Three Leaf Financial

Three Leaf Financial is a financial planner in Fairfax, Virginia. The firm provides full-service solutions including investment management, tailored insurance plans, and customized financial planning for individuals, couples, families, endowments, and small businesses. As a licensed fiduciary, the firm focuses on a risk-controlled approach to portfolio design and insurance strategies that address long-term care, survivorship, or extra income. The firm holds a 5.00 rating.

Established in March 2010, Three Leaf Financial operates on a lifelong relationship model intended to make complex financial ideas easy to understand. The firm's approach involves working one-on-one with clients to develop plans based on specific goals, resources, time horizons, and risk tolerances. The advisory team includes Derek N. Sauerwine, who founded the practice to assist clients in making informed decisions, and Partner and Advisor Chad A. Gough, who brings over two decades of experience in financial services.

The office is located on Main Street in Fairfax, situated near Accotink Creek and a short distance from Trinity Christian School - Truro Campus and Truro Preschool and Kindergarten. The location is also about a quarter-mile from the Fairfax County Police Annex and Fairfax County Police Headquarters.

The business maintains well-documented information online and possesses a well-optimized website that is easily read by search engines.

Three Leaf Financial provides dedicated expertise in investments and insurance to help clients navigate their financial journeys in Fairfax.