Octagon Financial Services, based in McLean, Virginia, is ranked No. 84 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.3 billion
Accounts Under Management: 461
Years in Business: 41
- Physical offices in Virginia and Ontario
- No minimum asset threshold
Leadership and Contact Information:
Frank Zecca, managing director
Austin Philbin, chief operating officer
Chris Legg, vice president
ofswealth.com
7950 Jones Branch Drive, Suite 700N, McLean, VA 22107
(703) 905-3300
