Financial Advisors in Fairfax, VA - Mosaic District
8315 Lee Hwy
Suite 325
Fairfax, VA 22031
Focus Partners is your locally based investment advisor in Fairfax, VA in the Mosaic District - but we’re also so much more. Formerly David Wealth Management, our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the Mosaic District in Fairfax, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Fairfax, VA in the Mosaic District. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our local father-son duo provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. Beyond that, we are a family-focused team - we know that your family is your top priority, because it’s our top priority, too. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive. Let’s work together to make sure that you and your loved ones are well taken care of.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Fairfax-Mosaic District Team
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Jim David
CPA, PFS
Senior Wealth Advisor
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C.J. David
CFP®
Wealth Advisor
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Bryan Bach
Regional Vice President
Enjoy Some of Our Latest Resources
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October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article -
October 19, 2026
Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that valuation accurately reflects their risk.
Watch the video