McCaffrey Wealth Management is a Virginia-based independent, fee-only registered investment advisor (RIA) firm. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides comprehensive financial planning services, including retirement planning, investment management, tax strategies, estate planning, and insurance analysis, with a mission to help clients achieve financial independence and peace of mind through a long-term, relationship-focused approach.

Founded in

United States