You should know who
is doing the work.
Khy Sweeney leads the client experience. Mark Sweeney leads the advice. Together, they stay personally involved from the first Wealthspan Review through the ongoing relationship.
The people you meet at the beginning stay involved in the relationship.
Longevity Wealth Strategies was founded by Mark and Khy Sweeney around a simple idea: complex financial decisions are easier to navigate when responsibility is clear and the people guiding the relationship know the full context.
Khy leads the client experience, communication, and follow through. Mark leads the financial advice, planning, and ongoing advisory relationship. Together, they remain personally involved as your financial life and the decisions around it evolve.
Khy Sweeney
Mark Sweeney
You are not introduced to the founders and then handed to a different team. The people helping you understand the relationship at the beginning remain responsible for the advice, communication, and follow through that come after it.
See how the relationship works →
Khy Sweeney
Khy’s role is to make a complex financial process feel structured, understandable, and well run.
Before co-founding Longevity Wealth Strategies, Khy built experience across leadership, operations, client service, and education. Her career includes work with AT&T and Ferguson Enterprises, a decade as an educator in Fairfax County Public Schools, and four years as a Division I collegiate volleyball player.
Those experiences shape how she approaches the client relationship. Operations taught her the importance of dependable systems. Teaching reinforced the value of making complicated information easier to understand. Athletics reinforced something equally important: consistency and preparation matter more than bursts of activity.
The process should feel organized. Communication should be clear. You should know what is happening, what is needed from you, and what comes next.
Khy is the first person you hear from after scheduling a Wealthspan Review. She coordinates scheduling, onboarding, paperwork, information gathering, and communication throughout the relationship. Her job is to keep the process moving and make sure details do not disappear between meetings.
Khy has built her career and family life in Virginia and remains actively involved in the local community. That connection to the area is part of the long term, relationship focused approach she brings to Longevity Wealth Strategies.
Mark Sweeney
Three decades of business experience. More than a decade advising clients on their financial lives.
Mark’s career began at Bell Labs and AT&T and later included senior roles with Prudential Advisors and New York Life. Across business leadership, entrepreneurship, and financial advice, his work has consistently involved helping people make decisions when several important variables are moving at the same time.
That experience shapes the way he works with clients today. Retirement timing, income, taxes, investments, healthcare, business interests, and family priorities rarely exist as separate decisions. Mark’s role is to help clients understand the tradeoffs, see how the pieces affect one another, and decide what deserves attention first.
The goal is not more information. It is better judgment about which decisions matter, how they connect, and what each choice changes.
Mark personally conducts every Wealthspan Review and leads the financial planning engagement. He remains the primary advisor as planning, investment management, and ongoing coordination move forward. When important financial decisions need to be evaluated, Mark is the person responsible for helping you understand the choices and their implications.
Mark grew up in Annapolis, Maryland and lives in Oakton, Virginia with his wife and co-founder, Khy. He has served as Chairman of the Board of the Vienna Business Association and as a member of the Reston Chamber of Commerce. He has also coached lacrosse in Annapolis, McLean, and Vienna and ice hockey in Reston.
Clear responsibility from the beginning.
The people who learn your situation at the beginning remain involved as decisions evolve.
You know who is responsible for the advice and who is responsible for keeping the process moving.
Your financial life does not need to be repeatedly explained to a rotating team.
You know who to contact, what is happening, and what comes next.
What clients often want to know.
Yes. Longevity Wealth Strategies is founder led by design. Mark leads the financial advice and remains the primary advisor. Khy leads the client experience, including scheduling, onboarding, communication, paperwork, and follow through.
Mark remains the primary financial advisor. He personally conducts every Wealthspan Review, leads the initial financial planning engagement, and remains involved as planning, investment management, and ongoing coordination continue.
Start with a Wealthspan Review with Mark. It is a 45 minute conversation designed to help you see how the important parts of your financial life currently fit together. There is no fee and no preparation is required. Khy follows up to confirm your meeting and help with next steps.
Your first conversation is with Mark.
Every Wealthspan Review is conducted personally by Mark Sweeney. It is a 45 minute conversation designed to help you see how the important parts of your financial life currently fit together and which decisions may deserve attention first.
Request a Wealthspan Review45 minutes. No fee. No preparation required.
Khy will follow up to confirm your time.