Michael is the President and CEO of 1st Portfolio Wealth Advisors. He founded the firm in 2005 to focus on the unique investment needs of affluent business owners, executives and families. Prior to 1st Portfolio Wealth Advisors, Michael was an Organizing Founder of Access National Corporation, a publically traded (ANCX) bank holding company and served as CEO of Access National Mortgage and Senior Vice President of the Bank.  Prior to Access National, Michael served as President and CEO of Financial Security Corporation, a fee-only financial planning firm. 

Michael received his Certified Financial Planner (CFP®) designation in 1992 and is a former chairman of the Financial Planning Association of Washington. In 1989, he received an MBA in Finance from George Washington University and in 1988 his B.A. in Finance from James Madison University.

Areas of Expertise

  • Portfolio management
  • Risk management
  • Retirement income planning
  • Tax planning
  • Estate preservation planning
  • Financing strategies
  • Business exit strategies
  • Investment solutions for corporate executives
  • Stock option planning
  • Corporate retirement plan solutions

Community

Michael sits on several nonprofit boards including Earth Echo International and Brain Injury Services, Inc. He served as a director of Wolf Trap Foundation for the Arts, a trustee for Shenandoah National Park Trust, and the Pentagon Survivors Fund. Michael is an owner of Evo Bistro, a popular restaurant in McLean, VA.

1st Portfolio Wealth Advisors specializes in helping select affluent business owners, executives and families preserve and grow their wealth. Our advisors draw on financial acumen and entrepreneurial expertise to provide comprehensive wealth management and business retirement plan services in a conflict-free environment. Guided by our holistic, goals-based planning process, 1st Portfolio Wealth Connect™, our clients achieve peace of mind and financial independence.

1st Portfolio’s proven investment approach combines long-term growth strategies with powerful short-term strategies to enhance returns and provide additional downside protection in volatile market conditions.

Michael is a member of the College of Business Board of Advisors as well as the Entrepreneurship Advisory Board.

 

 

Founder and CEO, 1st Portfolio Wealth Advisors and 1st Portfolio Lending Corporation

Michael is the President and CEO of 1st Portfolio Wealth Advisors. He founded the firm in 2005 to focus on the unique investment needs of affluent business owners, executives and families. Prior to 1st Portfolio Wealth Advisors, Michael was an Organizing Founder of Access National Corporation, a publically traded (ANCX) bank holding company and served as CEO of Access National Mortgage and Senior Vice President of the Bank.  Prior to Access National, Michael served as President and CEO of Financial Security Corporation, a fee-only financial planning firm. 

Michael received his Certified Financial Planner (CFP®) designation in 1992 and is a former chairman of the Financial Planning Association of Washington. In 1989, he received an MBA in Finance from George Washington University and in 1988 his B.A. in Finance from James Madison University.

Areas of Expertise

  • Portfolio management
  • Risk management
  • Retirement income planning
  • Tax planning
  • Estate preservation planning
  • Financing strategies
  • Business exit strategies
  • Investment solutions for corporate executives
  • Stock option planning
  • Corporate retirement plan solutions

Community

Michael sits on several nonprofit boards including Earth Echo International and Brain Injury Services, Inc. He served as a director of Wolf Trap Foundation for the Arts, a trustee for Shenandoah National Park Trust, and the Pentagon Survivors Fund. Michael is an owner of Evo Bistro, a popular restaurant in McLean, VA.

1st Portfolio Wealth Advisors specializes in helping select affluent business owners, executives and families preserve and grow their wealth. Our advisors draw on financial acumen and entrepreneurial expertise to provide comprehensive wealth management and business retirement plan services in a conflict-free environment. Guided by our holistic, goals-based planning process, 1st Portfolio Wealth Connect™, our clients achieve peace of mind and financial independence.

1st Portfolio’s proven investment approach combines long-term growth strategies with powerful short-term strategies to enhance returns and provide additional downside protection in volatile market conditions.

Michael is a member of the College of Business Board of Advisors as well as the Entrepreneurship Advisory Board.

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