Our Story

At The Sexton Group, our passion for you and your financial success is the cornerstone of our practice. We are committed to providing objective, high-quality advice and services to help simplify your life, and add meaningful value for you and your family. We seek to accomplish this through building trust and developing strategies to help protect and grow your family’s wealth.

As seasoned financial professionals who have earned important industry designations – Mary has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and Erik has achieved the Chartered Financial Analyst (CFA) certification – we offer important knowledge and experience to help empower you to make smart decisions about your wealth. Our emphasis on education and our commitment to outstanding service are aimed at taking the mystery out of the markets and bringing innovative thinking to our disciplined approach to financial planning.

We believe holistic wealth management means more than providing investment advice. It means helping you strengthen the financial independence you've worked your whole life to achieve. It means striving to ensure you have the means to pursue what's most important. And it means understanding you and your family as individuals with unique goals, values and circumstances, so we may develop effective strategies on your behalf.As our relationship evolves over time, we hope you’ll come to regard us as trusted stewards of your wealth, here to help you make informed decisions on any financial challenge you face. We are committed to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

With a complementary set of skills, knowledge and experience, we are a closely-knit team of seasoned professionals. We are innovative by nature, seeking out new capabilities to help to create greater opportunities for our clients, yet our fundamental outlook is decidedly “old school.” We value loyalty to each other and to the individuals and families we serve every day. We have deep roots in our community and a deeper commitment to sustaining its character for future generations. 

We help financially successful individuals and their families achieve their personal and professional goals through the development of long-term relationships and by continually aligning their goals and values with a custom-tailored financial plan. We enjoy sharing our knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges.


At The Sexton Group, our goal is simple: To provide objective, high quality financial advice to empower you with a level confidence, so you can spend less time worrying about your finances and more time doing those things that matter most to you and your loved ones. In essence, we help you change your life for the better.

    Working With You

    We come to work every day devoted to earning your trust and making a real difference in your life. To that end, we are focused on the following core values that underscore our commitment to an exceptional client experience:


    •  Integrity. Every recommendation we make will be focused on doing the right thing for you. We seek to help you simplify your financial life, offering the best solutions for your consideration with unbiased, objective advice. 


    •  Caring Relationships. We focus on building deep and longstanding relationships. We do this by working with a select group of individuals, families and organizations. This enables us to dedicate the time, attention and personalized service each deserves. 


    •  One-Stop Shop. We provide comprehensive solutions to address of your pressing financial needs and strive to be a trusted resource for any financial or life decision.


    •  A Team Approach. We believe you are entitled to the best advice possible. As a result, we have assembled a group of highly skilled professionals whose number one priority is you. We work in tandem with your accountant and estate planning attorney to gain the precise knowledge needed to effectively manage all aspects of your wealth.


    •  Service Excellence. We strive to provide the personalized service you would expect from a small investment boutique along with the resources of a major global firm. Your satisfaction is our priority. When it comes to service, we go above and beyond the basics. No matter how simple or how complex your needs, we are always here to help.

      Our Clients

      Our clients are much more than a portfolio of assets – they are people with active lives, who seek a team of advisors who will provide them with thorough, unbiased and carefully considered guidance on a full range of financial topics. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.


      We enjoy building deep and enduring relationships and have found we work best with individuals and families whose priorities focus on:





      • Working with a thoughtful financial advisor

      • A multi-generational view of family

      • A long-range picture of retirement and personal goals

      • A conservative approach to investing

      • Open conversations about wealth planning and investment expectations


      Our clients include:



      - Financially successful individuals 



      - Women seeking guidance for themselves and their family

      - Multi-generational private wealth families 

      - Retirees and individuals planning for retirement 

      - Business leaders and their families 

      - Non-profit institutions





      While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal passions.

        Location

        1747 Pennsylvania Ave NW
        Ste 900
        Washington, DC 20006
        US
        Direct:
        (202) 292-5334(202) 292-5334
        Toll Free:
        (800) 792-4411(800) 792-4411

        Meet The Sexton Group

        About Me

        A seasoned professional with more than 25 years of experience, Mary has dedicated her entire career to helping individuals and families simplify their financial lives. She is committed to long-term relationships and strives to deliver objective advice through exceptional client service. She listens carefully to her clients’ values and concerns, and works intently to help them achieve their financial objectives. 

        Growing up in a small town in Pennsylvania, Mary was inspired to follow a profession in finance by the local bank president who she wanted help families and members of the community achieve their goals. She began her wealth management career in 1984, becoming a Financial Advisor at Crestar Securities in 1989. She later joined the Morgan Stanley family in 1999, with a focus on educating clients about important financial concepts and helping to make a profound impact on the quality of their lives.

        Throughout her career, Mary has been committed to advanced learning. A graduate of Lehigh University, Mary earned the CERTIFIED FINANCIAL PLANNER designation in 2006. Most recently, she was recognized as a Family Wealth Advisor at Morgan Stanley. This credential places her in a category of advisors who are qualified to serve the sophisticated needs of ultra-high net worth families. 

        Mary’s passion for helping clients achieve their goals is equaled only by her dedication to her family and community through a variety of educational and philanthropic activities. She works closely with the Orphan Foundation and Foster Care to Success organizations and helps empower friends and neighbors through a program she developed called “Funktional Finances.” 

        Mary currently lives in Alexandria with her husband, Chris, her son, Dylan, her mother, Jean, and the family’s two golden retrievers. Active at her son’s school, she holds leadership positions on several finance-oriented committees. In her free time, Mary enjoys traveling, skiing and powerwalking around the neighborhood.
        Securities Agent: AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, LA, MA, MD, NC, NY, PA, SC, TN, TX, UT, VA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
        NMLS#: 1285143

        About Me

        A results-driven Financial Advisor with nearly 20 years of industry experience, Erik combines his deep knowledge of portfolio management with solid leadership skills and a disciplined, consultative and educational approach to guide individuals, families and business owners towards the achievement of their specific financial goals.

        Erik learned first-hand the power of investing at the age of 13, when he began investing his personal savings in a small amount of stock. As he watched the stock value rise and fall, he became more and more focused on how changes in the economy made an impact on his investment. This experience led him to a career that would help individuals gain the confidence and fortitude to make sound investment decisions. He became a Financial Advisor where he could educate his clients about important financial strategies and help them navigate the complexity of today’s markets.

        Shortly after earning his B.S. degree in Economics from Virginia Tech in 1997, Erik joined Morgan Stanley as a Financial Advisor, where he could leverage the global resources and technology from a premier global firm. He joined The Sexton Group in 1999 and earned his Chartered Financial Analyst (CFA) designation from the CFA Institute in 2006. 

        Erik takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He works diligently to demystify the investment and planning process by understanding their aspirations and values, so he may articulate the key activities to achieve their specific goals. Over the years, he has cultivated specialized skills in investment management and tax-efficient strategies, as well as retirement and estate planning. 

        Originally from Reston, Virginia, Erik currently lives in Falls Church, VA with his wife, Amy and daughters, Kendyl and Katelyn. Favorite activities include watching soccer and cycling.
        Securities Agent: AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, LA, MA, MD, NC, NY, PA, SC, TN, TX, UT, VA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
        NMLS#: 1274481

        About Me

        Drawing on more than 13 years of industry experience, Justin is often the first line of contact on a broad array of client specific services. Highly adept at answering client questions quickly and efficiently, Justin is passionate about providing excellent service. He not only knows how to meet each client’s specific needs, he knows how to anticipate them as well. His patience and knowledge help provide clients with confidence and peace of mind.

        Justin began his career in financial services in 2003 at Morgan Stanley’s office in Red Bank, NJ. He had the opportunity to work at this branch for seven years before joining the Washington, D.C. office in 2010. He joined The Sexton Group in 2014 and has been an integral member of the team ever since. A graduate of Monmouth University with a B.S. degree in Finance, Justin earned his M.B.A. in Finance from Fairleigh Dickinson University in 2008. He currently holds the Series 7 and 66 licenses. 

        Justin is a native of Frederick, Maryland. Favorite leisure activities include spending quality time with family and his church community. 
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