Reagan & James is a boutique fiduciary portfolio manager located in Irvington, VA, offering personalized financial services on the fidelity platform. With a focus on education and transparency, their team of experienced principals, including Keith C. Reagan Sr., provide tailored portfolio management and investment consulting to empower clients towards a secure financial future.
With over 30 years of industry expertise, Reagan & James prides itself on academic research-driven strategies and a commitment to building lasting relationships with their clients. Through no-cost consultations and a range of wealth management services, they strive to connect the dots financially and guide individuals towards their unique financial goals.
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