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6402 Arlington Boulevard, Suite 900, Falls Church, VA 22042

571-341-2016
financialplanning@bay-biz.com

About Us
A Team Defined by Discipline and Purpose

AboutWhere Intention Meets Execution

About
Where Intention Meets Execution

We built this firm on the belief that successful financial planning requires more than good intentions — it requires structure, discipline, and an unwavering focus on the details. Every strategy we develop begins with a deep understanding of our client's financial picture, risk tolerance, and long-term objectives. We do not take shortcuts, and we do not offer cookie-cutter solutions. Our clients work with us because they want a team that treats their goals with the same rigor they would. That is the standard we hold ourselves to, and it is the reason our practice continues to grow through client referrals.

What Makes Us Different
Built on Principles That Put You First

The way we work is not accidental — it is the result of clearly defined principles that guide every decision we make on your behalf.

Our Mission

We exist to provide structured, research-driven financial guidance that helps our clients pursue their goals with clarity and confidence. Every recommendation we make is grounded in analysis, not assumption.

Our Vision

We aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

Our Core Values

Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and we will always take the time to explain it.

Meet The Team
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Julie Bradsher

Julie Bradsher, CFP®

Financial Advisor

Lisa Toews-Daugherty

Lisa Toews-Daugherty CRPS®

Financial Advisor,Director of Operations & Planning, BBGFP

Laura Fisher

Laura Fisher

Wealth Management Assistant

Get Started
Ready to Take the Next Step?

If you are looking for a team with a structured, research-driven approach to your financial life, we would welcome the opportunity to talk. Let us start with a conversation about your goals.

Let's Build Your Plan