Timothy S. Mayer, CLU®, FSCP®

Wealth Management for Catholic Families

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PrimeauMayer Financial Timothy S. Mayer, CLU®, FSCP®
Manassas, VA

Serving Clients Nationwide

Wealth Management for Catholic Families

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Timothy S. Mayer, CLU®, FSCP®

Hi, I'm Timothy Mayer. As a wealth advisor for people with $1MM or more in investable assets, my mission is to lead my clients to financial freedom in a way that is consistent with their values, upholds their dignity, and is based on noble intention.

I help my clients to navigate a world filled with financial uncertainty, by enabling them to do the following:

▪️ Develop and implement a financial plan to keep their families on the right path

▪️ Make smarter decisions in today’s uncertain political, economic and social environment

▪️ Mitigate taxes

▪️ Take care of their heirs

▪️ Ensure assets are passed down to the next generation

▪️ Pursue a charitable giving strategy, if desired, that is in line with their family’s values and mission

While what I do is outlined by the list above, the most important thing I do on a daily basis is understanding each family’s values, beliefs, goals and the wishes they have for their future generations.

I am a grateful follower of Christ and a lifelong Catholic. Although many of my clients are of the Catholic faith, not all of them are – I work with anyone who shares the same beliefs and moral foundation as I do, regardless of their faith background. My values and ethics, flowing from my religion, are central to who I am and how I treat my clients.

Together my wife and I are raising five children in Prince William County, Virginia. Our Catholic faith is central to our family’s life and we regularly volunteer in our parish community.

Professional Designations

  • Chartered Life Underwriter (CLU)
  • Financial Services Certified Professional (FSCP)

Affiliations

  • Catholic Financial Planner Network

Primary Location

7900 Sudley Road, Suite 806 Manassas, VA 20109

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a phone call or virtual meeting with an advisor, using our Calendly booking tool. Simply select a date and time that works, and we’ll reach out to you. We look forward to speaking with you.

Offers Investment Management

Yes

About PrimeauMayer Financial

At PrimeauMayer Financial, we are Catholic financial advisors located in Manassas, Virginia. While we work with folks outside of the faith who share our values, our specialty is providing wealth management services to Catholic individuals, families, and business owners in Virginia and around the country.

Faith-based mission

We believe that Catholic people deserve a Catholic wealth management process that incorporates their values, beliefs, and practices. As faithful Catholics ourselves, we are active in our church communities and navigate many of the same life challenges as our clients.

Wealth management services for Catholic families and others with shared values

Our firm provides the opportunity to build and maintain a comprehensive, customized wealth plan for Catholic families. Our approach is to understand deeply our clients’ goals and develop a tailored wealth strategy in line with the Catholic faith.

Serving families approaching retirement

Our clients have successfully built a foundation for their retirement planning, and now they look for the vision and planning to carry out their aspirations of financial independence and stewardship.

Your journey of Catholic financial freedom

As a provider of wealth management services in Virginia, we recognize that every journey needs a guide. Your desire to accomplish great things with the years ahead, matched with our commitment to give financial advice consistent with your Catholic belief system, can lead to tremendous outcomes.

Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC.

Education

University of Oklahoma Master of Arts (MA), Interdisciplinary Studies, with an Emphasis in International Relations | Mount Angel Seminary, MA Cand., Theology; BA, Philosophy, Literature

Hobbies and Interests

  • Church
  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.