Hopwood Financial Services, Inc.

Hopwood Financial Services, Inc. Hopwood Financial Services is an independent fee-only investment management and financial planning firm.

We have been chosen by Washingtonian magazine as one of the 2021 Top Wealth Management firms in the Washington metropolitan region. Our clients include high net worth individuals, businesses, and institutions. Services:

Investment Management-
This service entails structuring your portfolio and ongoing management of your investments. We work closely with you to develop an investment plan, implemen

t it and regularly keep you informed of your progress. Financial Planning-
This service is the "glue" that holds your entire financial landscape together and is broader than investment management. The financial plan defines where you are, cites your goals and objectives and recommends various steps to reach those goals. Areas of planning may include retirement planning, estate planning, education funding, insurance reviews, tax planning, and investment reviews.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
01/01/2025

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

The truth is a little more complicated with these personal finance idioms.
12/30/2024

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
12/27/2024

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

[Video] Agent Jane Bond wants you to know about the basics of the    .
12/25/2024

[Video] Agent Jane Bond wants you to know about the basics of the .

Agent Jane Bond is on the case, cracking the code on bonds.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
12/23/2024

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

You've allocated your assets; you just may not realize it yet.
12/20/2024

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
12/18/2024

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

How literate are you when it comes to your finances? Brush up with these five basics.
12/16/2024

How literate are you when it comes to your finances? Brush up with these five basics.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
12/13/2024

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
12/11/2024

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How much is enough for your emergency fund?
12/09/2024

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
12/06/2024

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

Every year since 1947, the U.S. President pens an economics textbook.
12/04/2024

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The   you’ve made in your life so far have helped prepare you for the future. We can help, too.
12/02/2024

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

With increasing wealth comes unique financial challenges.
11/29/2024

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Compound interest can dramatically impact the future growth of your assets. Learn more.
11/27/2024

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
11/25/2024

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Address

10740 Parkridge Boulevard, Suite 150
Reston, VA
20191

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We have been chosen by Washingtonian magazine as one of the top wealth management firms in the Washington metropolitan region. Our clients include high net worth individuals, businesses, and institutions. Services: Investment Management- This service entails structuring your portfolio and ongoing management of your investments. We work closely with you to develop and investment plan, implement it and regularly keep you informed of your progress. Financial Planning- This service is the "glue" that holds your entire financial landscape together and is broader than investment management. The financial plan defines where you are, cites your goals and objectives and recommends various steps to reach those goals. Areas of planning may include retirement planning, estate planning, education funding, insurance reviews, tax planning, and investment reviews.