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 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.

Market Commentary - 3/10/2020 - AMJ Financial

Today's Market Commentary: Last week, market volatility reached levels that make many investors uncomfortable.

Coronavirus Disease 2019: Myth vs. Fact

I know people are very worried about Coronavirus. Here was an excellent piece put out by John's Hopkins. While we need to take precautions to avoid areas that the virus is actively spreading, I do think it is important not to panic. Worldwide here are the statistics. COVID-19: Approximately 2,770 deaths reported worldwide; 0 deaths in the U.S., as of Feb. 26, 2020. Flu: 291,000 to 646,000 deaths worldwide; 12,000 to 61,000 deaths in the U.S. per year.
Though COVID-19 is likely to affect more lives before a treatment plan is identified, we need to have some perspective. Take Care and Wash Those Hands!!! To help you better understand what’s happening and cut through the confusion, here are some common myths.

Market Commentary - 1/28/2020 - AMJ Financial

Markets always on the move. Stay informed via our website with today's Market Commentary: Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS), reported WebMD.

[01/23/20]   Live streaming link coming soon for this evenings 2020 Forecast/Understanding the SECURE Act Event...check back for the link around 6:30 pm. Presentation begins between 7:05 pm - 7:15 pm

Market Commentary - 1/21/2020 - AMJ Financial

Stay informed! Read today's Market Commentary: The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by the Senate. The phase-one deal between the United States and China has been analyzed, applauded, disparaged, and questioned. He...

Market Commentary 12/16/19 : AMJ Financial

Some Brexit chatter and who are happiest people in the world? American women age 70 and older! Market Commentary 12/16/19 Posted on: December 16, 2019 So, what comes next? Last week was a good week for investors. Ben Levisohn of Barron’s explained: “The Federal Reserve and European Central Bank both pledged to do what they could to underpin their respective economies. The United Kingdom g...

On Friday, the unemployment report flashed its numbers like a hair model in a shampoo commercial. The Bureau of Labor Statistics reported 266,000 new jobs were created in November. That was better than expected even after deducting the 40,000-plus General Motors employees returning to work, reported CNBC. Read more in our Market Commentary:

Market Commentary – 12/3/19 : AMJ Financial

Market Commentary: shopping & billionaires. All you need to know! Market Commentary – 12/3/19 Posted on: December 3, 2019 It’s a shopping revolution! Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice......

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:

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:

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:

Stay informed! Today's Market Commentary is ready for you on your next coffee break!

Happy Friday from your AMJ Financial Team!

From trade wars to impeachment inquiries, investors had a lot to ponder during the third today's Market Commentary and get some perspective:

Market Commentary – 9/30/19

Stay informed via our website! New Market Commentary just now:

Market Commentary – 9/10/19

This week's Market Commentary:
Thanks for reading! 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:

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.

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:

Market Commentary – 8/13/19

Today's Market Commentary:

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:

Market Commentary also available every week:

We strive to keep you informed! 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.

Video: Polo in the Park 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

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 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!!

Market Commentary 6/24/19

Unusual! Last week's markets all UP! Read more here: 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!

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: 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…

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.... 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.

Infographic: Defense Expenditures Of NATO Countries

Thought this was a thoughtful way to understand the NATO discussions This chart shows military spending of NATO countries and estimated share of GDP in 2017.

IRS, Security Summit Partners warn of new twist on phone scam; crooks direct taxpayers to 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!!!! 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 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. 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 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!

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. 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!

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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




44160 Scholar Plz
Leesburg, VA

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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