

Financial Advisor
Joe Mjelde
MBA, CEPA®, AAMS®, CRPS™
5268 Lyngate Ct, Burke, VA 22015opens in a new windowAccepting New Clients
Serving clients with $2,000,000
Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Inheritance Guidance
- Charitable Giving
- Estate & Legacy Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Inheritance Guidance
- Charitable Giving
- Estate & Legacy Strategies
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Golfing
- Scuba Diving
- Skiing
- Traveling
- Personal Fitness
Team Members
Samantha JenningsSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(703) 425-3214Fax
(877) 904-6883Office Address
5268 Lyngate CtBurke, VA 22015opens in a new window
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