A Long-Term Partner on Your Financial Journey
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 J.W. Cole, 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.
Jo Powell, MBA, ChFC, CLU
Financial Advisor
703-337-4486
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...