Michael F. Byman

Since 2005, Mike has helped hundreds of high-net-worth families in the Washington area achieve financial peace of mind, with an extensive background in personal finance and a devotion to client relationships. 

Mike excels at fully understanding each client’s personal background and goals.  He makes complex financial matters easy to comprehend and implement.  Clients love his patience, empathy, and sincerity, and they feel they have a true partner to help them achieve their financial goals. 

His insights into wealth management are built on a long track record of steering clients through complex financial issues, a diverse business management career, and a strong educational background. 

Mike has helped clients maintain prudent investment strategies while navigating the ups and downs of turbulent investment markets.  He advises clients on building wealth during their careers, preparing for retirement and transitioning into retirement, and managing tax and estate planning decisions.  As a Washington-area wealth advisor, he has developed a thorough knowledge of Federal government benefits and retirement programs. 

Prior to entering the wealth management field, Mike had a successful career in business development, marketing, and finance at local businesses such as Blackboard, UUNET, and National Public Radio. 

Mike earned his CFP® Professional Education from the College for Financial Planning, an MBA from George Mason University, and a B.A. from the University of Virginia.  He is a CERTIFIED FINANCIAL PLANNER™ professional. 

His current and previous professional and community memberships include:  the Northern Virginia Estate Planning Council (President in 2022), the McLean Estate Planning Council, the Financial Planning Association, the George Mason University Business Roundtable, and the Board of Directors of the Tuckahoe Recreation Club.