at Reston Wealth have been amazing to work with. All of my questions are answered with speed, and I am never left feeling like any question is insignificant. Alex is very attentive and explains my portfolio thoroughly. He has great suggestions and is a great person to bounce financial ideas off of. I appreciate him and his team. – Courtney Fiala
REVIEW #4 – The team at Reston Wealth Management has been an invaluable resource for managing our retirement accounts for our entire family. We’ve been working with them since the early 2010s, and I truly don’t think we could have navigated this journey alone. Their guidance has been timely, thoughtful, and empowering, especially as we prepare for retirement. Thanks to their expert advice over the years, we’ve been able to make confident, informed decisions. We’re incredibly grateful for their support and highly recommend their services! – Joe Duarte
REVIEW #5 – Our annual review meeting with Alex Voorhees of Reston Wealth Management was comprehensive and informative. Alex is highly knowledgeable, professional and personal. He knows how to guide us through changing market conditions while staying focused on our long-term retirement goals. Knowing that Alex is managing our portfolio gives us peace of mind. Alex provides his clients with first class financial advice and service. – Joel Cicerrrella
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Covenant Wealth Advisors
ADDRESS: 1768 Business Center Dr Ste 120, Reston, VA 20190, United States
NUMBER: +17039912000
SERVICES: Retirement planning, Tax planning, Investment management, Roth conversion strategies, Retirement cash flow planning, Social security timing strategies, Tax efficient portfolio management, Retirement income planning, Portfolio rebalancing, Asset allocation, Asset location, Financial planning for retirement, Retirement planning for high net worth
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I enjoy coming here to meet with my Financial Advisor Adam who has been a trusted source of information, advice, options available to me and always wants to hear what I think. The spacious meeting room and privacy are prized by me.
I never feel pressured to make decisions rashly, and this is due to there being ample time to change direction. The focus on my opinion means a lot to me, makes me feel I can trust Adam and others in the office including Matt and Marleigh. I have been coming here for over a decade. I like that familiar and warm feeling of satisfaction with the service I receive consistently. I recommend highly Covenant Wealth Advisors of Reston if you are seeking a trustworthy and very reasonable Financial Advisor. – Kristine Beaman
REVIEW #2 – I’ve been working with my team for over two decades starting with establishment of long term care and migrating into full blown wealth management (retirement investments, estate planning, etc.). They have been forward leaning and especially helpful as we transitioned from full time work to full time retirement. Frequent check ins keeps everyone aligned in the ever changing environment. Highly recommend Covenant Wealth Advisors, especially my CWA team! – Paul Cruz
REVIEW #3 – We can’t say enough positive things about this organization. We work with Adam Smith and Matt Brennan and they are tremendous. First and foremost we trust their judgment, and second, we trust that they are focused on our interests. Also, they are accessible. We meet with them quarterly and always take away a great confidence in how they are managing our fiscal resources. Additionally, between these meetings, they field calls and emails, and are always responsive. Our only regret is that we wish we started working with them 30 years ago. – Bill Mills
REVIEW #4 – We’ve been working with their Reston team—Matt, Adam, and Marleigh—and it’s been a great experience. They’re well-informed, insightful, and incredibly easy to talk to. Using a robust mix of analytical tools and visual aids, they clearly present options, trade-offs, and implications. Their guidance has consistently helped us make confident, well-informed decisions. – M Rowland
REVIEW #5 – Earlier this year, I began trusting Matt and Adam with my financial future and I have nothing but positive accolades to share. They exude honesty and integrity. They have deep market knowledge and significant experience in various economic cycles. No question is too ‘dumb’ and they take the time to make sure you are comfortable with and understand the plan. They treat you like family. – Megan Ryan
Clark & Associates, Inc. Financial Solutions
ADDRESS: 1984 Isaac Newton Square W Ste 203, Reston, VA 20190, United States
NUMBER: +17037960957
SERVICES: Retirement Planning, Retirement Income Planning, Lifetime Retirement Income Planning, Tax-Efficient Retirement Strategies, Retirement Asset Preservation Planning, Conservative Investment Planning, Wealth Management, Comprehensive Financial Planning, Investment Management, Portfolio Risk Analysis (RiskAlyze) & Risk Tolerance Planning, Annuity Planning & Income Annuity Strategies, IRA & 401(k) Rollover Planning, Social Security Claiming Strategies
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had such a wonderful experience with Clark & Associates Financial Group. The team is truly top-notch! They are knowledgeable, professional, and genuinely caring. I recently attended their advocate event and had an amazing time; it was incredibly well-organized. You can really tell they go above and beyond for their clients. I would highly recommend Clark & Associates to anyone looking for trustworthy and dedicated financial guidance! – Camryn Scott
REVIEW #2 – We have been with Clark Financial for almost 11 years. My father had been working with the organization for many years prior to that. The whole company is filled with truly caring and knowledgeable people. They make financial planning easy for everyone! I also own a business and they have been amazing financial support for my company as well. If you are even thinking about your financial situation or financial future you need to give Clark Financial a call. They will empower you to understand and take charge of your financial future. HIGHLY RECOMMEND! – Vivian J
REVIEW #3 – Laura, Megan and Daniel and the entire Clark Financial team care about your holistic well being – not just your finances. I have been a client for years and always get great value and communication working with this team. I know I am in excellent hands and never stress about my future. They are always there to guide and support me in every stage of my life – personal and business! I can’t recommend this team enough! – Anthony DeVita
REVIEW #4 – The Clark Team has put us on a great growth trajectory with our investments. The sticks are well balanced and are performing very well during a volatile market. In addition to that staff is very responsive and helpful. They genuinely appreciate their clients. Lastly it is really a Clark Financial family that is made up of the staff and the clients. It is a wonderful investing environment! – Eric Barr
REVIEW #5 – I’ve worked with a few financial advisors over the years, and Megan Clark and her Team at Clark Financial Solutions set the standard for how this work should be done. From day one, nearly six years ago, they’ve combined excellent, detail‑oriented financial guidance with a level of kindness and personal attention that my family and I genuinely value.
What stands out most is how proactive and prepared they are. Before every meeting, they reach out to confirm my questions and priorities so they can come in with the right charts, graphs, and scenarios already built. I walk out of meetings with clear answers, data in front of me, and a concrete plan I understand and am comfortable with.
They are generous with their time, patient in their explanations, and never make me feel rushed or talked down to. I always know what information I need to bring, what we’ll cover, and how each recommendation supports my long‑term goals and my family’s situation. That level of preparation and communication has consistently exceeded my expectations.
If you’re looking for a team that’s not only technically strong on the financial side but also genuinely decent, thoughtful people to work with, I highly recommend Megan and Clark Financial Services. They’ve earned my trust, and I don’t just see them as advisors, but as long‑term partners in my family’s financial life. – Rich Morgan
GuidePoint Financial Planning
ADDRESS: 12110 Sunset Hills Rd, Reston, VA 20190, United States
SERVICES: Complimentary Investment Review, Comprehensive Financial Planning, Employer Sponsored Retirement Plans, Financial Planning & Investment Management, Investment Advisor, Investment Review, Personalized Investment Advice, Retirement Plans, Tax Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I recently wrapped up a comprehensive financial plan with Ryan at Guidepoint, and we are very happy with the results. I appreciated Ryan’s thorough approach to understanding our current financial picture and goals, and his detailed recommendations. He is very easy to work with, and he explains financial terms/concepts in an understandable way. I liked how the meetings were spaced such that we could implement the recommendations and go into our next meeting to discuss any follow ups. Working with Ryan set us on good path, and we’re now more confident about our financial future. I’d definitely recommend him. – Andrew Parrucci
REVIEW #2 – I couldn’t be more pleased with our relationship with GuidePoint Financial Planning. Ryan, is smart, experienced, knowledgeable and brings his expertise of the field – and – he also brings excellent relationship building skills. He listens, counsels, offers options and alternatives, and cares about his clients. I trust him completely. He makes complex concepts easy to understand and I believe my financial choices and future are in excellent shape due to his partnership. Thank you Ryan! – Meeghan De Cagna
REVIEW #3 – I will admit that I was a little nervous going into a Financial Planning advisor as I thought that I had things figured out, but I am so glad that I ended up contacting GuidePoint Financial Planning (Ryan Phillips). From the start, Ryan was personable and was really looking out for me and wanting to provide me with the best financial advice that he could give so that I could put the right foot forward in getting to financial independence. He was open to hearing all points of view and provided valuable feedback each and every time. I highly recommend Ryan, especially if you are in your late 30s and early 40s and are really starting to think about retirement being more and more of a reality. Thank you, Ryan, for all your help! – Chad Wells
REVIEW #4 – Ryan at GuidePoint has been a huge asset to our financial planning. He listens to your concerns, plans and priorities and helps you make informed decisions. Ryan is knowledgable but always willing to look into something to get more information. We always feel he is genuinely interested in what we think and honestly cares about us as people first; not just numbers on a page. Working with Ryan has been a life changer for my family! – Katelyn Cunningham
REVIEW #5 – I wholeheartedly recommend Ryan Phillips and his company, Guide Point Financial Planning, for their exceptional financial planning services. Our experience with Ryan as our financial planner has been nothing short of outstanding, especially in helping us prepare for retirement and set achievable personal financial goals. I have worked with other planners over the years and he by far has been engaged and dedicated to our success. He makes you feel like you are his only client and has walked us through planning and adjusting our goals as needed.
His approach is professional and highly personalized, making us feel genuinely supported and understood. With his guidance, we have been able to set realistic financial objectives that are not only attainable but also ensure a secure financial future for us.
His ability to simplify complex financial concepts and present them in an easily understandable manner has been incredibly helpful for us.
Also, Ryan’s proactive approach in reviewing and adjusting our financial plan to align with changing circumstances and market conditions has given us great confidence and peace of mind. We are truly grateful for his dedication and the personalized service we have received.
If this is long it is because we cannot say enough about how great Ryan is – I confidently recommend Ryan Phillips and Guide Point to anyone seeking a reliable, knowledgeable, and committed financial planning partner. – Sandy Spavone, FCCLA CEO
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