Reston Wealth Management

Reston Wealth Management

Bob Tucker, CFP, ChFC, CLU, launched the firm in 2003 after operating as an independent advisor since 1995. Based in Reston, Virginia, the practice targets high-net-worth individuals, families, and business owners. Tucker spent more than three decades in the advisory business before bringing on a team that now includes eight professionals, among them three additional wealth advisors — Alex Voorhees, Crystal Matlock, and Chloe Kirwan. The firm delivers integrated wealth management and financial planning across six service lines: investment management, retirement planning, estate and insurance planning, financial planning, tax planning, and business-owner services. Assets are custodied at Fidelity and Charles Schwab, and the firm charges a transparent asset-based fee. The client base is domestic but includes relationships outside the U.S., according to the firm’s own disclosures. The practice does not publish a discrete AUM figure or a deployment track record. Reston Wealth Management operates a single office in Northern Virginia. In addition to the wealth advisors, the team includes an operations manager, an office manager, a project assistant, and an administrative assistant. The firm has not announced recent fund closes, new offices, leadership transitions, or other dated operational events in the last 24 months that could inform current posture. The structural differentiator is its independence. By avoiding bank or broker-dealer ownership and maintaining a fiduciary, fee-only model, the firm can select third-party solutions without institutional conflicts. The succession model is informally anchored by a team of four CFP professionals, though the firm has not publicly outlined a formal continuity plan.