Financial Planning & Wealth Management in Loudoun County, VA

Tailored for Professionals Looking to Extend Their Wealthspan™

Welcome to Longevity Wealth Strategies, your local financial planning and wealth management firm, proudly serving Loudoun County, including Ashburn, Leesburg, Sterling, and the surrounding Northern Virginia region.

Loudoun County is one of the highest-earning communities in the United States, with a median household income near $178,700 and a high concentration of valuable real estate. Professionals here often navigate complex compensation structures, federal and contractor benefits, and high housing costs while working toward a confident, tax-efficient retirement.

At Longevity Wealth Strategies, our mission is simple. We help you extend your Wealthspan™, the length of time your wealth supports the life you want to live.

Who We Serve: Loudoun County Professionals

We work with professionals across Loudoun County who have built successful careers and significant income but need coordinated strategies to manage complexity and plan with clarity.

Technology & Engineering Professionals

Data Centers, Cloud, Telecom & Advanced Technology

Loudoun County sits at the center of global data infrastructure. We serve professionals working in cloud computing, data centers, cybersecurity, telecom, and advanced engineering roles throughout Northern Virginia. We help align equity compensation, bonuses, and concentrated stock positions with long-term wealth and tax efficiency.

Federal & Government Contractors

Defense, IT & Cleared Professionals

We support contractors and consultants working with defense, intelligence, and civilian agencies across Loudoun County and the greater Washington metro area. Our planning integrates retirement plans, deferred compensation, benefits, and tax strategies into one cohesive financial roadmap.

Business Owners & Local Executives

Professional, Scientific & Technical Services

We partner with founders, partners, and senior executives in Loudoun’s professional services and technology-driven businesses. Our focus is balancing business growth, liquidity planning, tax efficiency, and personal wealth so professional success translates into lasting financial independence.

Our strategies are designed for high-income households and families with meaningful assets, including high-value homes, equity compensation, and complex tax exposure. We help Loudoun County professionals make confident financial decisions today while preserving flexibility for the future.

Financial Focus Areas for Loudoun County Residents

1. Complex Compensation Planning

RSUs, Stock Options & Restricted Stock Strategies

We help professionals navigate equity compensation and deferred awards, creating tax-efficient strategies that convert high earnings into long-term wealth.

2. High Cost of Living & Housing

Home Value Integration & Investment Balance

With median home values above $650,000, real estate often represents a significant portion of net worth. We integrate housing decisions into your broader retirement plan, balancing mortgage strategy with investment growth.

3. Future Tax Exposure

Tax-Efficient Accumulation & Withdrawal

High-income households benefit from advanced tax planning, including Backdoor Roth strategies, Mega Backdoor Roths, HSAs, and long-term wealth transfer planning designed to minimize lifetime taxes.

4. Pre-Retirement Transition (Ages 40–60)

Wealth Protection & Consolidation

We consolidate 401(k)s, deferred compensation, pensions, and investment accounts into a clear roadmap, helping mid-career professionals transition confidently toward financial independence.

Our Local Commitment & Approach

Being based in Northern Virginia allows us to deliver guidance grounded in local insight and regional experience.

At Longevity Wealth Strategies, our advice is objective, transparent, and fully aligned with your goals, not products or commissions.

Schedule Your Complimentary Wealthspan Review™

Take control of your finances with advisors who understand Loudoun County, its economy, major employers, and high-earning professional community.

Let’s show you what your next financial breakthrough could look like.