OUR STORY

Corbett Road was founded in 2002 on the premise that the traditional approach to investing isn’t always the best approach to investing. There are multiple statistics and figures that support several investment styles, but the problem with many of these approaches is that they don’t account for the human element. They don’t account for YOU.

We believe that success and attainment of true wealth aren’t solely determined by whether or not you outperformed the market, your neighbor, or your colleague on a particular day. It’s not determined by your experience in the market, be it positive or negative. Most of the time, it is the culmination of several decisions that you make that have been guided by your attitudes, habits, and natural tendencies. Simply put, it is not numbers (financials) that inhibit one’s success, but their human nature.

We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.

PEOPLE LIKE YOU

We serve clients across the United States and others that have moved abroad. From our main office in the Washington, D.C. area to our office in Los Angeles, CA, we are committed to creating tailored solutions and financial plans for our clients and specialize in serving the ‘working wealthy’.

As a client of ours, you prioritize both the growth and the preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.

We appreciate the opportunity to partner with you and your family.

MEET OUR TEAM

The Corbett Road Team is made up of a diverse group of the best and brightest in the industry. Their number one goal is to help their clients achieve their goals.

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IN THE MEDIA

Investors are Hardwired to Make Poor Decisions

TheStreet

Decisions, decisions, decisions.

John Maynard Keynes said, “It is the state of our own minds that matter the most.” Just as the economy can sometimes behave erratically according to Keynesian economics, so too can the human brain (a phenomenon many of us know all too well). However, gaining a deeper understanding of the mind’s innerworkings can help us override impulsive behavior, consider logic and reason, and ultimately make better informed financial decisions.

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Have bad credit? Here's what you can do to help fix it

Fox Atlanta

It’s no secret that having bad credit can severely hinder one’s financial experience. The worse the credit score, the worse the experience.

“There are no shortcuts to fixing a bad credit score, but like many things, it can be done with hard work and diligence,” said Matthew Gaffey, Certified Financial Planner at Corbett Road Wealth Management, in McLean, Va.

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A matter of degree: With so many options, how can advisors find the best future planners?

FinancialPlanning

Some 50 years after the birth of the independent planning movement, the industry is facing a succession crisis. In a rush to fill soon-to-be empty roles, firms have finally begun to build talent pipelines with colleges and universities. For their part, schools have ramped up their offerings for budding advisors.

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8 Financial Factors to Consider When Choosing a Retirement Location

U.S. News & World Report

Think through the impact a new place will have on your budget before relocating in retirement.

If you’re thinking about moving to a new area to kick-start your retirement, it’s wise to consider the cost involved. Retirement places like perennially popular Florida aren’t always best for your pocketbook.

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5 Financial Steps You Should Take in the Coronavirus Economy, According to Experts

Fox Business

According to the U.S. Bureau of Labor Statistics, the unemployment rate fell to 10.2% in July 2020 as 1.4 million people found work. The report credited improvements in the labor market to Americans who resumed the economic activity they had halted during the pandemic.

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Traders punish Schwab, TD, ETrade for move away from commissions

InvestmentNews

The market sees Schwab’s announcement of commission-free trading as a direct hit to revenues.

While investors and financial advisers using the Charles Schwab brokerage platform might be celebrating Tuesday’s announcement of commission-free trading, the stock market had a different take on the news.

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5 Smart Ways to Help Your Kids Financially––Even If You Don't Have Trump's Wealth

MarketWatch

President Trump’s father reportedly gave him hundreds of millions of dollars, but there are more modest ways to support kids.

Not everyone gets the kind of start in life that was given to President Trump. A New York Times investigation of President Trump’s father’s tax returns revealed the president’s father gave his son at least $413 million over the course of his lifetime.

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Have bad credit? Here's what you can do to help fix it

yahoo!money

Decking the halls comes with a hefty price tag and Americans are still feeling the sting from last year’s holiday tab.

Just under a third of Americans went into credit card debt to celebrate the 2018 holidays, racking up $745 in outstanding balances on average, according to a new survey that Crediful, a personal finance website, shared exclusively with Yahoo Money.

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Should An Investor Stay Away from a Variable Annuity? – 5 Experts Weigh In

SOPHISTICATEDINVESTOR.com

A variable annuity is an annuity contract which allows for the allocation of money held in “subaccounts”. Although tax-deferred, variable annuities do not guarantee a return on the principal. In this article, 5 experts discuss whether or not an investor should stay away from a variable annuity.

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Are you still supporting your college graduate kid? Here's how to wean them off your money

USA Today

Congratulations: Your child is now a college graduate and ready to embark on adulthood. Or is she?

Many parents are helping their adult children pay for everyday expenses, from groceries and cellphone bills to rent and student loans.

In some cases, the support is putting the parents’ financial security at risk.

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