Profile
First Name
Brian
Last Name
Wobensmith
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2C NOVA
Member Role
Core Member
Member Bio
I am a financial advisor based in Northern Virginia, specializing in comprehensive personal planning for young families and younger professionals. I help them with investments, insurance, and retirement strategies. I am a year and a half into the business and am passionate about building strong, collaborative relationships within the community.
Contact Details
Company Details
Company Name
Bastion Wealth Group
Job Title
Financial Advisor
Street:
11600 Sunrise Valley Drive
City:
Reston
State:
Virginia
Zip code:
20191
About Us
We help young families and professionals in Northern Virginia build strong financial foundations and long-term strategies for growth. Our mission is to understand your unique goals—whether that’s buying a home, starting a family, managing debt, or building wealth—and craft personalized financial plans to match.
Services include investment management, insurance planning, retirement strategies, and ongoing financial guidance. We focus on clarity, education, and a relationship-driven approach to help you make confident decisions as life evolves.
Whether you're navigating your first big financial steps or planning for the future, we're here to guide you every step of the way.
Services include investment management, insurance planning, retirement strategies, and ongoing financial guidance. We focus on clarity, education, and a relationship-driven approach to help you make confident decisions as life evolves.
Whether you're navigating your first big financial steps or planning for the future, we're here to guide you every step of the way.
Services Provided
Comprehensive Financial Planning
Investment Management
Life and Disability Insurance Planning
Retirement Planning
Cash Flow and Budgeting Analysis
Investment Management
Life and Disability Insurance Planning
Retirement Planning
Cash Flow and Budgeting Analysis
Ideal Customers
Our ideal clients are young professionals and growing families who want to make smart financial decisions early in life. They’re often navigating career growth, managing student loans, planning for a home purchase, protecting loved ones, or saving for future goals like education or retirement. They may feel uncertain about where to start or want to ensure they’re building a solid financial foundation.
These clients value relationships, seek education around their financial options, and want a trusted advisor to help simplify the process. They're looking for a proactive partner who takes the time to understand their priorities and helps them build a flexible, personalized financial plan that grows with them.
These clients value relationships, seek education around their financial options, and want a trusted advisor to help simplify the process. They're looking for a proactive partner who takes the time to understand their priorities and helps them build a flexible, personalized financial plan that grows with them.
Employee Count of Clients
1-19
Revenue Size of Clients
$0-$1M