Dean Knepper (CFP®, CPA)

Dean Knepper focuses in the
following client markets or areas of practice:

College/Education Planning

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Hourly fee consultations to solve your financial problems
Financial plans to reach your retirement, college, and other goals
In-depth retirement projections and probability analysis
Fee-only investment recommendations and implementation instructions
Advice on saving for college and strategies for maximizing college financial aid
Tax planning and tax return preparation for individuals and small businesses
Advice on 401k, pension, stock option, flex, and other employee benefit plans
Plan setup and advice on individual 401k plans for owner-only businesses
Life, disability and long-term care insurance needs analysis
Advice on cash management and debt reduction
Estate planning, including attorney referrals for document prep and legal advice

Additional Information

For over 30 years Dean Knepper CPA, CFP^® has advised individuals and business owners on a wide range of financial issues including investing, retirement, taxes, pension plans, stock options, college funding, employee benefits, and insurance.

Dean has had the honor of being recognized as one of the best financial advisors in Loudoun County Virginia in a readers poll conducted by Leesburg Today, and has been frequently called upon by the national media (Money, Wall Street Journal, New York Times, Bloomberg, MSNBC, Consumer Reports, and numerous professional publications) to lend his expertise on investment, retirement, tax, and college planning.

Dean is a graduate of Bowling Green State University and has completed the College for Financial Planning’s CFP^® Professional Education Program. He is a member of the American Institute of Certified Public Accountants (AICPA), the Virginia Society of Certified Public Accountants (VSCPA), the Financial Planning Association (FPA), and the Garrett Planning Network (GPN).