facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Expertise. Commitment. Integrity.

What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today. 

Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business. Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

With over two decades of experience in the financial services industry, what we have always done best is LISTEN to our clients.

Edward C. Skelly, CLU, ChFC, RICP, RFC Photo
Read Bio

Edward C. Skelly, CLU, ChFC, RICP, RFC

President / Founder


With over two decades of experience in the financial services industry, Ed has been providing financial planning services to residents of the Northern Virginia area since 1990. Since 1995, Ed has expanded his practice across the country with clients in Florida, Georgia, South Carolina, North Carolina, California, New York, New Jersey, Maryland, Virginia, Pennsylvania, and Texas.  Many of his clients have experienced major life changes including retirement, sale of a business, inheritance, divorce or the loss of a spouse or loved one.

Born in Kingston, NY and raised in Catskill, NY, Ed has been a resident of Ashburn, Virginia since 1991. When he’s not in the office, Ed enjoys spending time with his wife, Amy and their three beautiful children, Ryan, Lauren and Courtney. Ed is a graduate of the Culinary Institute with an Associate Degree in Culinary Arts in 1984, advancing to obtain his Bachelor of Science Degree in Hospitality Management at Florida International University in 1986. Ed personally values education as a way to promote professional excellence and looks for avenues to help others achieve and learn.


Professional Memberships & Accreditations

  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® designation (ChFC®)
  • Retirement Income Certified Professional (RICP®)
  • Registered Financial Consultant designation (RFC®)
  • Society of Financial Service Professionals, Washington, DC Chapter | Member
  • Leaders Club of Washington (Served as President in 1998)
  • Million Dollar Round Table | Member & Committee Volunteer

Michael N. Bui Photo Michael N. Bui Hover Photo
Read Bio

Michael N. Bui

Director of Operations / Partner


Michael has over 10 years of experience in the Financial Services industry. He oversees the management of office and business technology operations, and provides support in the development and implementation of financial plans, wealth management, and legacy planning for the firm. He is also responsible for insurance operations and various levels of investment analysis and service. Michael is a Registered Representative of Valmark Securities Inc., a member of Financial Industry Regulatory Authority (“FINRA”) and holds a Series 7 & 66 registration as well as Life, Health, and Variable insurance licenses. Michael began his professional career in 2005 amassing a wealth of experience with positions held at Ferris, Baker Watts, Inc., New York Life Insurance Company, and Wachovia Securities. In 2009, he joined Sterling Financial Partners as the Operations Manager, became the Director of Operations in 2011, and a Partner in 2017. Michael resides in Bristow, VA with his wife, Tamara, son, Logan, and daughter, McKenna.