Our Firm

 

EldenStreet Financial has over two decades of experience in financial and business planning for our successful business owner, executive and individual clients who want unique and comprehensive financial solutions. Our mission is to bring clarity to your situation today and through collaboration with you and your most important advisors, develop a custom-designed, flexible plan that provides the foundation for your secure future.

Our ultimate goal is to help you gain the confidence you need to make key decisions along the way that will bring you peace of mind. Our focus is to ensure that you are confident that your affairs are in order and we have done all that we can to ensure that your plan supports your life’s dreams to:

  • Create and grow wealth
  • Protect your existing assets
  • Establish a lasting legacy

We are committed to developing strong, long-term relationships with each client that deepen over time as we work together with trust and open communication. Our focus is to help you take action to complete your plan and move forward together to monitor and adapt the plan to changing conditions.

 

Our Team

 

Tony Headshot

Tony Fulkerson, CFP®, CLU®
Partner

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Val Headshot

Valerie P. Kaiser, CFP®
Partner

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 Connect With Valerie

Mario Headshot

Mario Orozco
Financial Advisor

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 Connect With Mario

Marguerite Headshot

Marguerite Wiese
Licensed Service Assistant

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Jo Headshot

Jo Marshall
Client Service Assistant

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Richard Headshot

Richard Ramsburg
Client Systems Assistant

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Savannah Headshot

Alexandra Sickles
Client Services Manager

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Organizations & Community

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Alzheimer’s Association

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CFP® Board

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Agents Advisory Council

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Special Olympics

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Kids R First

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Rotary Club

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Woman in Insurance and Financial Services

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Financial Planning Association

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Dulles Chamber of Commerce – Power of 30

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Who We Serve

At EldenStreet Financial we serve successful individuals, families, business owners, and executives like you. Our clients are entrepreneurs who are transforming their communities. They own growing organizations, are key employees and they are the latest generation invested in a growing family business.

They share these characteristics:

  • They are forward thinking and striving for success
  • They have vision, purpose and goals
  • They love their families and are committed to the health of their communities
  • They want to work with trusted advisers who can help them reach their goals.
 

"Our referral-only business model shows the high level of our clients’ satisfaction."

 

Where We Do Business

625 Elden Street - Suite 203, Herndon, VA 20170
Phone: 703-437-1700 | Fax: 703-471-7301

 
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Our Approach

“We help ensure that our clients are successful by using a proven process:
Clarify   Collaborate   Be Confident.”

 

Our Resources

Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Valerie P. Kaiser and Tony Fulkerson provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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“Over 70 experienced and specialized professionals dedicated to helping you meet your financial goals.”

 
The Nautilus Group®

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Tony Fulkerson works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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New York Life

New York Life

Tony Fulkerson, Valerie P. Kaiser and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/20/16)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/17/2016. See the ranking here.

 
Ash Brokerage

Ash Brokerage

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

 

Business Solutions

Here at Elden Street Financial, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives.

 

 

Need ideas to help you...

  • Map out a strategy to pass your business, intact, to your children?
  • Protect your business and family against losses from death or disability?
  • Provide employee benefits?
  • What about the things we all worry about? - Looking after our family while we're here, and when we're gone...
 

Retirement Plans/401(k) Fiduciary Services^

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The success of most businesses is tied to the talent that they can attract in their employees. Retirement plans are a key benefit in that process. We can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with qualified plans and the support you need in the fiduciary role as a plan sponsor.

^Eagle Strategies acts as a fiduciary with respect to the Plan under Section 3(21)(A)(ii) of ERISA by rendering investment advice as defined under ERISA to the Sponsor in selecting a discretionary investment manager.

Executive Benefits

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The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.

Key Person Insurance

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Key person life insurance offers a death benefit that indemnifies an employer for the loss of one of its most important assets - the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to recruit and develop a replacement for the employee.

Deferred Compensation

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Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.

Succession Planning

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Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

Buy-Sell Agreements

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A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to ensure that the arrangement is properly funded so that there will be money when the event is triggered.

 

“Our focus is to help our clients take action to complete their plan, move forward together and adapt to changing conditions.”

 

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Personal Solutions

 
 

“We help you achieve peace of mind and confidence
through properly executed planning.”

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Working With Other Advisors

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At EldenStreet Financial, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you partner with EldenStreet Financial, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning strategies. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.

   

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News and Events

The Eagle Eye

Eagle Eye

Mainstay Market Pulse

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Learning Library

 
 

Contact Us

625 Elden Street - Suite 203, Herndon, VA 20170
Phone: 703-437-1700 | Fax: 703-471-7301

 
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Valerie Kaiser, CFP®

 Connect With Valerie

Valerie is the Co-Founder and Partner of EldenStreet Financial, specializing in financial, business and estate planning. She has more than 20 years of experience in financial planning, implementation and service working with families and business owners who want a realistic approach to wealth accumulation and reduced investment risk with better coordination of personal and business assets; all to enhance retirement security and improve family wealth transfers.

She holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is both an Investment Advisor Representative (IAR) with Eagle Strategies, LLC, a Registered Investment Advisor and a Registered Representative with NYLIFE Securities LLC. She currently holds Series 7, 63 and 65. Valerie is a graduate of The College of William and Mary with a B.B.A Degree in Business Management with a minor in Mathematics. Presently, she is actively involved in the community through her work for several organizations and memberships including the Dulles Regional Chamber of Commerce Committee Chair for the Power of Thirty®, a select group of women CEOs and leaders, and Women in Financial Services (WIFS) where she mentors other women advisors. Valerie and her husband Bruce reside in Sterling, Virginia where they enjoy being with their large family of five children, a daughter-in-law, son-in-law and five grandchildren

“It is important to me to enrich your life by taking any financial issues, concerns and questions off your mind. You’ve worked hard for all you have. I help you protect it and have a secure future with the freedom to do what you want. This is the greatest contribution I can make.”

 
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Tony Fulkerson, CFP®, CLU®

 Connect With Tony

Tony is the Co-Founder and Partner of EldenStreet Financial, specializing in financial, business and estate planning. As a professional, Tony holds designations as a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter (CLU®). Tony is an Investment Advisor Representative (IAR) with Eagle Strategies, LLC, a Registered Investment Advisor. In addition to guiding the business, Tony works with a select group of clients to provide retirement and estate planning services, as well as wealth management services. He achieves great satisfaction in helping clients achieve their life goals and dreams.

Throughout his professional career, Tony has been active in the industry, having served as President of Society of The Financial Service Professionals-Northern Virginia Chapter. He is a Past President of NAIFA (National Association of Insurance and Financial Advisors)-Northern Virginia Chapter. His professional affiliations include membership in the National Capital Area Financial Planning Association and the Northern Virginia Estate Planning Council. He is a member agent of the Nautilus Group, a prestigious national resource center delivering in-depth strategic support in the areas of Law, Tax, Finance, and Insurance.

Within the community, Tony has dedicated countless hours to volunteer organizations. He has served on the Boards of numerous community service organizations and is a Past President of the Herndon Rotary Club. Tony is passionate in advocating the fight against Alzheimer’s and is committed to accelerating the global effort to eliminate this dreadful disease. Tony and his wife Rosemary reside in Great Falls, Virginia.

 
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Marguerite Wiese

Marguerite is a new associate at EldenStreet Financial, with experience in financial planning and implementation working with families and business owners in the areas of education funding, retirement planning, and wealth and risk management.  Before coming to the financial planning industry, Marguerite had a very successful career in the defense consulting industry providing senior program and financial management, systems engineering, and technical advisory services to major acquisition information systems. Realizing that she greatly enjoyed the financial management aspect of her job, she decided to change careers to pursue her passion for helping clients and their loved ones lead the most fulfilling lives possible by ensuring financial stability and maximizing financial resources.

Marguerite graduated from Rhodes College with a bachelor’s degree in International Studies, and from Harvard University with a master’s degree in Middle Eastern Studies.  She also holds a certificate in Financial Planning from the University of Virginia.

Marguerite and her husband live in Fairfax, Virginia with their 2-year-old son and two dogs. When not at work, she spends most of her time trying to maintain some order in a household run by pets and a very energetic toddler!

  
 
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Lauren Harris

Lauren is the Client Liaison Specialist for the firm. Her primary focus is to assist in fostering client relationships and keeping our clients up to date with relevant account and financial information. She has over 12 years’ experience in the areas of process management, customer service, benefits, and insurance. She brings her experience to our firm where she manages the client communication processes. Lauren resides in Reston, Virginia.

 
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Jo Marshall

Jo is the Client Service Assistant of the firm, and her focus is to provide clients with relevant financial information and support in all areas of service. She is also responsible for administrative support within the practice. Jo attended Duke University and Florida State University, and has been a resident of Reston since 1973. She enjoys spending time with her three granddaughters, singing with The Reston Chorale, and arranging and composing music for her ‘60s girl group, the Bobby Pins.

 
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Richard Ramsburg

Richard is the Client Systems Assistant for the firm. He has more than 30 years in the financial services industry and has worked for our firm in numerous roles. His primary focus is on client information and records and maintaining the systems for information management.

Richard resides with his wife, Lynn in Oakton, Virginia. They enjoy traveling and visits with grandchildren.

 
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Mario Orozco

Mario is an advisor associate of EldenStreet Financial. Since 1999, he has helped people understand their investments and implement efficient distribution strategies. Since 2006, his focus has been to serve the Fairfax County Public Safety Community (Fire & Rescue, Police and Sherriff), and Civilian employees. He is extremely familiar with the Fairfax County Benefits programs including DROP, 457(b), and survivor benefit options. This has led to a breadth of knowledge and extensive experience with the Virginia Retirement System (VRS), and with members of FCPS, ACPS, APS and FCCPS.

As a former tutor and teaching assistant (LAUSD), Mario uses and trusts the relationship-based approach to financial education and advisory services.

Mario holds the following licenses:

  • (FINRA Series 7) General Securities Representative
  • (FINRA Series 65) Uniform Investment Advisor Law Examination
  • (FINRA Series 63) Uniform Securities Agent
  • ((FINRA Series 6) Investment Company Products/Variable Contracts Limited Representative
  • Life, Health and Variable Annuities Agent

Mario and his wife reside in Burke, Virginia with their two children.

 
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Alexandra Sickles

Alex is a Client Services Manager specializing in client service and implementation. Alex is new to EldenStreet Financial, with experience in customer service, development of policies to assist clients, account management and business relationship management with SRA International.

Alex graduated from Virginia Commonwealth University with a Bachelor of Science in Business Administration. She lives in Manassas, VA and when not at work, she spends most of her time attending country music concerts and hiking with her dog.

 
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Rotary Club

Tony is a past President of the Herndon Rotary Club. The local club is a part of Rotary International, which includes 1.2 million community leaders who come together to create positive, lasting change both locally and around the world. A few of the many projects of the Herndon Rotary Club include Youth Scholarships, Music/Band in Herndon Schools, Dolly Parton Imagination Library, Herndon-Reston FISH, and the Senior-Senior Prom.

 
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Alzheimer’s Association

Tony has been active in raising funds for the Alzheimer Association. He has been a Team Co-Captain in the Reston Virginia Walk. The Walks are held annually in more than 600 communities nationwide. The Alzheimer's Association Walk to End Alzheimer’s® is the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research.

 
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Woman in Insurance and Financial Services

Val is a member of the national WIFS organization and a board member of the DC Metro Chapter. She serves a communications liaison with national and works with her colleagues to develop programs to attract, educate and develop women advisors to their fullest potential in their careers.

 
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CFP Board

Tony and Val both hold the CFP® designation. The mission of the Certified Financial Planner /board of Standards, Inc., is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

 
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Dulles Chamber of Commerce – Power of 30

Val is on the Board of the Chamber and also the Chair of the Power of 30 Executive Women’s group, a group of C-level women leaders who support various projects in the community.

 
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Special Olympics of Virginia

Tony is a supporter of Special Olympics in Virginia, as he and his son Matt coach basketball in Fairfax County. The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities.

 
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Kids R First

Tony is a supporter of Kids R First, a non-profit that donated school supplies to over 25,000 needy kids at 90 schools in Northern Virginia. Kids R First was honored to be ONE of the Best Non-Profits by the Greater Washington Catalogue for Philanthropy 2013.

 
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Financial Planning Association

Tony and Val are active members of the association. The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.

Members of FPA are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

 
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Agents Advisory Council (AAC)

Valerie was elected to New York Life Insurance Company’s Agents Advisory Council (AAC) for 2014, serving as Associate Chairperson on the Agency Support Committee and for 2015, she was elected by her peers to serve on the Executive Committee. Founded in 1946, the AAC is a prominent group of 24 New York Life Agents elected by their peers to communicate the issues and perspectives of their fellow Agents working in tandem with senior management for their mutual benefit. The AAC's objectives are to work with the Home Office senior management in a partnership characterized by openness and empathy; to provide Field perspective on ways to improve products, services and programs; and to serve as a sounding board for new initiatives. The AAC will continue to strive to make New York Life the best it can be and to create an environment in which everyone benefits - the Home Office, Agents, Field management, and most of all our policyholders.

 
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Eagle Strategies LLC

 
 
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The Nautilus Group®

The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client’s circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

Our Planning Resource

 
 
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Define Your Data

We believe that all plans begin with a deep understanding of you, your family, your career and the values that are your foundation in how you approach your life. We focus on what you have accomplished, your dreams for tomorrow and how we can better understand you and your highest priorities. Our goal is to provide a comfortable place where you have the confidence and trust to share with us.

 
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Analyze Your Situation

As we work with you to identify and prioritize your objectives we help establish benchmark goals. We identify where your current plan is in relation to your goals and objectives. This is important as we begin our work together and identify appropriate solutions that move you closer to achieving your financial dreams and aspirations.

 
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Strategize for Optimal Options

We explore the best ideas and solutions with our team at Eagle Strategies with over 70 experienced professionals dedicated to helping meet your financial goals. We believe strongly in expertise and specialization. Our team of accomplished and accredited members include those who hold Chartered Financial Analyst (CFA®), Certified Investment Management Analyst® (CIMA®), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner®(CFP®), and Chartered Financial Consultant® (ChFC®) designations. We are well-positioned to provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs.

 
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Present Your Customized Plans

We use the latest technologies and tools to present your plan and allow us to collaborate with your important advisors. We continue to develop your plan as we assess your needs and identify appropriate solutions that put you on a path toward achieving your financial dreams and aspirations.

 
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Take Action & Implement

Of course, no plan can remain stagnant. Life will evolve or unexpected circumstances will arise that require action and adjustments to a financial plan. By utilizing the solutions and resources offered by Eagle Strategies, we are able to help you navigate those changes and evolve your financial plan to meet your new goals.

 
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Discuss Your Goals

We believe the best financial solutions are built when we have a thorough understanding of your current financial picture and short- and long-term goals.