Sanchez & Zures

Sanchez & Zures

Sanchez & Zures opened in 2006 and operates from Tysons Boulevard in McLean, Virginia. Paul G. Sanchez is the named principal, holding both Certified Financial Planner and Certified Public Accountant designations. The firm serves individuals and high-net-worth clients without taking commissions, an intentional structural choice to align its economics solely with client fees. The practice combines three disciplines into a single advisory relationship: financial planning, discretionary portfolio management, and tax preparation. Sanchez & Zures does not publish a dedicated strategy report, but its tax-preparation arm grants an unusual window into a client's full balance sheet, which the firm claims allows more precise asset-location and drawdown strategies than a planning-only shop can deliver. The firm's commentary has appeared in the Wall Street Journal, Bloomberg, the Washington Post, and the New York Times, providing a secondary, public signal of its thinking on market conditions. Sanchez & Zures has not publicly disclosed assets under management or headcount. Its dual CFP/CPA structure is uncommon in the RIA space, where most firms either outsource tax work or operate without it, making the integrated model a genuine differentiator for families with complex tax profiles. The firm has not announced new funds, acquisitions, or adjacent vehicles. The practice's structural edge rests on what it avoids: commissions and siloed advice. By running planning, investment management, and tax preparation as a single fee-only engagement, the firm eliminates the handoffs that fragment most advisory relationships. The approach does not scale easily, but for a subset of high-net-worth families in the DC metro area, it removes the friction of multi-vendor coordination.