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John Ward Seraphin

Steigerwald, Gordon & Koch - Wealth Advisors

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About John Ward Seraphin

John Seraphin is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors. John is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 5 years. John has a strong track record of helping individuals and families achieve their financial goals. John is committed to providing personalized financial advice to his clients. John specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

John Seraphin is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Seraphin’s Registration & Firm History

VA

03/01/2022 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (Middleburg VA)

VA

01/31/2019 - 11/23/2021

NYLIFE SECURITIES LLC (VIENNA VA)

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Licenses & Designations

BOTH

Issued 06/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Ward Seraphin.
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