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  • 6621 Wakefield Drive, Suite 113 Alexandria, VA 22307



Tim Wesling is a Certified Financial Planner™, an Accredited Investment Fiduciary®, a Certified Divorce Financial Analyst™, and a Registered Investment Advisor (see our ADV and Privacy Policy.) Tim holds a Virginia Life and Health Insurance Consultant’s license. Carol May is an Enrolled Agent, a candidate for Certified Financial Planner™, and holds a Virginia Property and Casualty Insurance Consultant’s license.

Professional Memberships

The retainer-based part means clients are charged a flat fee for our services. Many other fee-only planners base their fees on a percentage of the value of the client's accounts they manage--in other words, the more money they watch for you, the more you pay.

While this may seem reasonable, it actually makes little sense at all for you. From another firms’ perspective, if you make more money following their advice, shouldn't they get more money? There are three fallacies with that logic. First, it takes little, if any, more time to set-up and manage a $2,000,000 account than it does to manage a $1,000,000 account.