Since 2011, Core Advisory, LLC dba Core Fiduciary Advisors has been dedicated to providing clients in Alexandria, Virginia with strategic guidance in building, protecting, and transferring wealth. As a Registered Investment Advisory (RIA) firm, their sole commitment is to their clients. They prioritize personalized financial solutions tailored to individual needs, ensuring that every client receives the most suitable financial planning strategies for their unique circumstances.

Independent and Objective Financial Guidance

As a fee-based financial planning firm, Core Fiduciary Advisors remains completely independent—free from affiliations with any investment firms or insurance companies. This independence allows them to provide honest, objective, and unbiased financial advice. Their team of fiduciary advisors and Certified Financial Planners (CFP®) upholds the highest standard of care, always acting in the best interests of their clients.

Fiduciary Commitment and Expertise

As fiduciaries, they are legally bound to uphold trust, integrity, and transparency in all client relationships. Their role extends beyond financial guidance—they serve as dedicated partners in their clients' financial well-being. Each advisor at Core Fiduciary Advisors adheres to the Certified Financial Planner Board of Standards, ensuring that clients benefit from comprehensive, ethical, and informed financial planning.

Client-Centered Portfolio and Financial Planning Reviews

Client accounts are regularly reviewed in alignment with their investment policy statements. These periodic reviews—conducted upon receipt of client statements either monthly or quarterly—offer clear insights into portfolio performance, including holdings, cost basis, gains, and asset allocations.

For financial planning accounts, annual reviews are conducted to reassess goals, update strategies, and ensure continued alignment with each client's evolving financial objectives. Their structured approach guarantees that clients receive proactive and adaptive financial planning to help them navigate life's changing financial landscape.

Your Trusted Financial Partner in Virginia

At Core Fiduciary Advisors, their mission is simple: to provide trusted, fiduciary-driven financial guidance that empowers clients to secure their financial future with confidence.

Contact Joe today to discuss your retirement planning needs in Alexandria, Virginia.

Financial Advisors in Alexandria

Joe Bonaccorsy, CFP®