17739 Main Street,
We believe in being more than a financial advisor. We build long-term relationships with our clients that are based on trust, integrity, and tailored advice that meets your unique needs. Based in downtown Dumfries, Virginia, we provide the personalized service of a small firm with the knowledge, experience, and support of a large corporation.
Along with our partners at Lincoln Financial Securities and The Carolinas Financial Network, we provide holistic financial plans that look at the bigger picture, not just at investing. We serve clients both locally and in states across the nation, and are a one-stop shop for every financial planning need. From retirement planning and tax strategies to life insurance and investing, Zircon Financial Services has the knowledge, experience, and skills to guide you on your financial journey—no matter where it takes you.
At my core, I am dedicated to helping people pursue their financial goals and lifetime dreams. For more than 23 years, I have been providing sound knowledge and trustworthy advice to the lasting relationships with the clients who have...
Alpha Omega Wealth Partners Elizabeth—or Beth, as she prefers to be called—has been in the financial industry for over 40 years, and is currently the administrative representative for Alpha Omeag Wealth Partners, a...
Alph Omega Wealth Partners- Russell has been in the financial industry for nearly four decades and is currently the managing partner at The Carolinas Financial Network, one of the trusted partners that we work with here at Zircon...
Lincoln Financial Securities Sebastian is a trusted member of our support team at Lincoln Financial Securities, where he is a principal advisor. He’s been in the industry for 15 years, with time spent working for financial giants...
Alpha Omega Wealth Partners Sharon is the Operations Manager at Alph Omega Wealth Partners and one of Zircon Financial Service’s trusted partners. She’s been working in the financial industry for 26 years, and...