Derek Coburn

Derek’s clients most often retain him as their Personal CFO. In this role, Derek leads his team to help coordinate all aspects of his clients’ financial lives. Drawing on more than two decades of experience as a financial advisor, Derek helps enable his clients with the financial confidence they need to focus their time and energy on what is truly important to them.

His typical client is a professional, entrepreneur or business owner who shares in one or more of Derek’s passions that include golf, wine, sporting events and live music. He is a strong believer in the power of networking and seeks to help his clients connect with and establish meaningful contacts that may assist them in furthering their business or personal goals.

Derek and his wife Melanie live in Arlington, VA with their sons Dexter and Caleb and dog Bodie.