Advisors at this firm
Robert T
CFP®, ChFC®, Series 63, Series 65
Reston, VA
Reston Wealth Management
Robert Tucker is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at LPL Financial from 1996 to 2017 before joining Reston Wealth Management in 2009. Outside of advisory work, he has an ownership interest in a franchise business. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutions. The firm offers tailored wealth planning and portfolio management with an emphasis on globally diversified allocations, tax-aware decisions, and the use of low-cost ETFs and mutual funds.
Adam K
Series 66
Reston, VA
Reston Wealth Management
Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.
Alexander V
CFP®, Series 66
Reston, VA
Reston Wealth Management
Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.
Crystal M
Series 65, Series 66
Reston, VA
Reston Wealth Management
Crystal Matlock is a financial advisor at Reston Wealth Management with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Clarendon Wealth Management, Commonwealth Financial Network, and LPL Financial before joining her current firm in 2016. Matlock is also a licensed notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm manages approximately $590 million and focuses on a tailored, long-term investment approach using globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.