Robert Virden, ChFC®, RICP®

Domicile State: MD

Crescent Financial was established in 2009 by Robert Virden. As a seasoned Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) with over 25 years of experience, Robert brings a wealth of knowledge to guide clients in achieving their financial goals. His commitment is to see the bigger picture of their finances so he can offer the best options to keep them on track for their goals today, tomorrow, and as life changes. He specializes in crafting personalized strategies tailored to their unique situation - incorporating values, beliefs and faith-based considerations - whether it is ensuring a secure retirement, funding education for children or grandchildren, optimizing tax efficiency, strategic asset positioning, legacy planning for heirs or charities, and establishing a robust safety net for unforeseen challenges like illness, injury, or market fluctuations. His clients' financial wellbeing is his priority, and his extensive expertise is dedicated to navigating them through every aspect of their financial journey.

Robert is a passionate supporter of lacrosse and football, never missing a home game for his beloved University of Maryland Terrapins or the Baltimore Ravens. A proud alumnus, he gives back as a mentor in the Maryland lacrosse mentoring program, where he helps players prepare for their futures. When he’s not cheering his teams, Robert can be found by local streams, either by himself or with his friends, neighbors or sons, where he immerses himself in the art of fly-fishing, perfecting each cast with patience and precision.

For the tenth consecutive year in 2024, Robert has won the Five Star Wealth Manager award, and was featured as one of Washington, DC Metropolitan area’s outstanding Wealth Managers in the Washington Post 2024 Washington, D.C.

2024 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 10/16/2024 for the period covering 01/09/2024 – 08/09/2024. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.

Phone 571-946-8573
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