Preston Wealth Advisors, LLC, located in Reston, VA, is a reputable investment advisory firm serving a diverse client base. With over 200 individual clients and an impressive $192,705,000 in assets under management, they have built a strong foundation of trust and expertise in the financial industry. As a small firm with one office, they provide personalized services to meet the unique needs of each client.
Preston Wealth Advisors, LLC offers a comprehensive range of services, including insurance brokerage, ensuring that clients receive comprehensive financial guidance. While their focus is primarily on managing employer funds, they also manage 401K and individual accounts, accounting for less than 30% of their total assets under management. All the assets they handle are under their discretion, allowing for strategic and tailored investment strategies.
The firm's compensation structure is designed to align with client success. They employ various types of fees, including a percentage of assets under management and performance-based fees, reflecting their commitment to delivering value and generating positive outcomes for their clients.
With a total of seven employees, three of whom are dedicated to providing investment advisory services, Preston Wealth Advisors, LLC maintains a favorable ratio of advisors to clients. On average, each investment advisor manages approximately $64,230,000 in assets, in line with industry standards. Notably, the firm boasts a team of experienced professionals, including Andrew Gary, Rena Abdalla, and Gregory Mattingly, who have demonstrated long-standing commitment and expertise in serving their clients' financial needs.
Overall, Preston Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking tailored investment advice and comprehensive wealth management solutions.