The Ross Group

The Ross Group Principled guidance for your life and beyond We go beyond investing and really listen to what you value in life.

The Ross Group's goal for you is financial independence, so that you can live with confidence and use your wealth in the ways that are most meaningful to you and your family. Together we can craft a plan to help achieve the life you envision, while proactively and effectively positioning your wealth to help give you the freedom to focus on the goals that are most important to you. Our team has de

ep conviction that proper wealth management is a marathon, not a sprint – it involves endurance, structure, and time. We are committed to serving as a trusted professional for our clients and to preparing families for a lasting financial legacy for generations to come.

Nothing brings me more joy than helping my clients figure out their financial lives, but fresh flowers is a close second...
05/02/2026

Nothing brings me more joy than helping my clients figure out their financial lives, but fresh flowers is a close second.

Received this beautiful arrangement today from a client as a token of appreciation. From navigating a home purchase in a competitive market, to thinking strategically about inherited IRA distributions, to evaluating long-term care and disability insurance options, to exploring various trust and estate planning structures, to considering tax implications, all while planning for a work optional future for a young family...we have had our work cut out for us. But I am so proud of the progress we have made and it is clear our clients know, see, and appreciate what we do for them.

At the end of the day, my job is to empower my clients with the financial advice they need so they can focus on what brings them joy - fresh flowers or otherwise.

We’re proud to announce that The Ross Group is the 2026 sponsor of the Thoroughbred Jumper Classic at this year’s Upperv...
03/19/2026

We’re proud to announce that The Ross Group is the 2026 sponsor of the Thoroughbred Jumper Classic at this year’s Upperville C**t & Horse Show — a 501(c)(3) nonprofit organization we’re honored to support.
The show runs June 1–7, with the Thoroughbred Jumper Classic taking place on June 3rd. Supporting Thoroughbreds in the sport is important to us, and we’re proud to back that commitment with meaningful investment — helping to showcase their value in the equestrian world.
It’s a great week of sport, tradition, and community. We look forward to a great week in Upperville — hope to see you there.

Humbled to announce that The Ross Group has been named a Forbes Best-In-State Wealth Management Team for another year. W...
02/25/2026

Humbled to announce that The Ross Group has been named a Forbes Best-In-State Wealth Management Team for another year.

We work every day to support our clients through the rollercoaster of life (and markets) and would not be where we are today without their trust.

Here's to another year of providing principled guidance for your life and beyond.

https://bit.ly/4aRZJZm

A Time of ReflectionLooking back with gratitude on the accomplishments of The Ross Group over the last four decades.Plea...
01/23/2026

A Time of Reflection

Looking back with gratitude on the accomplishments of The Ross Group over the last four decades.

Please read Steve's latest post:
https://bit.ly/4sUCaHt

New year, new title, same unwavering commitment to my clients.Proud to announce that I have earned the honorary title of...
01/16/2026

New year, new title, same unwavering commitment to my clients.

Proud to announce that I have earned the honorary title of Vice President. Honored to be recognized for empowering individuals and families with financial advice so that my clients can focus on what brings them joy.

With the holidays approaching, many people are looking forward to seeing family. But how many of those families are havi...
11/28/2025

With the holidays approaching, many people are looking forward to seeing family. But how many of those families are having honest conversations about their finances? This article highlights why it is so importance to be forthright about estate planning and inheritance.

Looking for help in having these conversations with your parents or children? Reach out today for some tools for discussing wealth transfer.

While talking about money that may be passed down to adult children can be uncomfortable, it can avoid problems down the road, financial advisors say.

Ahead of the Thanksgiving holiday, The Ross Group welcomed some family visitors to the office.  Having those closest to ...
11/26/2025

Ahead of the Thanksgiving holiday, The Ross Group welcomed some family visitors to the office. Having those closest to us visit - especially the young ones - is always a great reminder of our mission to help individuals and families throughout their lifetimes.

We are so thankful for our clients, family, and friends and and wish everyone a wonderful Thanksgiving.

Riding Through Fear:  What a Runaway Horse Can Teach You About Sticking to Your Investment PlanEvery thoroughbred owner ...
10/28/2025

Riding Through Fear: What a Runaway Horse Can Teach You About Sticking to Your Investment Plan

Every thoroughbred owner dreads the sight of a lone plastic bag blowing in the wind during what should be a peaceful ride. I speak from experience – the horse doesn’t see a plastic bag; he sees a threat in progress. His only logical response? A spook-and bolt maneuver, often accompanied by an extra buck for dramatics.

As the owner of a thoroughbred, I can attest that their flight response is turbocharged. In that split second, I have two choices: trust my trainer and apply the skills she’s taught me to ride it out or bail off immediately to avoid a potential disaster. While jumping off may seem like a safer, more logical move, it often leads to a harder fall– literally. The wiser choice is to stay in the saddle, follow the plan and skills you have been taught, take a deep breath, sit deep, and use your reins and legs to regain control. Your goal is to minimize the impact on your body.

You are probably thinking, “Okay, but what does surviving a runaway horse have to do with investing?” More than you would think.

Metaphorically, a frightened horse is a lot like a shaky market. Your reaction to it determines your outcome. Do you bail out immediately, potentially risking the greatest impact on your portfolio, or stay the course and trust the plan you built with your advisor? The quickest exit often feels like the right choice-but it can lead to the biggest consequences and regrets.

Just like staying calm on a spooked horse, successful investing is not about reacting to every scare or bailing when everyone else is bailing. It is about trusting your training, sticking to your plan, and riding through the fear. There will always be bumps and events out of our control, but with patience and discipline, and sound advice you can reach the finish line often better than you started – both on the trail and in your portfolio. Visit www.rossgroupwm.com to learn more.

The rules on Inherited IRAs keep changing and not keeping up with the required distributions could result in significant...
10/27/2025

The rules on Inherited IRAs keep changing and not keeping up with the required distributions could result in significant penalties or tax impacts.

The Ross Group has become well acquainted with the distribution requirements for Inherited IRAs. If you or someone you know is trying to manage their distributions and could use additional guidance, please reach out.

There is a key change for inherited IRAs for 2025. Here's what beneficiaries need to know before year-end to avoid an IRS penalty.

The Ross Group was proud to serve as one of the sponsors of the 71st running of the Virginia Fall Races this past weeken...
10/13/2025

The Ross Group was proud to serve as one of the sponsors of the 71st running of the Virginia Fall Races this past weekend. Since 1955, this wonderful event has supported the Inova Loudoun Hospital Foundation, helping make a positive difference in our community. Congratulations to all the talented riders and horses who took part.

Address

5425 Wisconsin Avenue
Chevy Chase, MD
20815

Alerts

Be the first to know and let us send you an email when The Ross Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Ross Group:

Share