Who We Are

40 Years of Values Driven Retirement Planning

Your values are what are most important to you and your family. We help you create a financial plan guided by your values so you can enjoy your years of retirement.

Every decision we make and every thought we have, whether we know it or not, is predicated on our values.
For over forty years, we at Values Based Wealth Management have been assisting families with protecting their wealth and establishing legacies by creating a well thought out and comfortable financial position.

Managing Family Wealth is a very complex and important responsibility, so we want to create a strong, open, and involved relationship with you. We start by examining what your values are. We will also thoroughly discuss your family’s current dynamics, as well as current and future goals. As you continue in your retirement planning, we will monitor your progress and regularly report back to you so you can live your life worry-free!

Our Philosophy

We at Values Based Wealth Management help you take the things that are most important to you and construct a plan that addresses these concerns. You will be walked through our five-step process that makes the formation and implementation of your plan clear, concise and accurate.

Our Mission is Attention and Service. Attention to your needs, concerns, and questions and Service to make sure that your concerns are addressed, questions answered, and decisions properly implemented.

We are here at your service and hope that you let us help to remove the confusion, apprehension and concerns that you have with your family’s financial future.

Thank you for visiting Values Based Wealth Management!

40

Years of Values Based Retirement Planning

100s

of Satisfied Clients

Our Team

Values Driven Financial Experts

Our financial experts are here to help you plan for the future guided by your values.

Brett W. Hagen

Founder and Director of Values Based Wealth Management

Office: 703.222.1300
Fax: 703.222.1302
Email: brett@valuesbasedwm.com

Brett has been advising individuals and families about financial matters for over forty years.

His approach is slow, methodical and empathetic. First, he establishes a warm rapport with clients, asking questions to make sure that he understands what is important to them. Brett conducts annual meetings with clients to review performance, reconfirm financial health goals, or just make adjustments as economic or lifestyle conditions warrant.

Brett, and his wife Pat have raised their Family in Northern Virginia for over thirty years. They have a daughter, two sons, and a granddaughter. He currently is on the Financial Council at his church.
Brett W. Hagen

Founder and Director of Values Based Wealth Management

Office: 703.222.1300
Fax: 703.222.1302
Email: brett@valuesbasedwm.com

Brett has been advising individuals and families about financial matters for over forty years.

His approach is slow, methodical and empathetic. First, he establishes a warm rapport with clients, asking questions to make sure that he understands what is important to them. Brett conducts annual meetings with clients to review performance, reconfirm financial health goals, or just make adjustments as economic or lifestyle conditions warrant.

Brett, and his wife Pat have raised their Family in Northern Virginia for over thirty years. They have a daughter, two sons, and a granddaughter. He currently is on the Financial Council at his church.

We are always developing new and better ways to serve our clients.

We're working on new resources all the time that will make it easier than ever to navigate the world of financial planning. Keep checking back!

In the meantime, you can reach Values Based Wealth Management at info@valuesbasedwm.com or (703) 222-1300.