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Don’t Click “Same As Last Year” During Open Enrollment
Open enrollment, annual giving, and tax withholding requires ongoing planning.
Not Every Shadow Is a Shark: 5 Lessons from Swimming the Catalina Channel
About three hours into my swim, I noticed something below me. A dark shape in the water, moving when I moved, following me. A full moon was shining brightly down on me, and I could see the stars glittering in the night sky as I breathed left and right. I’m six miles...
7 Questions to Ask When Looking For a Financial Planner
Money Is Personal, So Is Financial Planning Money is personal which means there is no universal way to spend, save, and invest. Our opinions today are directly influenced by how we grew up watching and listening to our parents manage money, debt, and other financial...
How Did We Get Here? Mapping The Rising Cost of Life
Understanding inflation and its impact on investing and spending.
A Parent’s Survival Guide to College Applications
User guide to navigating the college application process
What I Learned from Swimming the Length of Lake Tahoe
My Lake Tahoe Length Swim Report
Are We At The Top Of The Market?
How to act through all market cycles
What do you lead with, Tactics or Strategy?
One theme worth revisiting is discussing the difference between tactics and strategy when putting your cash to work. There is no shortage of investment opportunities today, so how can you make better decisions that stick? I believe it begins with understanding the...
How To Buy Stuff And Feel Great About It
Feeling good spending your money
What’s an IPS and How Can It Make You a Better Investor?
Understanding and applying an Investment Policy Statement
What I’m Doing After Filing My Family’s Tax Return
Understanding how taxes influence wealth
5 Things I Learned at Swim Camp
Recently I traveled to La Jolla to take part in my first swim camp. What’s swim camp? It’s a chance to connect with a group of other like-minded swimmers who are interested in growing their swimming experience in open water. No pool time here. All swimming takes place...
NoVa Magazine Top Financial Professional 2024 Winner
NoVa Magazine Top Financial Professional 2025 Winner
NoVa Magazine Top Financial Professional 2026 Winner
Northern Virginia Magazine's Top Financial Professionals 2024, 2025, 2026 winner—surveys were sent to all Northern Virginia financial professionals requesting they recommend other financial professionals whom they would refer to friends and family. Nominations were vetted by the Northern Virginia Magazine team. Winners announced in August of each year. This award is not based on investment performance.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Flowerstone Financial are not affiliated. Cambridge does not offer tax or legal advice.
Cambridge’s Form CRS (Customer Relationship Summary)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Give Ryan a Call: 571-489-7181
Give Taylor a Call: 571-489-7186