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Helping our clients make smart financial decisions

Financial independence means having the freedom to define your own life—to explore, unencumbered, the many opportunities it offers you and those important to you. You want to be certain you’re making the most of your wealth, but as life gets busier and your financial needs become more complex, it’s difficult to realize those goals on your own. It’s time to bring in a trusted team of wealth management advisors who will work on your behalf to help grow and protect your wealth and guide you in making smart financial decisions.

Sullivan, Bruyette, Speros & Blayney (SBSB) located in Northern Virginia, offers a full range of comprehensive financial planning, portfolio management, fiduciary services, and tax services. You can rely on us for the expertise, objectivity and individual attention you need to pursue your financial goals with confidence.

Whatever your goals, our focus is on helping you achieve them. We will work with you to develop a highly personalized planning and investment strategy that enables you to optimize your opportunities and realize your financial objectives. These strategies provide an essential framework for the accumulation, preservation and distribution of your wealth, helping to ensure that key decisions are consistent with your goals and values.

  • Comprehensive financial planning services that help you define your dreams, develop strategies to realize them, manage your risks and adjust as your life changes.

  • Experience and objectivity in the design, implementation and monitoring of your personal investments, retirement plans, trusts, foundations or endowments.

  • Tax preparation and strategic consulting services provided by our tax experts or in conjunction with your current tax advisor(s).

  • Investment advisory services provided to corporations and not-for-profit organizations related to retirement plans, endowments and reserve funds.

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Sullivan, Bruyette, Speros & Blayney Named to Forbes Top Wealth Managers List

MCLEAN, VA, April 29, 2014 – Sullivan, Bruyette, Speros & Blayney (SBSB), a part of BMO Financial Group, has been named to Forbes “Top 50 Wealth Managers” list. The listing includes the 50 largest registered investment advisors (RIAs) in the U.S.