Insight Wealth Management (IWM) believes firmly that the more you know about investing and financial planning, and the better able you are to navigate the maze of credentials touted by the financial services industry, the more likely you will be to chose us.
Please see our pages on "Investing and Financial Planning Workshops" and the "Financial Security and Stewardship" program for information on the live seminars and educational events IWM offers.
Useful Resources for Investors:
CFA Institute Homepage
CFA Institute's information for individual investors and consumers
Certified Financial Planner Board of Standards, Inc.'s page on financial planning and advice for consumers seeking professional assistance
National Association of Personal Financial Advisors (NAPFA) - NAPFA is the professional association representing fee-only, fiduciary advisors and serves as a valuable resource for consumers seeking objective, unbiased information on financial planning and investment management.
Financial Planning Association
FINRA's Investor Information page, including links to important investor education and consumer information
The CFA Society of Washington, DC is the local affiliate society of the CFA Institute and is the leading organization representing investment professionals in the Washington, DC area. IWM President Bob Pugh served two terms as Society President.
Securities and Exchange Commission (SEC) information for individual investors and consumers, including a link to check out investment advisors' records with the SEC.
Virginia Division of Securities and Retail Franchising, responsible for regulating the financial services industry in Virginia, including investment advisors.
Virginia Division of Securities and Retail Franchising, investor education
American Association of Individual Investors (AAII) - AAII is an investor education organization that accepts no advertising to avoid conflicts of interest.
BetterInvesting - BetterInvesting is a non-profit, volunteer based membership organization that teaches individuals to become successful life-long investors.