Arlington Wealth Planning (AWP) is a Fee-Only Registered Investment Advisor (RIA) based in Arlington, Virginia. We bring peace of mind to individuals, families, and businesses by helping them to develop a financial plan to achieve their greatest aspirations.
Our focus is on the customer experience. AWP doesn't use pressure sales tactics and we don't push products. We do emphasize planning and explain concepts thoroughly at a pace that works for the customer - so that they build their financial expertise. Financial literacy is important. A well-educated client is one who understands financial concepts, so that we can have more meaningful conversations. If you are not there, we will get you there.
We perform holistic financial planning (as defined by the CFP Board and the Financial Planning Association, FPA) to ensure that all aspects of the client's financial picture are considered.
We have your best interests in mind as a "fee-only" RIA, which means that we are not incentivized to sell particular investments. We charge fees based on the services provided so that we limit conflicts of interest (we also offer tax preparation for a fee).
Thinking back to when I went through my financial planning education - I couldn't help to think that the concepts of financial planning are something that every U.S. Citizen should be exposed to. These concepts are invaluable for every day life and it's hard to believe that we can manage without them. This thought is what drives my need to share it with everyone.
Greg Caramanica, CFP®
Founder and Chief Compliance Officer, Greg Caramanica is a CERTIFIED FINANCIAL PLANNER™ and brings the fundamentals of holistic financial planning to AWP. After over 20 years in the consulting industry, he built the company on a foundation of consulting principles where thorough analysis and communication provide a top-notch customer experience.
Mr. Caramanica holds a Master's Certificate in Financial Planning, a Masters of Business Administration, and a Bachelor of Science in Decision Sciences and Management Information Systems.