Edward Jones - Financial Advisor: Kobby K Okum, CFP®

Providing wealth planning and investment management with legendary service to families like yours

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Ashburn is here for you, serving Loudoun County and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

I work exclusively with clients who want a goals-based, comprehensive and systematic approach to managing their wealth and planning for the future.