Cooper Jones & McLeland Ltd is an independent, fee-only registered investment advisor (RIA) located in Fairfax, VA. With over 45 years of experience, they have been serving high net worth families across the country, helping them grow and preserve their wealth. Their team of CFP professionals takes a forward-looking approach, utilizing technology to deepen relationships and provide tailored solutions to meet the financial goals of their clients.
Valuing the currency of trust, Cooper Jones & McLeland Ltd believes in clarity and simplicity. They prioritize listening to their clients' needs and goals, balancing competing priorities, and simplifying their financial picture. Through thorough financial planning and investment management, they help their clients identify and meet their goals, providing education on the benefits to their wealth profile.
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