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
 

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Market Commentary:  The Impact of Artificial Intelligence

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The Ross Group is honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024, 2025, and 2026.

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, 2024, 2025, and 2026. 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

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The Ross Group was proud to sponsor the Thoroughbred Jumper Classic at the 2026 Upperville Colt & Horse Show. We are honored to support Upperville, a 501(c)(3) nonprofit and to celebrate Thoroughbreds as they transition from racing to successful second careers in the equestrian sport. These remarkable athletes continue to showcase their talent, heart, and versatility long after leaving the track. Congratulations to Jill Smith and her partner Cinnamon Bay on their win in the Thoroughbred Jumper Classic! Photo Credit: In Frame Photography

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 Upperville Colt & 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.

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