team photo_003.jpgOur philosophy is conservative and long-term, with an emphasis on the preservation of wealth accumulation, protection and distribution. We believe that investment decisions should be made according to each client's unique financial situation, and we reject the “one size fits all” approach to helping you reach your investment objectives. We seek to provide an individualized level of attention that meets the highest standards of value, management, integrity and costs.  

In short, we strive to become your lifelong financial advisors based on a foundation of trust. We seek to help you develop an investment plan that will help you realize your financial dreams — for you, for your loved ones and for future generations.

Recent Professional Recognition

NBC National News and local Fox 5 News on the Hill

Tristan Caudron was interviewed on NBC National News on 10/17/2017 and Fox 5 News on the Hill on 10/22/2017.

Forbes Magazine America's Top Wealth Advisors

2017, 2018, 2019 — Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors. 

The Financial Times Top 400 Advisors in the US

2017, 2018, 2019 — Financial Times (the international daily newspaper of business and economic news) named Tristan Caudron, one of the Financial Times top 400 Advisors. 

Barron's Top 1200 Advisors and 4th in the Commonwealth of Virginia

2015, 2016, 2017, 2018, 2019 — Barron's ranked Tristan Caudron 4th in the Commonwealth of Virginia. Since 2014 Barron's has named Tristan to the Top 1000 Advisors in the U.S. and among the top 10 in Virginia each year.

Washingtonian Magazine Top Wealth Advisors

2015, 2016, 2017, 2018 - In its review of financial advisors and wealth managers in the Washington DC area, Washingtonian Magazine recognized Tristan Caudron as one (of only 37) of the top wealth managers associated with banks and brokerage firms. 

Washington Business Journal Washington's Premier Wealth Advisors

In 2012 and 2013 - as published by the Washington Business Journal, the National Association of Board Certified Advisory Practices (NABCAP) announced, after an extensive and detailed evaluation, that the Speck – Caudron Investment Group was named one as one of their top financial advisory practices in the Washington region.
 
To maintain our preferred client service, we welcome relationships with a minimum of $1,000,000 of investable assets.
 
The Forbes America's Top Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components

2015-2019 Barron's Top 1200 Advisors: The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

Washingtonian named Tristan Caudron among top wealth advisors. Washingtonian was provided names of top wealth managers based on assets under management by various institutions.