FINANCIAL ADVISOR IN RESTON, VA
Integrated financial planning that adapts as your life and goals evolve
We help Reston professionals, business owners, retirees, and globally mobile families coordinate investments, retirement, taxes, and cross-border planning through one personalized strategy.
A FINANCIAL SYSTEM THAT KEEPS PACE WITH CHANGE
Financial plans often become outdated at the exact moment they are needed most. A career move changes compensation. Equity awards create concentration risk and tax complexity. A business opportunity affects liquidity. A move abroad introduces new reporting rules. Retirement shifts the focus from accumulation to sustainable spending.
CB Investment Management helps Reston professionals, entrepreneurs, families, and retirees build a financial system that can adapt. We connect investment management, financial planning, tax strategy, retirement modeling, and estate coordination so each decision is considered within the context of your broader financial plan.
FINANCIAL PLANNING SERVICES TAILORED TO YOUR GOALS
As your life and financial circumstances evolve, new planning needs emerge, from career transitions and retirement to concentrated wealth and cross-border considerations. CB Investment Management helps you navigate these transitions with integrated financial advisory services designed to keep every part of your financial life working together. These services include:
FINANCIAL AND RETIREMENT PLANNING
We build a financial plan with MaxiFi, bringing together your income, assets, taxes, spending, Social Security, longevity, and retirement choices into a single planning model. This baseline shows how much you can spend, which assets should fund near-term goals, and how a career break, earlier retirement, or Roth conversion could affect your long-term plan.
Once we establish the planning baseline, we evaluate investment risk against your broader financial needs. A portfolio that suits someone accumulating wealth over the next 20 years may be unsuitable for someone planning to retire in two. Every account has a defined role, so every investment decision supports your strategy.
INVESTMENT MANAGEMENT
Markets generate a constant stream of headlines, forecasts, and short-term reactions. We filter out that noise by basing allocation decisions on quantitative risk measures, historical evidence, independent research, and macro-regime analysis. We continuously assess portfolio risk and opportunity, adjusting exposures when our analysis indicates a change is warranted while keeping the portfolio aligned with your long-term financial plan.
TAX PLANNING
Tax strategy is most effective before a transaction or financial decision is made. CB Investment Management considers the tax impact of investment sales, equity compensation, charitable giving, retirement distributions, Roth conversions, business income, and estate transfers. We also provide tax preparation and coordinates with specialists on complex domestic and international tax matters.
EXPAT AND CROSS-BORDER PLANNING
CB Investment Management offers specialized services for US expatriates and clients with cross-border financial needs. Our planning considers investment structure, currency exposure, retirement accounts, FATCA and FBAR reporting, foreign income, and coordination with international tax specialists. The result is a coordinated financial strategy that accounts for how global mobility affects your investments, taxes, retirement, and estate plan.
ADDITIONAL SERVICES TO SUPPORT YOUR FINANCIAL PLAN
Beyond our core financial planning and investment services, we also offer solutions that support your broader financial strategy.
ULTIMATE SAVINGS ACCOUNT
A structured savings option combining liquidity, potential tax advantages, and long-term financial planning
ESTATE PLANNING
Legacy coordination that aligns legal documents, beneficiaries, ownership, family goals, and wealth transfer strategy
LIFE INSURANCE
Strategic protection planning for dependents, business or estate liquidity, and broader financial resilience
KNOW WHAT YOU'RE PAYING FOR
Large investment firms can make financial advice feel like a product: choose a portfolio, receive periodic updates, and measure success against a benchmark. But if you’re paying for advice, you should understand what that advice is doing for you.
Ask whether your advisor can explain how recommendations affect the things that matter to you. What does a change in portfolio risk mean for your retirement? How could a withdrawal strategy affect your taxes? Could an investment decision create consequences elsewhere in your financial plan?
CB Investment Management takes an educational approach to advice. We believe clients should understand the strategy, the tradeoffs, and the reasoning behind each recommendation, not simply accept it because an advisor says so.
WHY RESTON RESIDENTS CHOOSE CB INVESTMENT MANAGEMENT
Reston residents choose CB Investment Management for an approach that combines personal attention with integrated financial planning. When you partner with us, you’ll receive:
- Clear explanations behind every recommendation
- Direct access to experienced advisors
- Regular reviews as your goals and circumstances change
- Planning that connects investments, taxes, retirement, and estate considerations
- Guidance that helps you make confident financial decisions
HOW WE MEASURE PROGRESS
- Whether spending remains sustainable
- Whether taxes are being managed over time
- Whether portfolio risk remains appropriate
- Whether portfolio losses stay within the range your plan can absorb
- Whether key retirement or estate planning actions are being completed
Clients retain full account visibility through established brokerage platforms and receive transparent reporting.
PREPARING FOR A PRODUCTIVE FIRST CONSULTATION
Before your initial consultation, it helps to think about:
- The financial decisions you're trying to make
- The accounts or assets involved
- Any questions or concerns you'd like to discuss
- Your short- and long-term financial goals
From there, we’ll identify any additional information we need, explain our planning process, and determine whether CB Investment Management’s approach is the right fit for your goals and needs.
WHAT OUR CLIENTS SAY
he has managed my finances with great skill and success
Chris Belchamber has been my investment manager for over ten years now. During this time he has managed my finances with great skill and success, they are in extremely safe hands. His knowledge, experience and track record are second to none, and I have absolute confidence in him. On a personal level, Chris is always available to advise and discuss – he is patient and supportive. I would recommend his services to anyone who wishes to Invest Like the Best and see their investments grow safely and surely.
We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.
CB Investment Management takes a superior approach in which greater returns are achieved while simultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.
He sincerely values integrity and transparency
Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, “Invest Like the Best,” and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients’ best interests in mind. I completely trust and highly recommend him!Master the market with Invest Like The Best
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
Frequently asked questions
Yes. We evaluate concentrated stock positions and equity compensation as part of your broader investment, tax, and financial plan. Recommendations will depend on the type of security, plan rules, tax basis, transfer restrictions, and your personal circumstances.
We do. CB Investment Management offers specialized expat and cross-border planning and coordinates with international tax professionals. We recommend starting the planning process before a move, when there may be more flexibility around account structures, tax residency, and reporting requirements.
Passive funds may be used within a portfolio, but CB Investment Management does not treat passive exposure as a complete risk strategy. We monitor macroeconomic regimes and measurable risk and may adjust allocation rather than maintaining a fixed mix through every environment.
Yes. We believe your portfolio should be built around your financial plan. Lifetime spending, taxes, retirement timing, liquidity, and legacy goals help determine how much risk is appropriate and what each asset should accomplish.
BUILD A FINANCIAL PLAN THAT CAN ADAPT WITH YOU
Bring your investments, taxes, career decisions, retirement, and cross-border planning together with an experienced financial advisor serving Reston, Virginia.
CB Investment Management
- 8000 Towers Crescent Dr, Ste 1700, Vienna, VA, 22182
