Helping You Plan
a Brighter Future
Individuals and Families
We take a holistic approach to individual and family wealth planning including investing, lending, credit, budgeting, and more.
Business Services
Businesses come in all different shapes and sizes, and we’re here to help you with group benefits, retirement plans, insurance, and more.
Risk Management
We assist our clients by mitigating risk and tax exposure thru strategic use of life, disability, long term care and supplemental Medicare insurance.
Advanced Planning Services
We can help with special needs planning, trusts, and referral partners as well as estate planning, college funding, and more.
Meet Cortney
Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance. While spending most of her career in finance, she previously owned and operated Heykoop Photography for a handful of years when her children were young. This highly successful entrepreneurial endeavor gave her the confidence and experience to take on larger pursuits. After reentering the finance world in 2015, Cortney dreamed of stepping out on her own as an independent financial advisor.
In September of 2018, she opened the doors of Clover Leaf Wealth Strategies.
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Special Needs Mom
Cortney and Justin Heykoop adopted their oldest daughter from Russia when she was just 2 years old. She was quickly diagnosed with Autism Spectrum Disorder and the journey of being a Special Needs Family began. The Heykoops have found a tremendously supportive community and Cortney strives to give back and help other families through her financial services practice.
Knowledge Center
How to Make the Tax Code Work for You
TAX READ TIME: 4 MIN By April 19, 2019, 137 million taxpayers had dutifully filed their federal...
Understanding Long-Term Care
INSURANCE READ TIME: 3 MIN Addressing the potential threat of long-term care expenses may be one...
Lesser Known Provisions of the SECURE Act
RETIREMENT READ TIME: 4 MIN The SECURE Act was passed into law in late 2019 and changed several...
A Bucket Plan to Go with Your Bucket List
RETIREMENT READ TIME: 2 MIN John and Mary are nearing retirement and they have a lot of items on...
How to Make the Tax Code Work for You
TAX READ TIME: 4 MIN By April 19, 2019, 137 million taxpayers had dutifully filed their federal...
Contact Us
703.844.9822
cortney@cloverleafwealth.com
43177 Nikos Street
Leesburg, Virginia 20176