Hopwood Financial Services, Inc.

Our Story

Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We have been chosen by Washingtonian magazine as one of the top wealth management firms in the Washington metropolitan region. Our clients include high net worth individuals, businesses, and institutions.

Services:

Investment Management-
This service entails structuring your portfolio and ongoing management of your investments. We work closely with you to develop and investment plan, implement it and regularly keep you informed of your progress.

Financial Planning-
This service is the "glue" that holds your entire financial landscape together and is broader than investment management. The financial plan defines where you are, cites your goals and objectives and recommends various steps to reach those goals. Areas of planning may include retirement planning, estate planning, education funding, insurance reviews, tax planning, and investment reviews.