Aeon Wealth Management

Aeon Wealth Management is a Wealth Management firm in Sterling, VA. The company guides individuals and families through financial decisions, offering services such as retirement planning, investment management, estate strategy, tax optimization, debt management, education funding and charitable giving. Since its founding in 2008, Aeon has built lifelong partnerships that simplify financial complexity and create clear paths toward clients’ desired futures, serving the Sterling community and surrounding areas.

The firm emphasizes thoughtful planning, disciplined investing and a long‑term advisory partnership rooted in trust. Its process begins with an initial conversation to ensure a good fit, followed by gathering detailed goals, crafting a tailored financial plan and providing ongoing check‑ins and adjustments as life changes. Aeon’s team includes several financial advisors, Tristan Bliesner, Bill Rolser and Kevin Wiley, along with client service and support staff such as Michele Burdette, Claire Schroeder and CPA Peter Gouvis. The company’s name, Latin for “lifetime,” reflects its commitment to being a steady, personal advisor through every stage of life.

Aeon Wealth Management is located on Ridgetop Circle, Suite 175. It sits just a short distance from major thoroughfares, about 0.2 mile from Leesburg Pike and roughly 0.3 mile from Palisade Parkway, George Mason University Loudoun and Cascades Parkway. A nearby clinic, CareNow Urgent Care, is approximately 0.4 mile away, making the office easily reachable for local residents.

By leveraging more than a decade of experience and a client‑focused approach, Aeon Wealth Management delivers personalized financial guidance that helps Sterling families achieve confidence and clarity in their financial lives.