top of page

Holistic Wealth Planning
for Families

Florin Group is an independently owned Registered Investment Advisor (RIA) firm based in Northern Virginia, with fiduciary standards and Accredited Investment Fiduciary (AIF®) designation.

We are Guided by Three Principles

Client First

We meet clients where they are and help them build a plan for success

Holistic Planning

We consider all aspects of a client's financial picture 

Harmony

We help clients identify what's missing and guiding them toward a more fulfilling, well-rounded life

Our Mission

To delight and bring peace of mind to our clients by creating a personalized road map to help them grow and manage their wealth. Along with our commitment to our clients, we also fulfill our conviction to give back to the community. 

Who We Serve

We work with individuals and families who value a long-term, multigenerational approach to wealth and seek a trusted partner to help them navigate life's opportunities and transitions.

Multigenerational Families

Pre-Retirees & Retirees

Women Investors

We serve clients in: Northern Virginia, Maryland, Washington D.C., New York, Boston, Orlando, Seattle, Vancouver, Houston, Dallas, Austin, Idaho, California, Pennsylvania, etc.

Image by Zbyněk Skrčený

Featured In

5.0

Google Rating - Based on 27 reviews

Is Florin the Right Fit for You?

Florin Group may be a good fit for you if:

florin_icon_family_future_generations.png

You Value Family and Future Generations

You believe financial planning should consider the people who matter most. Whether you're helping aging parents, preparing for the transfer of wealth, or planning alongside adult children, you value a collaborative approach that supports your family's financial future while respecting each individual's needs and relationships.

florin_icon_holistic_planning.png

You Appreciate Holistic, Personalized Planning

You want more than investment management. You value an advisor who takes the time to understand your broader financial picture and helps coordinate important matters involving taxes, Medicare, estate planning, and other professionals, making complex decisions feel more manageable.

florin_icon_family_future_generations.png

You're Planning for Life's Transitions

You recognize that financial priorities evolve throughout life. Whether you're approaching retirement, adjusting to new family responsibilities, or navigating a significant life change, you appreciate thoughtful guidance that helps you prepare for both immediate decisions and long-term goals.

florin_icon_genuine_connection.png

You Value Genuine Connection and Collaboration

You believe a strong advisory relationship is built on honesty, mutual respect, and open-minded conversations. You appreciate proactive communication, personal attention, and an advisor who celebrates life's milestones with you, making financial planning feel approachable, engaging, and meaningful.

​Florin Group requires a minimum of $1 million in investable assets for new clients

Let's Start the Conversation

Every financial journey is unique. Schedule a complimentary introductory consultation to share your financial goals, family priorities, and what matters most to you. Together, we can explore how Florin Group may support your financial future.

bottom of page