Jeffrey Schatz

CFP®

Alliant Wealth Advisors

Financial Advisor

Jeffrey Schatz

CFP®

Alliant Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Schatz, CFP®

Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide

Jeffrey Schatz is a Prince William, VA fee-only financial planner. Alliant Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Schatz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeff joined Alliant in 2017 and works closely with John to deliver in-depth, highly personalized wealth management services.

His 25 years of business experience includes positions with several respected local wealth management firms, as well as corporate banking and software design. He also spent 8 years mid-career as a full-time at home parent.

Jeff’s draws on his diverse background to help clients identify and pursue their financial goals, and assists us with implementing proven long-term investment strategies.

Jeff is a Certified Financial Planner™ and received an MBA from George Mason University in 1996. He graduated from the University of Mary Washington in 1985.

Jeff was named one of DC's Best Financial Advisors - 2016 by Washingtonian Magazine.

Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors, with whom he is a Certified Advisor.

Jeff lives in Fairfax and enjoys spending time with his partner, Laura, and their Yorkie, Mollie. He is a recent empty nester who sends checks to the University of Vermont, where his son is a freshman. He is an avid and not too shabby tennis player, and enjoys travel, dining out, reading, and trying to keep up with current movies and TV.

Jeffrey Schatz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Alliant Wealth Advisors provides comprehensive, fiduciary wealth management for families and retirement-plan consulting for businesses.

Simplifying Your Financial Path: As an independent, fee-only advisor, Alliant tends to all your financial needs and goals—not just your investments.

True Wealth Management: True wealth management isn’t just an investment portfolio and an off-the-shelf financial plan. It’s a framework for making wise decisions about wealth, one that will empower you to achieve all that is important to you.

Fee-Only: As a Fee-Only firm, we provide our clients with an important assurance that we will act in their best interests and provide holistic wealth management.

Fiduciary: Alliant is among the minority of financial advisor firms that is a true fiduciary, legally bound to put our clients’ interests first at all times. Surprisingly, the majority of financial advisors are not legally bound by this standard, and they face potential conflicts of interest that can pit their interests against those of their clients.

Serving You: At Alliant Wealth Advisors, our clients are a diverse group that shares a common bond. Whether individuals, families or businesses, our clients value working with an expert, trusted advisor who can instill confidence, help turn goals to reality and relieve the burden of work and worry.

Alliant Wealth Advisors was named Small Business of the Year in October 2007 by the Prince William Regional Chamber of Commerce.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jeffrey Schatz

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Office Locations:

  • 4008 Genessee Place
    Suite 201
    Prince William, VA 22192
  • 11921 Freedom Drive
    Two Fountain Square, Suite 550
    Reston, VA 20190

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