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Peter Grose on ‘Communication Today with John Monsul’

Acorn would like to congratulate Peter Grose for his successful appearance Monday evening on Fairfax Channel 10 where he was a featured guest on ‘Communicating Today with John Monsul.’

Tune in to Fairfax Public 10 today at 8:30pm, Friday at 6:30am or Sunday 3:30pm to listen to Peter discuss a variety of topics ranging from China’s economic outlook to US monetary policy and the importance of working with a financial adviser.

4 Ways to Prepare for Retirement

Are you concerned with carrying excessive debt into retirement? Your comfort level may depend on the year you were born.

Managing partner, James Gambaccini, points out generational differences in retirement attitudes between Baby Boomers and the Greatest Generation in a recent Washington Post article.

If you are interested in reading about retiring your debt when you retire, take a look at the tips listed here.

How Exactly Do “Medicaid Annuities” Work?

A recent article in Financial Advisor IQ discusses the role single-premium immediate annuities (SPIAs) can play in preserving wealth when one spouse is nursing home-bound.

Acorn advisor, John Ryan, is quoted in the article outlining caveats when buying SPIAs, specifically in regard to the importance of correct beneficiary designations. Read the full article titled “Medicaid Annuities Offer FAs Long-Term-Care Tools” here.

Frank Jacobs Hits the Links with Chi-Chi Rodriguez

While away at the Crump Life Insurance Leaders Conference in Puerto Rico, Frank Jacobs ran into professional golfer Chi Chi Rodriguez cruising along in his custom-built, canary-yellow golf cart. Frank has yet to admit if he was privileged to a sword dance reenactment!

Acorn Financial Hosts 2nd Annual Golf Outing

Acorn Financial Services would like to thank all attendees of our 2nd Annual Tin Cup! It was a beautiful day for a golf outing and our team had a blast spending time with all of our guests at Hidden Creek Country Club.

We were happy to have golf pro and entertainer, Kelly Murray, with us for the day to put on a stellar show and to give players tips on the course. Thank you, Kelly!

We also want to thank everyone who purchased mulligans to support Our Daily Bread, a 501(c)(3) non-profit organization that provides food, financial assistance, and financial mentoring to local families in need. Special recognition goes out to Dondi and Michael Saunders for donating their portion of the 50/50 raffle back to the charity. We look forward to seeing you all next year!

Financial Threats to Consider

Are you living without crucial coverage such as life, health and disability insurance? Are you making big investment bets or failing to diversify your portfolio? A recent Wall Street Journal article titled “Are You Overlooking Big Threats to Your Finances?” spells out the consequences of misjudging risk and being overconfident in your investment strategy.

Is Concierge Medicine on Your Radar?

At Acorn Financial, we believe it is essential to consider out-of-pocket medical expenses in retirement as a critical component of your financial plan. Acorn advisor, Matthew Brennan, was recently quoted in Financial Advisor IQ encouraging clients to carefully research concierge medicine to determine if it is beneficial for their health and financial future.

Read the full article titled “Concierge Medicine Can Fill Health Care Gaps” here.

Wills, Trusts, Power of Attorney and Guardianship

Those may not be terms that you know anything about right now. This may be because many financial planners and wealth managers focus only on investment accounts. While managing your investments and planning for retirement are very important and a large part of what we do here at Acorn Financial, your investments are not the only thing that matters.
As comprehensive financial planners, it is also our duty to review the entire financial picture. One area that a lot of people tend to skip over is estate planning.
Having a well thought out estate plan can be the difference between ensuring your wishes are effortlessly and fully executed upon your passing or leaving your family with a very complicated puzzle that may take months or years to piece back together.
Take a look at these articles about the importance of a good estate plan:

Get ahead of your estate planning
10 Things Estate Planning Can Do for You

-Eric P. Scruggs, CFP

We’ve Moved Press Release

Tel. 703.293.3100        


Acorn Financial Services Announces Its Move to Reston, VA

Reston, Va., October 16, 2014 – Acorn Financial Services announces its move to 1875 Campus Commons Drive, Suite 100, Reston, Virginia.

“We have greatly enjoyed all of our years in the Fairfax office and we are looking forward to this exciting new phase in the growth of our organization.  We are moving into a new, larger office space that will accommodate Financial Planners, Estate Planning Attorneys, CPAs, and Insurance Specialists.  This move to an upscale, modern office space will enable us to better serve the planning needs of our clients as we continue to grow our team”, says James Gambaccini, managing partner at Acorn Financial Services.

Over the past few years, the number of financial advisors in the firm has grown substantially.  Collectively, Acorn Financial Services takes a holistic approach to organizing and simplifying their client’s goals and objectives.  At Acorn Financial, team members are dedicated to working in their client’s best interests and they are committed to maintaining open communication with their clients at all times.  They provide proactive, high-level service and consistently deliver advice that is suitable, unbiased, and timely.  They strive to deliver quality service to develop trust and to use their knowledge and experience to create value.


Founded in 1996, Acorn Financial Services is a comprehensive financial planning firm now based in Reston, VA.  The firm takes a holistic approach to organizing and simplifying client’s financial goals and objectives.  Employing a highly customized process, the firm aims to thoroughly understand the complexities of each client’s unique situation and how all of the pieces fit together.  The firm is founded on three core principles: 1) Maintaining honest, transparent, and open communication; 2) providing proactive, high-level client service; and 3) Consistently delivering advice that is suitable, unbiased and timely.

Oktoberfest Open House

October 2014 marked the beginning of a new chapter for Acorn Financial Services. The group officially relocated their main office to a newly built space in Reston, VA.  The firm has grown substantially over the past few years and the move to a larger space solidified the team’s ability to better meet the needs of their financial planning clients.  The new office space and the additional team members have equipped Acorn Financial to continue to provide holistic planning services designed to organize their client’s goals and objectives.

The move to the new office also coincided with the organization’s Annual Oktoberfest event. With over 100 clients in attendance the event was a terrific success and a wonderful introduction to the new location.

Acorn Tax Planning
1875 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone 703-293-3100

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