Financial Planning in Vienna, VA & Oakton, VA

Local Wealth Management for Northern Virginia Professionals

Welcome to Longevity Wealth Strategies, your Vienna-based financial planning and wealth management firm proudly serving Vienna, Oakton, Tysons Corner, and the broader Fairfax County community.

As long-time members of the Vienna Business Association, we don’t just work here, we live here.

Our children went to school in the area, and we’ve experienced firsthand the opportunities and challenges that come with building a life and career in Northern Virginia.

That local understanding shapes everything we do.

Why Northern Virginia Professionals Choose Longevity Wealth Strategies

In this region, high-earning professionals often juggle:

• Complex compensation packages (RSUs, stock options, deferred comp)

• High-cost housing decisions

• Significant tax exposure

• The challenge of coordinating multiple retirement and employer plans

Our mission is simple:

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

Our clients reflect the professional landscape of Vienna, Oakton, and the greater Fairfax area:

• Tech & Engineering Professionals
  Working for leading employers like Capital One, Freddie Mac, AWS, Google, and Microsoft.

• Federal Employees & Government Contractors
  Serving at organizations such as SAIC, Mitre, and DXC Technology.

• Business Leaders & Executives
  Founders, operators, and managers within the professional, scientific, and technical services sectors.

We tailor strategies to the realities of $1M+ home values and high-income households, helping families make confident, tax-efficient decisions.

Financial Focus Areas for Vienna & Oakton Residents

1. Complex Compensation Planning

RSU, Stock Option, & Deferred Compensation Strategies

We help tech and management professionals create tax-smart, coordinated strategies to maximize long-term equity value.

2. High Cost of Living & Housing Decisions

Integrating Home Equity into Your Plan

With median property values exceeding $1,000,000, we help balance mortgage decisions, investment opportunities, and cash flow goals.

3. Managing Future Tax Exposure

Proactive Tax Planning & Roth Optimization

We guide clients through Backdoor and Mega Backdoor Roths, HSAs, and Virginia-specific strategies to minimize taxes over a lifetime.

4. Pre-Retirement & Midlife Transitions (Ages 40–60)

Consolidation, Protection, & Clarity

We bring your financial life together, 401(k)s, pensions, deferred comp, and build a personalized roadmap toward retirement confidence.

Our Local Commitment & Approach

Being Vienna-based means we understand not just your balance sheet, but your community, your commute, and your goals.

Our advice is objective, transparent, and rooted in your values. Every plan is built to help you live well, not just retire well.

Schedule Your Complimentary Wealthspan Review™