As of today, there are no changes to current TFB Wealth Management accounts.
To access TFB WM Trust, please click here.
To access TFB WM Brokerage, please click here.
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The TFB Wealth Management Team are experienced specialists in Investment Management, Retirement and Financial Planning, as well as Trust and Estate Administration. “Wealth Management” defines our goal of delivering products and services that offer valuable resources to everyone with a desire to build financial security.
When it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement, Brokerage and Insurance Services (through LPL), clients choose TFB Wealth Management professionals to manage their financial needs. We have the history, resources, and a large team of certified financial advisors with years of wealth management experience to help you plan for financial success.
Our Wealth Management Team proudly assists individuals, businesses and non-profit organizations located in the counties of Fauquier and Prince William to work towards their financial objectives using a disciplined team approach.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Virginia National Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of Virginia National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Virginia National Bank or TFB Wealth Management. The LPL Financial registered representatives 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 form any other resident of any other state. Securities and insurance offered through LPL or its affiliates are: