Team Photo 10.19.JPG

Our philosophy is conservative and long-term, with an emphasis on wealth accumulation, preservation, 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.

To maintain our preferred client service, we welcome relationships with a minimum of $1,000,000 of investable assets.

Recent Professional Recognition

Baron's Top 1000 Advisors and 3rd in Virginia
2015, 2016, 2017, 2018, 2019, 2020, 2021 — Barron's ranked Tristan Caudron 3rd in the Commonwealth of Virginia in 2021.  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.
Forbes Magazine Top Wealth Advisors
2021 — Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors.
Forbes Magazine Best-in-State Wealth Advisors
2017, 2018, 2019, 2020, 2021 — Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors.
Forbes America's Top Women Wealth Advisors
2020 - Forbes Magazine named Laurie Blackburn, one of the Forbes Magazine's top 1000 Women 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.
* The Barron’s Top 1,200 rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

The Forbes Top Women Wealth Advisors 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 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 400 Top Financial Advisers 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.