AMJ Financial

AMJ understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams.

AMJ Financial Wealth Management understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams. We pride ourselves on creating strong and caring relationships with our clients. AMJ Financial Wealth Management offers not only our competency, but our independence as financial planners for clients looking to attain their most important financial goals. We focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals looking to attain financial success. The information provided is for informational purposes only, and does not constitute an offer, solicitation or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions and estimates are subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences. This information may not be updated. If you have any questions please visit www.amjfinancial.com or call our office at 800-237-4134. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through AMJ Financial Wealth Management LLC AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC

At AMJ Financial Wealth Management, we take pride in the fact that with us, you’re not a number, or just another client; we treat you like family! That is why we strive to maintain deep, meaningful relationships with all of our clients. AMJ Financial understands that success is different for each person. Donald Trump’s idea of success would probably be very different compared to Mother Teresa’s. For this reason, we take the time to consult with each client individually and plan the best course of action so that you feel comfortable because at AMJ Financial, we want to make Wealth Management Simple.

Mission: AMJ Financial Wealth Management understands that success is as unique as each individual. We strive to understand what success means to you so we can create, implement and monitor an action plan that allows you to create your ideal future.

amjfinancial.com

Market Commentary – 11/5/19

The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song, but the Federal Open Market Committee’s decision was well received. Read today's Market Commentary here: https://www.amjfinancial.com/market-commentary-11-5-19/

amjfinancial.com

So far, 2019 has been a tremendous year for U.S. stocks. Through the end of last week, the Standard & Poor’s 500 Index had gained more than 20 percent year-to-date, the Dow Jones Industrial Index was up more than 15 percent, and the Nasdaq Composite had risen more than 24 percent. Read more via our website: https://www.amjfinancial.com/market-commentary-10-29-19/

amjfinancial.com

Market Commentary – 10/22/19

Last week was like an overstuffed suitcase that busts open on the baggage carousel. A lot was unpacked in a surprising and disorderly fashion. Read this week's Market Commentary: https://www.amjfinancial.com/market-commentary-10-22-19/

amjfinancial.com

Stay informed! Today's Market Commentary is ready for you on your next coffee break! https://www.amjfinancial.com/market-commentary-10-15-19/

Happy Friday from your AMJ Financial Team!

From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter...read today's Market Commentary and get some perspective: https://www.amjfinancial.com/market-commentary-10-8-19/

amjfinancial.com

Market Commentary – 9/30/19

Stay informed via our website! New Market Commentary just now: https://www.amjfinancial.com/market-commentary-9-30-19/

amjfinancial.com

amjfinancial.com

Market Commentary – 9/10/19

This week's Market Commentary: https://www.amjfinancial.com/market-commentary-9-10-19/
Thanks for reading!

amjfinancial.com Remember the movie Groundhog Day? Bill Murray’s character is a crotchety newsman who lives the same day over and over again. After exhausting other options, he chooses self-improvement and eventual…

Keep those markets in perspective! Stay in-the-know via our website's Market Commentary section: https://www.amjfinancial.com/market-commentary-9-3-19/

Your AMJ Team staying on top of "all-things compliance" at the Triad National Conference in DC--to better serve you! L-R: Brett Bender, Angela Bender, Fridtjov Markussen, and Tucker Holt.

amjfinancial.com

www.amjfinancial.com

Congrats to the pros at our firm recently selected as the 2019 Top Financial Professionals by Northern Virginia Magazine! Angela Bender, CFP, & Fridtjov Markussen, CFP, as top Financial Planners, and Brett Bender a top Tax Accountant. Way to go AMJ! Read Angela's interview here: https://www.amjfinancial.com/wp-content/uploads/2019/08/NOVA-MAG-2019-SEP-AMB.pdf

amjfinancial.com

amjfinancial.com

Market Commentary – 8/13/19

Today's Market Commentary:
https://www.amjfinancial.com/market-commentary-8-13-19/

amjfinancial.com

amjfinancial.com

Page not found : AMJ Financial

Americans are passionate about taxes. We have reason to be. In recent years, Americans have spent more on taxes than on food, clothing, and housing combined! Get more insights on tax-advantaged opportunities in this week's blog entry on our website: https://www.amjfinancial.com/life-liberty-tax-advantaged-opportunities/

Market Commentary also available every week: https://www.amjfinancial.com/market-commentary-7-30-19/

We strive to keep you informed!

amjfinancial.com Sorry, Page Not Found. The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Trying searching this website.

loudounnow.com

Video: Polo in the Park

loudounnow.com https://youtu.be/oPn3iGyN9jM Summer Saturday nights are for fun and games at the historic Movern Park estate near Leesburg. It is the three season of the Polo in the Park program. Video by Thomas McKenna

loudounnow.com

Video: Polo in the Park

AMJ Financial Wealth Management is so proud to be associated with this event here in Loudoun! Come out to support Morven Park and keep great family events like these in Loudoun!
#bestpartyinloudoun, #morvenpark

loudounnow.com https://youtu.be/oPn3iGyN9jM Summer Saturday nights are for fun and games at the historic Movern Park estate near Leesburg. It is the three season of the Polo in the Park program. Video by Thomas McKenna

Happy (casual) Friday from your AMJ Team!!

amjfinancial.com

Market Commentary 6/24/19

Unusual! Last week's markets all UP! Read more here: https://www.amjfinancial.com/market-commentary-6-24-19/

amjfinancial.com Everything went up – and that’s unusual. Randall Forsyth of Barron’s explained, “Like our major political parties, the stock and bond markets seem to live in two different worlds these days. The fo…

A big Thank You to Cushman & Wakefield for inviting AMJ to speak at your Women’s Integrated Network luncheon!

amjfinancial.com

Market Commentary – 6/17/19

The Federal Reserve’s Open Market Committee meets Tuesday and Wednesday. Some hope it will decide to lower rates, while others believe a rate cut is unnecessary.

Plus, major U.S. stock indices gained value last week, despite a spate of bad news, but change may be coming.

Read more in today's Market Commentary on our webpage: https://www.amjfinancial.com/market-commentary-6-17-19/

amjfinancial.com Are we on the cusp of change? The United States is doing quite well. Randall Forsyth of Barron’s reported: “…the U.S. economy and stock market both seem to be doing better than OK, thank you, as th…

marketwatch.com

Why the ECB’s surprise policy moves sent shivers through global stock markets

Glad we weren't off guard about the likely path of the ECB's policy. The Forecast seems accurate so far....
https://www.marketwatch.com/story/heres-why-the-ecbs-surprise-policy-move-is-sending-shivers-through-global-stock-markets-2019-03-07

marketwatch.com Mario Draghi has been grumbling about the deleterious side effects of trade tensions and other geopolitical worries for months, but the European Central Bank’s surprise policy moves in the face of a slowing global economy appeared to bring the danger home to investors.

statista.com

Infographic: Defense Expenditures Of NATO Countries

Thought this was a thoughtful way to understand the NATO discussions

statista.com This chart shows military spending of NATO countries and estimated share of GDP in 2017.

irs.gov

IRS, Security Summit Partners warn of new twist on phone scam; crooks direct taxpayers to IRS.gov to “verify” calls | Internal Revenue Service

New Phone Scam that IRS is warning the Public about. I have received 2 of these messages at home. PLEASE call for assistance is you are concerned about IRS calling you!!!!

irs.gov IR-2018-103, April 24, 2018 — The IRS today warned of a new twist on an old phone scam as criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers to trick taxpayers into paying non-existent tax bills.

irs.gov

IRS provides additional day to file and pay for taxpayers through Wednesday, April 18; IRS processing systems back online | Internal Revenue Service

IRS Extends Deadline to 4/18/18 Due to systems issues.

https://www.irs.gov/newsroom/irs-provides-additional-day-to-file-and-pay-for-taxpayers-through-wednesday-april-18-irs-processing-systems-back-online

irs.gov IR-2018-100, April 17, 2018 — The Internal Revenue Service announced today that it is providing taxpayers an additional day to file and pay their taxes following system issues that surfaced early on the April 17 tax deadline.

Community Foundation for Loudoun and Northern Fauquier Counties

This is where AMAZING Happens! Thank you to our sponsors!

Loved this!

Earnings season is wrapping up and the numbers for the S&P 500 are fantastic! With 467/499 companies now reported the Earnings Growth Year Over Year is at 14.6%! Even better the forward guidance is the highest number of companies since 2007!

Look who made a great impression, our very own Laken Adams.

Thank you to everyone that attended the 2018 Economic Outlook presentation this morning. Per usual Andy Bauer did a wonderful job presenting. He was excited to see his favorite "millennial" in the audience!

For a little perspective... The S&P 500 down YTD through 2/8/19 3.46% Process over Emotion.

Wondering why equity markets continue at all time highs? It's simple... the data is good! Producers are selling more, Consumers are happy to buy more, and Small Business is Optimistic about the future. That all makes for a risk on equity environment. Bring on the Santa Clause Rally!!!

[12/07/17]   A day that will live in infamy.....today we remember Pearl Harbor and the lives lost that day.

[11/23/17]   Happy Thanksgiving! We are thankful for our wonderful AMJ Family! What are you thankful for? Leave us a comment down below!

StageCoach Theatre Company

"The Hamilton Murders" will be performed for a SOLD OUT crowd at the StageCoach Theatre in Ashburn today and at 1757 Golf Club tomorrow! There is only one more chance to see it - next Saturday, Nov 11, at the StageCoach Theatre in Ashburn. Get your tickets TODAY! https://stagecoachtc.com/the-hamilton-murders/

taxfoundation.org

Differences Between House & Senate Tax Cuts & Jobs Act Tax Foundation

Many people don't are confused by all the tax proposals, and what this may mean for them. Here is a good list of what the House and Senate must reconcile to get to new tax law.

taxfoundation.org This list, though not exhaustive, catalogues the major differences between the House and Senate version of the Tax Cuts and Jobs Act.

[11/11/17]   It's Veterans Day! From our family to yours we'd like to thank all those who are serving or have served and their families!

[10/31/17]   BOO! Happy Halloween! It is a TREAT to work with you and we are so happy you are a part of our AMJ family!

Think Tech is too expensive? Not for the fundamental price increases expected for the sector!

[10/14/17]   It’s National Dessert Day! What’s your favorite dessert to indulge in? Leave us a comment down below!

[10/09/17]   In 1492 Columbus sailed the ocean blue! Happy Columbus Day!

theguardian.com

Merkel faces tough coalition talks as nationalists enter German parliament

In the German Election Angela Merkel will weakened by the strong Nationalist party showing. We discussed this outcome in July at our #AMJHalftime Event.

theguardian.com German chancellor’s centre-right alliance remains largest force in parliament, as far-right Alternative für Deutschland takes 13% of vote in Sunday’s election

amjfinancial.com

Equifax Information Breach

Clients worried about the Equifax Breech, please watch your email box. We have some ideas for you. You can also log on to http://www.amjfinancial.com/equifax-information-breach/

amjfinancial.com Regarding the recent Equifax Information Breach—Your concerns are definitely our concerns. Below is some helpful information for you as our valued clients and friends. We are working with our bro…

marketwatch.com

Case for Fed interest-rate hike in December helped by latest inflation data

This has been our call since July. Glad to see people are catching up. Might be time to move now since consensus is catching up.

marketwatch.com The case for a Federal Reserve rate hike in December was helped by the firm consumer price print in August.

[09/07/17]   1 Million Dollars Raised for Relief for Hurricane Harvey!!!! Thank you for your participation!!! Let's all keep Florida in our prayers!

American Red Cross | Page Not Found | 404

Hurricane Harvey Donations go twice as far. TD Ameritrade has announced that it will match client donations to the American Red Cross dollar for dollar up to $500,000, doubling the impact of every dollar given. If you would like to make a contribution,* please visit:
https://www.redcross.org/donate/cm/tdameritrade-emp
Thanks for your kindness!

redcross.org

[09/04/17]   It's Labor Day! Have a great day from the team at AMJ! Have a fun and safe holiday!

Regional Manufacturing (Business) still looks strong!

Want your business to be the top-listed Finance Company in Leesburg?

Click here to claim your Sponsored Listing.

Videos (show all)

Talking Taxes with AMJ Financial's President Angela Bender
AMJ Financial's Investment Philosophy with Angela Bender
AMJ Financial FAQ's with President Angela Bender
Financial Family Index CTA with AMJ Financial
AMJ Financial

Location

Telephone

Address


44160 Scholar Plz
Leesburg, VA
20176

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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