Three Leaf Financial

Three Leaf Financial Full Service Financial Planner including Investments, Insurance & Planning As a Fiduciary, the firm always serves its clients' best interests.

Established in March 2010, Three Leaf Financial is a financial planning firm provides full-service financial planning to its clients. The firm works one-on-one with clients to create, implement, and manage tailored financial plans that are unique to each client's goals. Three Leaf Financial is built on a life-long relationship model and the ability to make complex ideas easy to understand.

July 2026 Market Review & Commentary — fresh from Three Leaf Financial: A quick 3-minute read on what moved markets in J...
08/10/2026

July 2026 Market Review & Commentary — fresh from Three Leaf Financial: A quick 3-minute read on what moved markets in July, plus personal notes from Derek & Chad about family, college visits, and the summer rhythm that shapes financial decisions. Read the full commentary: https://wix.to/99AmPar

Start being informed. Read the monthly financial market insights of Three Leaf Financial

May 2026 Market Review & Commentary — new on Three Leaf Financial. A brief look at market developments as we move into J...
06/08/2026

May 2026 Market Review & Commentary — new on Three Leaf Financial. A brief look at market developments as we move into June, plus a note of gratitude following Memorial Day. Read the full review: https://wix.to/odj6mME

Start being informed. Read the monthly financial market insights of Three Leaf Financial

Spring signals a shift in the markets — and in routines. Read our March 2026 Market Review & Commentary for a concise br...
04/08/2026

Spring signals a shift in the markets — and in routines. Read our March 2026 Market Review & Commentary for a concise breakdown of recent market moves and what they may mean for your financial plans. Full post: https://wix.to/jcusWqg

Highlights: cherry blossoms, spring trends, and a quick 2-minute read.

Start being informed. Read the monthly financial market insights of Three Leaf Financial

February 2026 Market Review & Commentary — A concise recap covering recent geopolitical events, tax notes, and forward-l...
03/09/2026

February 2026 Market Review & Commentary — A concise recap covering recent geopolitical events, tax notes, and forward-looking insights to help you stay calm amid market noise. Read the full update: https://wix.to/IYZGbeL

Start being informed. Read the monthly financial market insights of Three Leaf Financial

02/20/2026

Paying off your mortgage early sounds like the responsible move. Often, it can be the expensive one.

January 2026 Market Review & Commentary — A quick look at how markets started the year, health and weather notes affecti...
02/08/2026

January 2026 Market Review & Commentary — A quick look at how markets started the year, health and weather notes affecting clients, and what to watch next. Read the full review: https://wix.to/NeqqqJ7

Start being informed. Read the monthly financial market insights of Three Leaf Financial

01/14/2026

Seventy percent of Gen Zers tell surveyors they lose sleep over money. This anxiety has a concrete cause. In 2025, the average credit score for young adults dropped to 676, the steepest decline of any generation.​ Here's advice on how to tackle Gen Zers' 10 most urgent questions.

Happy New Year! 🎆 We hope your holidays were joyful despite any seasonal illnesses. Dive into our December 2025 Market R...
01/11/2026

Happy New Year! 🎆 We hope your holidays were joyful despite any seasonal illnesses. Dive into our December 2025 Market Review and see how the market fared and what to expect for 2026. Read more ➡️ https://wix.to/zN3wTXb

Start being informed. Read the monthly financial market insights of Three Leaf Financial

As November wraps up, our 2025 Market Review highlights a somber tone with the S&P 500 dropping by 5.7% during the month...
12/04/2025

As November wraps up, our 2025 Market Review highlights a somber tone with the S&P 500 dropping by 5.7% during the month from it's October highs. While we enjoyed a wonderful Thanksgiving with friends and family, the markets weren't as joyful. Dive into our detailed insights and reflections on the recent downturn: https://wix.to/I0vAQjP

Start being informed. Read the monthly financial market insights of Three Leaf Financial

Address

10560 Main Street, Suite 214
Fairfax, VA
22030

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

(703) 273-2326

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