Financial Guidance for Real Life
Financial Guidance That Builds Lasting Wealth in Fairfax & Beyond
Incisive Financial Group helps businesses and families across Northern Virginia, D.C., Maryland, and Delaware build stronger financial futures through fiduciary retirement plan consulting and personalized wealth management.
Our Core Services
Retirement Plans, Wealth Management & Strategic Guidance
We offer a comprehensive suite of financial advisory services designed to help businesses, nonprofit organizations, and individuals plan for long-term success. Each pillar connects you to a deeper, service-specific page for more detailed guidance.
Retirement Plans
We help companies design and manage competitive retirement programs — including 401(k), profit-sharing, deferred compensation, and 403(b) plans — with fiduciary oversight and employee education to support long-term savings growth.
Wealth Management
We provide personalized financial planning and investment management that helps individuals and families build clarity, structure, and sustainable long-term growth through disciplined, research-driven strategies.
Who We Are
A Fiduciary Partner Committed to Every Client
For nearly two decades, our team has guided organizations and families with a disciplined, service-driven financial approach. We believe in educating employees, empowering leaders, and creating accessible pathways to meaningful financial success.
- Nearly 20 years of retirement plan and wealth advisory experience
- Recognized as a Top 100 Retirement Plan Advisory Firm nationally
- A mission centered on taking care of people — not just plan sponsors or business owners
Frequently Asked Questions
Answers to Common Questions About IFG
What makes IFG different from other financial advisory firms?
We combine nearly 20 years of experience with a team-based, fiduciary model built around education and transparency. Our firm is centered on wealth creation for employees at every level, not just high-net-worth individuals. This philosophy guides how we design plans, educate participants, and measure success over time. National recognition reinforces the depth of our expertise, while our local, personalized approach ensures every recommendation supports clear, measurable progress toward your goals.
Do you work with both businesses and individuals?
Yes — we provide retirement plan consulting for companies as well as wealth management for individuals and families. Many clients engage us first through their employer-sponsored plan, then continue with us for personal planning and investment support. This creates long-term continuity and alignment across both personal and workplace financial goals. Our advisors tailor each plan to your unique financial needs and future milestones.
How does IFG support employee education for retirement plans?
We offer personalized, accessible financial education sessions that help employees make informed decisions. Our team covers essential topics such as budgeting, saving, and investment fundamentals to build long-term confidence. These sessions are structured to improve plan participation and overall retirement readiness. Over time, this support strengthens workplace culture and enhances retention.
What does “fiduciary” mean for my business or personal finances?
Acting as a fiduciary means we are legally obligated to put your best interests first — always. This commitment guides every aspect of our investment decisions, retirement plan recommendations, and financial planning strategies. You receive transparent, objective advice without hidden agendas or product sales pressure. It also gives you confidence that our success is tied directly to your financial outcomes.
Do you serve clients outside of Fairfax and Northern Virginia?
Yes — we serve employers and employees across the United States. Our team supports organizations and individuals nationwide, bringing a consistent, fiduciary approach regardless of location. This broad reach allows us to combine national-level expertise with thoughtful, personalized guidance tailored to each client’s goals.
