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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.

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.

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

Why We Serve

Learn more about our team, background, and credentials.

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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.

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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


Our comprehensive financial planning services include:


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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

Timeframe

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
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Nancy Osmond Popovich

Managing Director | Portfolio Manager

703-668-1313
NPopovich@rwbaird.com

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.

Awards & Community Involvement +

Awards:

Community Involvement:

  • Financial Advisor Advisory Council co-chair
  • Women's Health and Empowerment Circle Advisory Board founding co-chair
  • Hopecam and Neediest Kids supporter and fundraiser
Ryan C. Unthank, CFA® Photo

Ryan C. Unthank, CFA®

Senior Vice President | Portfolio Manager
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Ryan C. Unthank, CFA®

Senior Vice President | Portfolio Manager

703-668-1317
RUnthank@rwbaird.com

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 live in Asburn, VA with my wife, Jenni, and our two kids, Gabriella and Gavin.

Brittney M. Goad, CFP® Photo

Brittney M. Goad, CFP®

Financial Planner
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Brittney M. Goad, CFP®

Financial Planner

703-668-1304
BGoad@rwbaird.com
 

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.  

Shannon L. Johnson Photo

Shannon L. Johnson

Client Assistant
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Shannon L. Johnson

Client Assistant

703-668-1308
SLJohnson@rwbaird.com 

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.

SueAnn Griffin, CDFA®, CFP® Photo

SueAnn Griffin, CDFA®, CFP®

Insurance Specialist
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SueAnn Griffin, CDFA®, CFP®

Insurance Specialist

703-668-1300
SGriffin@rwbaird.com
 

I have a bachelor’s degree from Lynchburg College and a master’s degree from The American University. Outside of work, I am a West Towson Neighborhood Association board member and Joshua Barney-John Eager House treasurer. In my free time, I enjoy traveling and playing tennis.

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:


Retirees

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.

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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.

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Business Owners

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

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Nancy Popovich Photo

Nancy Popovich

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 Unthank Photo

Ryan Unthank

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 Goad Photo

Brittney Goad

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 Johnson Photo

Shannon Johnson

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. 

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


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Baird Gives Back Week

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


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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

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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. 

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Cynthia Gausvik

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Cynthia Gausvik is a Tysons private wealth services attorney who concentrates her tax and estate planning practice on advising high-net-worth families and closely held business owners.

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CPAs


Susan Wagner

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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

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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


IRS Qualified Retirement Plans


Robert Chin

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

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Property and Casualty Expert



Peter Boucher

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As a business development executive with Marsh Private Client Services (PCS), Vice President Peter Boucher is a trusted personal risk management advisor to clients with complex lifestyles and insurance needs.


 Mortgage Lender 

Ru Toyama

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As a loan officer, Ru provides residential purchase and refinance solutions that make sense for each and every borrower, since everyone’s family and financial situation is unique. He is committed to making the dream of home ownership come true for his customers as long as it makes sense for them! He also has stepped up as one of the newest Ambassadors of the Alexandria Chamber of Commerce, as he understands the importance of strengthening the local business community network by getting more people involved to make the biggest difference. 


Elder Care Attorney

Bill Fralin

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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

Insights

Podcast

Learn more about our firm, at home and on-demand.

Instruction on how to download our videos offline:

  1. Download the Vimeo app from the App Store.
  2. Search for The Popovich Financial Group under the People tab:
  3. Once you are there, you will be able to view our past videos. If you click on the three dots on the right side of our videos, you can choose Make Available Offline if you want to download them directly to your phone.
  4. You can then search for your downloaded videos under the Library section.


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 Market Update: October 2018 Recap 

The Popovich Financial Group strives to provide you the resources and information to help make the right financial decisions for your goals. Listen to our podcast here  or contact popovichfinancialgroup@rwbaird.com to receive updates via email.

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About Baird

Fortune's 100 Best Companies to Work For Washington, D.C. The Popovich Financial Group

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 imaginable 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 2017 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.