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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Debbie Marson, CDFA, MBA

Certified Divorce Financial Analyst | Financial Advisor



Investment Advisor Representative with Investment & Resource Planning, a Registered Investment Advisor Firm
Registered Representative, FSC Securities Corporation

Debbie Marson believes a good financial planner is part coach, part partner and part advisor. She wants to help her clients take control of their lives by taking control of their money—figuring out what they have, what they need and how to create a Financial Plan that seeks to empower them to accomplish their goals.

Of course, creating the plan is just half the battle—clients also need to stick with it to see results. Debbie helps her clients stay motivated through meetings, ongoing education and a willingness to adjust her clients’ plans to meet changing circumstances.

Debbie specializes in Divorce Financial Planning and is a Certified Divorce Financial Analyst working with people going through separation and divorce. She presents monthly seminars on financial planning for divorce with The Women’s Center in Northern Virginia. Debbie also does Pre-Marital and Marital Financial Planning.

Debbie has 21 years experience in comprehensive financial planning, including the areas of Budgeting, Investments, Retirement Planning and Life and Long Term Care Insurance. Debbie holds registrations and licenses in Securities through FSC Securities Corporation and Insurance in Virginia, Maryland and the District of Columbia. Debbie conducts many educational seminars and workshops each year.

Prior to becoming a financial advisor, Debbie worked for The Nature Conservancy, a non-profit conservation organization, where she focused on finance, real estate and planned giving.

Debbie graduated with honors with her undergraduate degree from Marymount University and earned her MBA from Virginia Tech.

“My goal is to empower people to take control of their lives by making good financial decisions so they can enjoy life and fulfill their dreams.”