Principled guidance for your life and beyond

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.  

We go beyond investing and really listen to what you value in life.  Together we will craft a plan to achieve the life you envision, while proactively and effectively positioning your wealth to give you the freedom to focus on the goals that are most important to you.

Our team has deep 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.

The Ross Group provides advice and direction to clients based on our core beliefs.  We value:

  • Integrity – trust is paramount
  • Relationships – family and friends are the most precious assets in life
  • Quality – of investments and of relationships
  • Education – financial literacy for all clients, particularly younger generations
  • Health – ultimately, the goal of wealth is to allow for a long and happy life
 

Featured

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Market Commentary:  Patience is a Virtue

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The Ross Group is honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024 and 2025.

Honored to work with a nationally recognized teammate

At The Ross Group, we are very proud that Financial Advisor Steve Ross was named a Forbes Best-In-State Wealth Advisor in 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Steve!

 

Meet The Ross Group

Discover how we can help you and your family with your legacy.

"Someone is sitting in the shade today because someone planted a tree a long time ago."   - Warren Buffett

Social Media

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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.

Every day is 'Spirit Day' here at RBC! #womenofRBC #rossgroup

Read the latest issue of Prosper·US magazine, where the #WomenofRBC share stories about the power of strong mentors and sponsors, succession planning and responsible investing. Plus, beach reads and summer essentials (including my summer reading recommendation - Lessons in Chemistry)! https://www.rbcwealthmanagement.com/_assets/documents/prosper-us-spring-2023.pdf

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