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 U.S., with a median household income around $178,700 and high-value homes. Our residents often face complex compensation, federal benefits, and high-cost housing, alongside the goal of building a confident, tax-efficient retirement.

At Longevity Wealth Strategies, our mission is to simplify your financial life and help you extend your Wealthspan™, how long your wealth supports the life you want to live.

Who We Serve: Loudoun County Professionals

We work with local high-income professionals who need tailored strategies for their complex financial lives:

• Technology & Engineering Professionals: Working in data centers, cloud infrastructure, telecom firms, and major tech companies in Northern Virginia.

• Federal & Government Contractors / Defense & IT Specialists: Serving agencies and contractors in Loudoun County and the D.C. metro area.

• Business Owners & Local Executives: Leaders in professional, scientific, and technical services, managing personal wealth alongside business success.

Our strategies are designed for households with significant income and high-value homes, helping Loudoun families make confident financial decisions.

Financial Focus Areas for Loudoun County Residents

1. Complex Compensation Planning

RSU, Stock Option & Restricted Stock Strategies

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

2. High Cost of Living & Housing

Home Value Integration & Investment Balance

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

3. Future Tax Exposure

Tax-Efficient Accumulation & Withdrawal

High-income households benefit from advanced tax strategies: Backdoor Roths, Mega Backdoor Roths, HSAs, and wealth transfer planning to minimize taxes and maximize legacy potential.

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

Wealth Protection & Consolidation

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

Our Local Commitment & Approach

Being based in Northern Virginia allows us to provide guidance grounded in local insight and community experience.

At Longevity Wealth Strategies, all advice and strategies are objective, transparent, and fully aligned with clients’ financial goals.

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.