Bull Run Financial Group

Bull Run Financial Group

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Bull Run is going digital!

Join us this Thursday for our first of many free educational webinars: The five cornerstones to financial success.

We promise this will be NOTHING like the other webinars you have seen on the market today. Look forward to seeing you there!
So glad to be supporting the Erin Peterson Fund Golf Tournament!
Come hang out with us later this month at the The Winery at Bull Run!
Awesome seeing you all at Haymarket Day!
WOW

Providing independent wealth management solutions to people and businesses. Every client is different. As an independent firm, we understand the importance of identifying your unique goals and objectives, while being able to access a vast number of investment solutions and services to meet those needs.

We offer comprehensive services to address all of your financial needs. For some, those needs may relate to starting a family. For others, those needs may relate to planning for retirement. No matter the point in your life – and your financial objectives – we can provide quality options for you and your loved ones.

Operating as usual

Propel Kids Toward Boundless Opportunities 05/20/2021

Propel Kids Toward Boundless Opportunities

DMV parents & grandparents! A lot of laws and regulations have changed in college & education strategies. Don’t get caught unaware. This fast guide breaks down what you need to know to prepare kids for the future.

Propel Kids Toward Boundless Opportunities 3 time-sensitive strategies to start right now.

Children 0-17? Give Them Boundless Opportunities! 05/13/2021

Children 0-17? Give Them Boundless Opportunities!

Got a future college kid? Future Virginian business owner? Discover what’s critical to launch them in life the right way with this quick read. Have questions already? Call 571-350-9222 to get questions answered in a complimentary 1-on-1 phone appointment.

Children 0-17? Give Them Boundless Opportunities! Propel them into the future. Start right now.

Child with a bright future? FREE Guide. 05/06/2021

Child with a bright future? FREE Guide.

Kids face a lot of challenges getting started these days. This simple guide breaks down what’s critical to get right to help them make the most of their opportunities (whatever their dreams may be). Read it for free now! Want to talk about a child’s plans right now? I save a few appointments each week — grab one by calling 571-350-9222.

Child with a bright future? FREE Guide. The when, why, and how for boundless opportunities.

How Much Do You Really Need to Retire Comfortably? 04/27/2021

How Much Do You Really Need to Retire Comfortably?

How far could a cool million go in retirement in Virginia? Check out this fun interactive map to see some hypothetical calculations of how far $1 million could go in retirement.

How Much Do You Really Need to Retire Comfortably? Plan for the big expenses. Know where nest eggs could last longer.

How Many of These Money Lies Have You Believed? 04/23/2021

How Many of These Money Lies Have You Believed?

Do folks in Virginia lie about money? All the darn time. The biggest ones are the lies we tell ourselves. Fall into any of these traps? Click here to find out.

How Many of These Money Lies Have You Believed? The money lies you believe are costing you. Here's how.

Is $1M Still a Good Retirement Goal? 04/20/2021

Is $1M Still a Good Retirement Goal?

Is $1 million still enough to retire on? It depends! Check out how far a cool million could go in each state in this month’s Visual Insights Newsletter. Click to learn more!

Is $1M Still a Good Retirement Goal? Find out why some say $5M is the new $1M in retirement.

We've All Bought Into One of These Money Lies 04/16/2021

We've All Bought Into One of These Money Lies

Lie about money? Everyone does it to themselves. *I’ll save later* *I can afford this* *I CAN’T afford this*. We’ve all got our favorite money whopper. Click here to explore some of the most common.

We've All Bought Into One of These Money Lies Discover common money lies & the truth behind them.

Where Could a $1M Nest Egg Last the Longest? 04/13/2021

Where Could a $1M Nest Egg Last the Longest?

Friends and clients! $1 million has been a big financial milestone for retirement savings for decades. How far could it actually go in Virginia?

Where Could a $1M Nest Egg Last the Longest? Here's where retirees could live for 40+ years on $1M.

How & Why We Lie to Ourselves About Money 04/09/2021

How & Why We Lie to Ourselves About Money

DMV friends, the biggest lie I ever told myself about money was that I would never help to make it grow! I wish I’d know these things sooner. Check out this month’s Visual Insights Newsletter to learn about some of the damaging (and surprisingly common) lies folks tell themselves about money.

How & Why We Lie to Ourselves About Money Money lies can trick any of us. Here's how.

How Long Could $1M Last in Retirement? 04/06/2021

How Long Could $1M Last in Retirement?

Friends! How far does a cool million go these days? Not as far as it used to. Check out how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter!

How Long Could $1M Last in Retirement? Where could your nest egg last longest?

Money Lies We All Tell Ourselves 04/02/2021

Money Lies We All Tell Ourselves

Everyone lies to themselves about money. Maybe a lot, maybe just a little bit. Explore some of the most common whoppers in this Visual Insights Newsletter.

Money Lies We All Tell Ourselves Which one of these money lies have you believed?

Get a FREE Medicare Optimization Session 03/25/2021

Get a FREE Medicare Optimization Session

Medicare recipient or signing up for the first time? Today’s uncertainty means extra decisions and it’s hard to sort through the options. Don’t go it alone. I’m offering a FREE Medicare Optimization Session. Just click to sign up.

Get a FREE Medicare Optimization Session Not sure about your Medicare? Here's what to do.

FREE GUIDE: Act before April 15 to maximize potential tax savings! 03/23/2021

FREE GUIDE: Act before April 15 to maximize potential tax savings!

April 15 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.

FREE GUIDE: Act before April 15 to maximize potential tax savings! You'll probably pay more in taxes in the future (unless you take action before April 15).

Medicare ABCDF — What? 03/18/2021

Medicare ABCDF — What?

Medicare is changing all the time and making the wrong choice can cost you thousands in penalties or unexpected expenses. What’s worse is that Medicare rules are confusing and much of what’s out there is misleading or just plain wrong. Don’t go it alone. I’m offering a FREE Medicare Optimization Session. Just click to sign up.

Medicare ABCDF — What? Medicare is confusing — get the answers you need 1:1

These may be the lowest tax rates you'll ever see [FREE GUIDE] 03/16/2021

These may be the lowest tax rates you'll ever see [FREE GUIDE]

Virginia taxpayers! Could tax rules change next year? Maybe! Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay while you can. Worried about how you might be impacted and want advice now? Call 571-350-9222 to get your questions answered in a complimentary 1-on-1 phone appointment.

These may be the lowest tax rates you'll ever see [FREE GUIDE] TIME-SENSITIVE: Act now to take full advantage of these potential tax savings.

Not Sure About Your Medicare Choices? 03/11/2021

Not Sure About Your Medicare Choices?

Not sure you’ve got the best Medicare plan for today’s uncertain world? Confused by how opaque the rules are? Get clarity and the steps toward the optimal strategy in a FREE Medicare Optimization Session. Just click to sign up.

Not Sure About Your Medicare Choices? Get a FREE Medicare Optimization Session for answers

TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes. 03/09/2021

TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.

Taxes might be going up under the new administration. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes (in case rules change in 2022). Not sure how your taxes might be impacted and want advice now? I save a few appointments each week — grab one by calling 571-350-9222.

TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes. Some opportunities could result in permanently lowering your taxes for life. Download it here.

Get a FREE Medicare Optimization Session 03/04/2021

Get a FREE Medicare Optimization Session

Virginia Medicare recipients (and anyone signing up soon), making the wrong choices can cost you thousands in unexpected expenses or just paying for things you don’t need. I’m offering a FREE Medicare Optimization Session to help sort through the options. Just click to sign up.

Get a FREE Medicare Optimization Session Medicare is confusing — get the answers you need 1:1

Maximize potential tax savings by taking action before April 15. 03/02/2021

Maximize potential tax savings by taking action before April 15.

Attention Virginia taxpayers! New tax rules could be coming in 2022. Download this FREE guide to take advantage of the current rules and help make sure you’re making the most of these opportunities to lower your taxes before April 15. Worried about what’s going on and want advice now? Call 571-350-9222 to get your questions answered in a complimentary 1-on-1 phone appointment.

Maximize potential tax savings by taking action before April 15. Take full advantage of the latest tax changes to possibly reduce your taxes

Manage Your Company's 401(k)? Costly Threats Revealed 01/28/2021

Manage Your Company's 401(k)? Costly Threats Revealed

Responsible for a business retirement plan? High fees and accidental rule violations are just a couple of the “ugly truths” hiding inside that plan. Find out what they are (and how to shine a light on them) with this quick read. Have questions already? Call 571-350-9222 to get questions answered in a complimentary 1-on-1 phone appointment.

Manage Your Company's 401(k)? Costly Threats Revealed Stop overpaying on fees & patch costly "leaks" FREE PDF

How to Get Past Uncertainty & Make Progress 01/26/2021

How to Get Past Uncertainty & Make Progress

Don’t know what 2021 holds? Take control and set authentic goals anyway. Here’s how.

How to Get Past Uncertainty & Make Progress Find clarity & set better goals in 2021. Here's how!

Managing Your Company's 401(k): Ugly Truth. FREE Guide 01/21/2021

Managing Your Company's 401(k): Ugly Truth. FREE Guide

DMV business leaders! A shocking number of the company 401(k)s I review have a lot of “ugly truths” hiding inside. Don’t get caught unaware by high fees and IRS and DOL regs. This fast guide breaks down what you need to know in a simple read.

Managing Your Company's 401(k): Ugly Truth. FREE Guide Avoid costly IRS and DOL fines from compliance hiccups

Make Progress in Uncertain Times with the Right Goals 01/19/2021

Make Progress in Uncertain Times with the Right Goals

Know what 2021 holds? I don’t. So I’m going to focus on what I can control and own my goals anyway. Check out this month’s Visual Insights Newsletter to set your own powerful goals in 2021.

Make Progress in Uncertain Times with the Right Goals You can stop uncertainty from upsetting your goals

401(k) Hidden Corporate Cost-Savings Opportunities 01/14/2021

401(k) Hidden Corporate Cost-Savings Opportunities

Managing a business retirement plan? Recent IRS and DOL legislation mean some ugly surprises could be lurking behind the walls of the company’s retirement plan. Find out what they are (and how to shine a light on them) with this quick read. Have questions already? Call 571-350-9222 to get questions answered in a complimentary 1-on-1 phone appointment.

401(k) Hidden Corporate Cost-Savings Opportunities TIME-SENSITIVE: 3 costly threats to avoid (FREE GUIDE)

How to Set Goals When You Can't Predict What's Next 01/12/2021

How to Set Goals When You Can't Predict What's Next

We don’t know how 2021 will play out, but that doesn’t mean we can’t set intentions and take ownership of our goals. This month’s Visual Insights Newsletter explores how to set powerful goals when we don’t know what the future holds. Check it out here!

How to Set Goals When You Can't Predict What's Next Set better goals in uncertainty with these principles

financeinsights.net 01/07/2021

Manage the Company 401(k)? The Ugly Truth! FREE Guide

Responsible for a company retirement plan? There’s a lot to consider (and even get wrong if unlucky). This simple guide breaks down the “ugly truth” about what’s hiding inside that 401(k). Read it for free now! Want a second opinion right now? I save a few appointments each week — grab one by calling 571-350-9222.

financeinsights.net Discover 3 costly threats & 2 hidden opportunities

financeinsights.net 01/05/2021

Powerful Goal-Setting Strategies for Uncertain Times

How can we set goals when we don’t know what happens next? Kick off 2021 strong by setting authentic goals amid uncertainty. Learn more here!

financeinsights.net These tactics can transform your goals & your life

financeinsights.net 01/04/2021

What Was the Biggest Lesson You Learned in 2020?

What lessons can we learn from 2020? How can we reflect on a challenging year and use it to power us forward? Use this month’s Visual Insights Newsletter to build a better 2021!

financeinsights.net The lessons of last year can help us do better in 2021.

financeinsights.net 12/31/2020

FREE GUIDE: Act before Dec 31 to maximize potential tax savings!

Dec. 31 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.

financeinsights.net You'll probably pay more in taxes in the future (unless you take action before Dec 31).

financeinsights.net 12/28/2020

The Simple & Life-Changing Lessons of 2020

Virginian friends, 2020 has been a rough year, but we can harness its hard-won lessons to make 2021 (and beyond) even better. This month’s Visual Insights Newsletter is all about using challenging times to make ourselves stronger. Click here to check it out!

financeinsights.net Bring these lessons into 2021 to make life better.

financeinsights.net 12/24/2020

These may be the lowest tax rates you'll ever see [FREE GUIDE]

Virginian taxpayers! Could tax rules change next year? Maybe! Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay while you can. Worried about how you might be impacted and want advice now? Call 571-250-9222 to get your questions answered in a complimentary 1-on-1 phone appointment.

financeinsights.net TIME-SENSITIVE: Act now to take full advantage of these potential tax savings.

financeinsights.net 12/21/2020

Inspiring Lessons We Can All Take Away from 2020

Ever hear the quote *a smooth sea never made a skilled sailor?* I think it’s apt wisdom for these times. How can we use the challenges of 2020 to build ourselves up? By turning them into hard-won lessons. Check out this month’s Visual Insights Newsletter to create your own lessons for 2021.

financeinsights.net Here's how the lessons of 2020 can improve our lives.

financeinsights.net 12/17/2020

TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.

Recent tax regulations could have a major impact on your taxes, especially some 2020 COVID provisions. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes (in case rules changes in 2021). Not sure how your taxes might be impacted and want advice now? I save a few appointments each week — grab one by calling 571-250-9222.

financeinsights.net Some opportunities could result in permanently lowering your taxes for life. Download it here.

financeinsights.net 12/14/2020

7 Things We Can Learn from 2020

What lessons can we take from a challenging year? This month’s Visual Insights Newsletter explores how we can use the obstacles of 2020 to power a better future. Check it out here!

financeinsights.net We can be happier in 2021 with the lessons of 2020.

financeinsights.net 12/10/2020

Maximize potential tax savings by taking action before December 31.

Attention DMV taxpayers! New tax rules could be coming in 2021. Download this FREE guide to take advantage of the current rules and help make sure you’re making the most of these opportunities to lower your taxes before 2020 ends. Worried about what’s going on and want advice now? Call 571-350-9222 to get your questions answered in a complimentary 1-on-1 phone appointment.

financeinsights.net Take full advantage of the latest tax changes to possibly reduce your taxes

Our Story

As a lively team with decades of experience, Bull Run Financial Group offers an innovative and exciting approach to the financial needs of our clients. Our mission is to change the way financial planning has been done for years! We accomplish this by developing strong client relationships through our process, leveraging our resources, and basing every decision on our team’s core values.

Being an independent firm makes us truly special! This means we are not tied down to working with a single company. The ability to pivot between the biggest companies in the business depending on the needs of our clients allows us to make the most efficient recommendations possible.

Whether we are planning for a young professional looking to accumulate savings, a pre-retiree with a family that needs protection, or a retiree seeking various distribution techniques, our resources allow us to create a catered plan for each and every client.

To learn more about Bull Run Financial Group and our team, please visit us at: https://bullrunfinancialgroup.com/.

Videos (show all)

Join us Thursday for our Free Five Cornerstones of Financial Success Webinar
At the Washington Nationals game yesterday?  If so you may have seen something on the jumbotron in the middle of the fif...
1st Annual Giving Day, Hosted By Bull Run Financial Group
Loudoun County Animal Services Ground breaking Ceremony!
Loudoun County Animal Services Ground breaking Ceremony!
What better way to announce our partnership with Su Companero Insurance than at the Maryland Hispanic Business Conferenc...
As a part of our ongoing commitment to educate our community in financial literacy, we will be at the Dulles Expo Center...
Here at Haymarket Day 2017 with #BRFG 's Associate Partner Austin Tuell and Managing Partner Brad Holman Jr.!

Telephone

Address


3949 Pender Drive #200
Fairfax, VA
22030

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 12:00
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