Startups
AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC
Virginia and Maryland, bringing their individual experience and training to the firm. Amid times of market volatility and change, AOG’s team of Certified Financial Planners® and Accredited Investment Fiduciary® maintains a steady hand of guidance and expertise. Managing your finances is a very personal service. The AOG team is committed to being with you every step of the way.
Virginia and Maryland, bringing their individual experience and training to the firm. Amid times of market volatility and change, AOG’s team of Certified Financial Planners® and Accredited Investment Fiduciary® maintains a steady hand of guidance and expertise. Managing your finances is a very personal service. The AOG team is committed to being with you every step of the way.
Overview
Location
United States, Virginia, Reston
Employees
11-50
Phone
+1 703-757-8020
Founded date
1993
Mentions in press and media 8
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| May 30, 2024 | AOG Wealth Management Promotes Aaron Rosen To Chief Investment Officer of AOG Institutional Fund (AOGFX) | Aaron Rosen, CFA I am honored to take on the role of Chief Investment Officer at AOG Institutional Fund.” — Aaron RosenRESTON, VA, USA, May 30, 2024 /EINPresswire.com/ -- AOG Wealth Management, the Advisor for AOG Institutional Fund and a l... |
| Apr 29, 2024 | Senior Wealth Advisor Lydia Gosselin of AOG Wealth Management Receives Her Certified Financial Planner Certification | Lydia Gosselin, CFP RESTON, VA, USA, April 29, 2024 /EINPresswire.com/ -- It is with great pride and joy that we announce that after much hard work and determination, Lydia Gosselin is now a CERTIFIED FINANCIAL PLANNER™. The CFP® program is... |
| May 3, 2023 | Gifts that Keep on Giving - Frederick Baerenz & AOG Partner with United Charitable | RESTON, VIRGINIA, USA, May 3, 2023/EINPresswire.com/ -- For over two decades, AOG Wealth Management has featured charitable giving as an integral part of our financial planning process. We have encouraged those who have financially done wel... |
| Mar 2, 2023 | AOG Institutional Diversified Fund Registration Declared Effective by the Securities and Exchange Commission | Frederick Baerenz, President and CEO AOG Wealth Management Announce that the Fund’s registration statement on Form N-2 was declared effective by the U.S. Securities and Exchange Commission on January 12, 2023. Our team developed the AOGFX F... |
| Feb 23, 2023 | Featured Interview with ADISA: Frederick Baerenz of AOG Wealth Management on Why Allocating to Alts is a Growing Trend | Frederick Baerenz, President and CEO AOG Wealth Management Now, people are more open to looking into it [alternatives] and are beginning to explore the additional asset classes.” — Frederick Baerenz, President & CEO of AOG Wealth Manage... |
| Feb 13, 2023 | Frederick Baerenz and the AOG Wealth Management Team Receive a Huge Welcome to Times Square | Michael, James, Frederick, Lydia & Erin, AOG Wealth Management Team RESTON, VIRGINIA, USA, February 13, 2023 /EINPresswire.com/ -- Frederick Baerenz and AOG Wealth Management, advisor to AOG Institutional Diversified Fund (AOGFX), celeb... |
| Sep 19, 2022 | AOG Wealth Management Announces New Firm Logo Reflecting Company's New Location and Focus | AOG Wealth Management Frederick Baerenz, President and CEO AOG Wealth Management AOG Wealth Management Announces New Firm Logo Reflecting Company's New Location and Consistent Focus on Helping Clients Lead Abundant Lives RESTON, VA, USA, Se... |
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FAQ about AOG Wealth Management
When was AOG Wealth Management founded?
AOG Wealth Management was founded in 1993.
What has the press written about AOG Wealth Management?
Parsers VC has collected 8 articles mentioning AOG Wealth Management, among them “AOG Wealth Management Promotes Aaron Rosen To Chief Investment Officer of AOG Institutional Fund (AOGFX)” (May 30, 2024) and “Senior Wealth Advisor Lydia Gosselin of AOG Wealth Management Receives Her Certified Financial Planner Certification” (Apr 29, 2024).
Is AOG Wealth Management still active?
Yes, AOG Wealth Management is active; its latest activity on Parsers VC dates from Oct 16, 2024.