Contact Us
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Locally Connected.
Personally Invested.

People-powered financial planning services based in McLean, Virginia.

We’re The Popovich Financial Group

A passionate team of advisors providing wealth management for your lifetime — and your legacy.

Visit Our

Retirement Guide for Women.pdf

Who We Serve Washington, D.C. The Popovich Financial Group

Who We Serve

Get an inside look into the types of people we like to help.

Take Me There

Why We Serve Washington, D.C. The Popovich Financial Group

Why We Serve

Learn more about our team, background, and credentials.

Take Me There

How We Serve Washington, D.C. The Popovich Financial Group

How We Serve

Gain insight into our process and what it's like to work with us.

Tell Me More

Talk to The Popovich Financial Group

See what we can do for you

Wealth Management You Can Trust

We believe that the more you plan, the better your life will be.

From short-term goals like saving up for an exotic vacation to long-term goals such as living out your dream retirement, we’ll sit down and discuss everything that’s on your mind to gain a better understanding of you, your needs and what you hope to achieve.

Your financial plan is not a one-time meeting, but rather a living, breathing document that will be continuously updated as you — and your life — evolves. Whether you’re a parent, recent grad or pre-retiree, we can help make sure every financial decision you make has your best interests in mind.

Comprehensive Financial Planning Washington, D.C. The Popovich Financial Group

What is Financial Planning?

The Popovich Financial Group at Baird has a unique approach to wealth management focused on helping you make smart financial decisions to achieve your life goals.

Watch, Kathy Carey, CFA®, Baird’s Director of Investment Research and Advanced Planning, defines Wealth Management at Baird, and highlights why we’ve centered our approach around these three important steps:

  1. Advanced Planning: Focuses on what and who is most important to you. This is the step that also addresses major life events that can lead to important financial decisions around estate planning, retirement planning, education funding, tax planning, insurance planning and charitable giving strategies.
  1. Investment Consulting: Focuses on building an investment plan to align your money with your goals.
  1. Client Service: Focuses on building a life-long commitment to you. We are dedicated  to making sure we stay on top of your life changes and how it can impact your financial plan.

Our comprehensive financial planning services include:

Ask Us a Question 

Our investment management services involve identifying your: 

Level of Risk Washington, D.C. The Popovich Financial Group

Level of risk

Stick to the stocks that have a history of good performance in the market or venture beyond your comfort zone to explore the investment options that offer a higher potential ROI.

TimeFrame Washington, D.C. The Popovich Financial Group


Whether you seek immediate results or don’t mind waiting, we’ll help you get the return you need to achieve your investment objectives according to your desired timeframe.

Financial Goals Washington, D.C. The Popovich Financial Group

Financial goals

From short-term to long-term, we’ll design an investment strategy that focuses on the objectives you care about most so you get maximum value out of every dollar.

Then, we compile all of this information to create an investment portfolio that helps you achieve your goals while simultaneously providing room for you to grow.

Get in Touch Today

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

Your Money. Your Unique Journey.

Nancy Osmond Popovich Photo

Nancy Osmond Popovich

Managing Director | Portfolio Manager
Read Bio

Nancy Osmond Popovich

Managing Director | Portfolio Manager


As managing director, I specialize in asset allocation, investment policy, wealth transfer and charitable giving. Through my dedication to trust, integrity and my reputation as one of Forbes Top Women Advisors, I'm here to help guide you through every financial decision.

My career began at Merrill Lynch in 1998. A few years later in 2008, I became the founder member of the Baird Network of Women Financial Advisors. Since then, I’ve been an active member of Baird's mentoring program.

My interest in financial planning grew out of my own family experience. I witnessed firsthand the tragic consequences that can result from inadequate planning. Since then, I have dedicated myself to making a difference in my clients’ lives. I am especially passionate about educating women and children so they can feel empowered to use their money as a tool to build a bright and successful future.

Why I Serve

I’m an active speaker in the Washington D.C. area and an advocate for helping women gain a deeper understanding of their financial life. I am driven by my passion for helping families build their legacy through strategic planning and investments.

My interest in financial planning grew out of my own family experience. As a young girl, I witnessed first-hand the tragic consequences that can result from inadequate planning. Since then, I have dedicated myself to making a difference in my clients' lives by stressing the importance of financial preparedness. I am especially passionate about helping women and children learn the basics of responsible money management so they can make smart financial choices and gain confidence through their own decisions.

Ryan C. Unthank, CFA® Photo

Ryan C. Unthank, CFA®

Senior Vice President | Portfolio Manager
Read Bio

Ryan C. Unthank, CFA®

Senior Vice President | Portfolio Manager


I have over 10 years of experience specializing in equity and fixed income selection and portfolio management. My primary focus is on retirement strategies related to financial planning, investment management and asset allocation.

Outside of work, I have written various market-specific articles about credit markets and investment strategies. I have a bachelor's degree in finance from Virginia Tech University and currently lives in Ashburn, VA with my wife, Jenni, and our three kids, Gabriella, Gavin, and Giuliana. 

Why I Serve

My number one mission is to provide an exceptional level of service for my clients and to have a positive impact on their lives. Being able to educate them on ways to enhance their financial wellbeing has always been a passion of mine. Although our clients come from different backgrounds and career paths, they all tend to share a common goal of wealth preservation, as well as trust our team to guide them through market volatility. Nothing makes me feel better than building lasting relationships with our clients and their families.

Brittney M. Goad, CFP® Photo

Brittney M. Goad, CFP®

Assistant Vice President | Financial Planner
Read Bio

Brittney M. Goad, CFP®

Assistant Vice President

Financial Planner


With an accounting degree from West Virginia University, I am licensed in FINRA Series 7 and 66 and hold both life and health insurance licenses.

Prior to joining Popovich in 2016, I worked within United Bank’s wealth management division in West Virginia and Washington D.C. ,where I delivered a holistic planning approach to high net worth clients. In my free time, I enjoy running, hiking and traveling around the world.  

Why I Serve

My passion for financial planning came at a young age. With a father who owned a sole proprietorship, I witnessed first-hand unexpected life events — the death of a loved one, divorce, health issues and economic conditions — impact my family’s financial wellbeing. I became worried and realized the importance of planning for the unexpected. It was then that I found a passion for giving back and educating others about financial wellness.

Shannon L. Johnson Photo

Shannon L. Johnson

Client Assistant
Read Bio

Shannon L. Johnson

Client Assistant


As the client assistant, I’m responsible for account maintenance and processing, opening new accounts, transferring assets, cashiering and helping clients access Baird Online. I’ve been a proud member of the Baird family since 2007.

Currently living in Chantilly, VA, I enjoy spending time with my family and cheering for the West Virginia Mountaineers.

Why I Serve

My role is very client-facing, and I have always loved that aspect of it. I like to help people understand the parts of the business they otherwise wouldn’t know much about without my guidance.

With people at the forefront of our firm, you will never be just a name or a number to us.

Everyone has a story — where they’ve been and where they would like to be. Our mission is to gain a comprehensive understanding of who you are at home, as well as at the office, to create a financial plan and strategy that complements your unique identity — your values, beliefs and vision for the future.

Beyond managing your wealth, we serve to bridge the gap between your resources and the things you want out of life so you achieve maximum value out of our guidance.

Our clients include:

Young Professionals

Whether you’re managing student loan debt, starting a business or considering buying a house, our Financial Planning Process is tailored to your unique needs and goals as a young professional.

Learn More


From optimizing your investments to developing a budgeting strategy, we can help make sure you’re covered for the next five, 10 and 20 years.

Learn More

People in Transition

Whether you just quit your job or recently separated from your spouse, we can help you begin this new chapter with confidence.

Learn More

Business Owners

Focus less on managing your money and more on improving your business with strategies that offer room to grow and expand.

Learn More

In addition to helping our clients achieve their financial goals, we value volunteering our time in the community and providing those who are less fortunate with the resources they need to live happy — and healthy — lives.

Recent Events

Virginia Hospital, Music and Medicine 2018

View All Pictures

Baird Gives Back Week

During Baird Gives Back Week 2019, we supported the charity, Food For Others. Learn more about their mission. 

View More Pictures on Facebook

Some of Our Favorite Organizations

The Baird Foundation supports nonprofit organizations who focus on health and human services, education, the arts and diversity.

Virginia Hospital Center Foundation’s story dates back to 1925 when five women's clubs joined together to raise $100 to start the Arlington Hospital Association. This community project went on to become a 100-bed hospital that has grown to become the Virginia Hospital Center we now have today.

Founded in 2010 to honor the memory of Yeardley Love, One Love works with young people across the country to raise awareness about the warning signs of abuse.

The Giving Circle of Hope has become a leader in local philanthropy by making vital connections, providing resources and knowledge of the nonprofit sector, engaging in advocacy, furthering education and awarding grants. 

Hopecam’s mission is simple: overcome the social isolation experienced by children during their cancer treatment.

Neediest Kids provides thousands of low-income students across the Washington D.C. metro area with the basic essentials they need to get the education they deserve.

Food for Others distributes free food to people in need and provides opportunities for people to volunteer their resources. 

Oceana is the world's largest international advocacy organization focusing on protecting the ocean. They aim to influence policy around the world to make the ocean a healthier place.

You deserve a dedicated team of professionals who have your best interests in mind at all times.

That’s why we’ve compiled a list of top talent in a variety of industries because, with so many options out there, it can be hard to know who is truly going to provide you with the solutions you need. All of the professionals listed below have proven their expertise and commitment to serving others.

These listed professionals do not have any formal relationship with The Popovich Group or Baird. No compensation for referral is exchanged or provided and this is not an endorsement of their service or expertise.

Estate Planners

James Head

Jim Head represents individuals and owners of closely held businesses in the areas of estate planning, estate and trust administration, fiduciary litigation, tax, gift and estate tax controversy, business planning and other general business law matters. 

Visit Website 


Susan Wagner

Read More

Susan Wagner is a Partner with TAXX, LLC. She has been preparing tax returns for individuals and small companies for over 20 years. She especially enjoys consulting with start-up companies about accounting and tax strategies.  

Real Estate Agents

Marybeth Fraser

Read More

As an experienced business executive, Realtor®, Certified Luxury Home Marketing Specialist® and Accredited Staging Professional®, Marybeth Fraser leads the Magnificent Manors Real Estate Team of Keller Williams. Smart marketing, meticulous research, creative staging, local market knowledge and intelligent negotiations are skills she brings to each transaction to make sure the process runs smoothly from start to finish.

Visit Website

Qualified Retirement Plans

Robert Chin

Read More

Abacus Benefit Consultants, Inc. delivers timely and cost-effective TPA services for IRS qualified retirement plans.

Visit Website


John Norce

Read More

Enrollment into Medicare can be a challenging, confusing, and often times, an intimidating process.  John is very passionate about helping seniors prepare, enroll and manage their Medicare benefits. Understanding that knowledge is power, and he seeks to advance our community's grasp of Medicare through one-on-one meetings or at a community educational events. In both settings, John will share my extensive knowledge of Medicare to ensure you have the required information to make the right decision for you.

Elder Care Attorney

Bill Fralin

Read More

Bill Fralin is one of the top 50 attorneys in Virginia, according to Virginia Business Magazine. Along with working at the Farr Law Firm, Bill lectures on subjects related to life care planning, elder law, asset protection and preservation, and estate planning. 

United Behind You

Here’s what you can expect when you work with us: 

Learn More About Our Process


Loading Posts...

See More Articles

Quick Takes: National Debt Fear

Demystifing the national debt.

Does Inflation Scare You?

Inflation is a common concern for many of our clients which is why we wanted to share the video below from the Baird team. Michael Antonelli, PWM Market Strategist and Ross Mayfield, Investment Strategy Analyst share their expertise on inflation along with some planning considerations to help address any concerns you might have.  

Because inflation rates can look very different for health care, education and every day expenses, breaking out your financial goals separately can be very valuable to determine how inflation rates might impact your overall financial plan. 

As you and your network continue to be faced with big life decisions we know there is an interest and need for resources to help make informed choices appropriate for you.

Enjoy Identity Protection with Peace of Mind

For being clients of The Popovich Financial Group at Baird we have partnered up with InfoArmor to give you a special low price offer for identity protection. Enjoy peace of mind, financial reassurance and time saving expertise with InfoArmor’s comprehensive identity protection plan PrivacyArmor.

 Click here to register with InfoArmor today.

 "Financial Fitness"

"Financial Fitness” is our new podcast, delivered in a series format, to address different aspects of finance. Our team always says that our profession is an Art, not a Science. There is no “One Way” to pick a stock or save for retirement or even spend happily and without consternation in retirement. So we have decided to bring a financial platform to you. We will be interviewing experts in different fields that at varying stages of your life become relevant and incredibly important. Our experts will include Attorneys, Accountants, Asset Managers, Actuaries, etc. that all have something important to say and we are happy to provide this platform to deliver their advice to you.

Make sure to subscribe below so you can be up to date on the latest episodes.

Available to listen at the following places:

Bull & Baird 

Read Baird’s first blog; trader, Mike Antonelli, brightens days with unique market insights.

Read Now

Market Strategy by Strategas - A Baird Company

Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.

Watch the Weekly Market Video Here

Dental Business Planning

We have a huge appreciation for the Virginia Academy of General Dentistry association and what their doctors have achieved to give back to their community and profession.  Our team is committed to helping dentists run a successful practice and give back to their employees.

How We  Can Service You...   

Retirement Plans

Your employees retirement matters.  Let us help you determine the best plan of action for your business. 

  • 401(k) plans
  • Profit Sharing Plans
  • SEPs
  • Individual IRAs

Financial Planning 

As an added service our team will provide complimentary financial planning for each employee on a personal level. 

  • Insurance Planning
  • Education Planning
  • Budgeting
  • Retirement Funding
  • On-going Financial Education 


Our team takes pride on managing your assets so you can focus on what is more important to you which is growing your business and spending quality time with your family.  It is our fiduciary duty to work in your best interest as well as each employee.  

  • Online meetings available
  • Market Outlooks 


About Baird

Baird is an international wealth management, capital markets, asset management and private equity firm. 

Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind — always. 

Since 1919, we’ve been earning our clients’ trust by staying true to our mission: 

To provide the best financial advice and service to our clients and be the best place to work for our associates.

While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every market environment: 

  • Clients come first.
  • Integrity is irreplaceable.
  • Quality is our measure of success.
  • The best financial advice is the result of expertise and teamwork.
  • How we succeed is as important as if we succeed.
  • We seek personal balance in home, work and community involvement.

View Baird’s 2019 Annual Report

On Your Block.

In your corner.

With the right plan in place, anything is possible.

A cohesive plan of action, paired with strategic next steps, will help you — and your family — secure your future for years to come.

We look forward to joining you on your journey.

Thanks for reaching out! We’ll be in touch.