By Brian Bloxom, ChFEBCSM
What truly matters most in your life? You might quickly mention family, health, or a sense of purpose. While money may not be at the top of your list, its significance shouldn’t be overlooked; after all, it influences every aspect of your life and provides stability that can enhance what you cherish most.
Given its broad impact, money management can often lead to stress and anxiety. This is where a financial advisor serves as an invaluable resource, as they offer objective guidance and while building a lasting relationship.
But how do you find a trustworthy advisor you’ll want to work with long-term? At Sentinel Wealth Partners, we recognize that this process can feel daunting and overwhelming. Entrusting someone with your hard-earned money is a big decision. We are honored to support the growing number of families and individuals who choose to include us in their financial journey.
We highly value our clients and appreciate the chance to serve the important people in their lives as well. We welcome the opportunity to connect with new clients who may benefit from our services. Your referrals mean the world to us and are essential to our continued growth.
The Sentinel Wealth Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two clients will be exactly the same, and neither will their financial needs. That’s why we create a plan focused on your unique financial goals. We take the time to outline a customized strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
At Sentinel Wealth Partners we strive to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve, specifically successful individuals looking for guidance on how to maximize their long-term finances. This includes retirees, pre-retirees, and anyone with complex retirement plans like company plans or federal benefits plans. Delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important.
Do You Have a Friend or Family Member Who Could Benefit from Our Services?
We’re here to simplify the complexities of finance and connect your life to your financial goals—allowing you to enjoy greater peace, clarity, and lasting stability. Our mission is to alleviate some of your financial burdens while also extending that same level of personalized attention and care to your loved ones. If you know anyone who has questions or could use unbiased advice, remember, we’re always available to help.
If you’re a client who has appreciated working with us, we encourage you to refer a friend, colleague, or family member who might benefit from our services. Feel free to share this article with them, and if they’re interested in collaborating with us, they can reach out to us today by calling our office at 703-832-0164, sending an email to [email protected], or using our online calendar.
About Brian
Brian Bloxom is an Independent Financial Advisor, Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) and Chartered Retirement Planning Counselor℠, CRPC® professional with 25 years of experience in financial advising. He founded Sentinel Wealth Partners to serve retirees, individuals approaching retirement, and individuals managing complex retirement plans such as company plans or federal benefits plans. His expertise and dedication to helping his clients achieve their goals make him a trusted resource that will help you feel confident in your customized retirement plan. Brian’s mission is to be available to his clients—all the time. He’s here to solve your problems, relieve your anxiety, and give you optimism for retirement. Because ultimately, your retirement should be about well-deserved enjoyment, and not about stress or anxiety. When he’s not working, you can find Brian spending time with his wife, Jessica, and their two sons, Spencer and Preston. He enjoys coaching soccer, serving in his community, golfing, and relaxing at his vacation home at Lake Anna, VA. To learn more about Brian, connect with him on LinkedIn.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Sentinel Wealth Partners and Cambridge are not affiliated. Sentinel Wealth Partners is not engaged in the securities business. Cambridge does not offer tax or legal advice.