Dellinger Wealth Management

Dellinger Wealth Management is a wealth management firm in Sterling, VA, located at 719 Pine St. It holds a rating of 5.00 based on 6 reviews.

The firm is a family-run investment practice with more than 75 years of combined experience in the investment industry. Its focus is educating clients to help them make better decisions and reach financial goals, including planning for college, retirement, or returns on life experiences. The team provides highly personalized service designed to foster financial stability and long-term security. Advisors take a hands-on approach, combining deep expertise with genuine care to help clients turn goals into reality.

Tom is a Northern Virginia native raised in Vienna, a graduate of Oakton High School and American University with a double major in finance and marketing. He began his career in financial services in 1979 and serves clients through Osaic Wealth, Inc. His approach blends long-term, value-based investing with a strong emphasis on estate planning and long-term care. Thomas works from the firm's historic office in Herndon and resides in Great Falls with his wife Naomi and their two dogs. He is a devoted grandfather to Adrian, Elle, and Michael.

Kate is a seasoned financial advisor with over 20 years of experience, dedicated since 2006 to helping clients build and preserve wealth. Based in Great Falls, Virginia, she collaborates closely with Tom, bringing a strong commitment to client success and a passion for investment research. Her specialties include portfolio management, retirement planning, and wealth preservation. As a mother of three, Adrian, Elle, and Michael, she balances professional insight with an understanding of planning for families.

Kiri is a Northern Virginia native and George Mason University graduate (Class of 2010) who has been with Dellinger Wealth Management since 2012. She earned her Series 7 and Series 66 licenses in 2021, expanding her role to include client service and regulatory compliance. Outside of work, she enjoys spending time with family and helps manage a family-owned cattle ranch in Northern Nevada.

Securities and investment advisory services are offered through Osaic Wealth, Inc., a member FINRA/SIPC. Osaic Wealth is separately owned from other entities and marketing names referenced.

Dellinger Wealth Management brings its family-run expertise and educational focus to Sterling, VA.

Dellinger Wealth Management achieves a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so the firm is found by AI assistants. The business also earns a Technical score of 96 out of 100, confirming its website is secure and readable by search engines without errors. Additionally, the firm ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Sterling.