Financial Planning in Vienna, VA & Oakton, VA

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

As long-standing members of the Vienna Business Association, this is more than where we work. It is where we live, raise our families, and build our futures. Our children attended local schools, and we understand firsthand the opportunities and pressures that come with building a career and life in Northern Virginia.

That local insight shapes everything we do.

Why Northern Virginia Professionals Choose Longevity Wealth Strategies

In this region, high-achieving professionals often face a familiar set of challenges:

• Complex compensation structures, including RSUs, stock options, and deferred compensation

• High-value housing decisions and significant mortgage considerations

• Elevated federal and state tax exposure

• The complexity of coordinating multiple employer plans, retirement accounts, and benefits

Our mission is simple.

We simplify your financial life and help you extend your Wealthspan™, the length of time your wealth supports the life you want to live.

Who We Serve: Vienna, Oakton & Greater Fairfax Professionals

We work with professionals across Vienna, Oakton, Fairfax County and Northern Virginia who have built successful careers and meaningful assets but need coordinated strategies to manage complexity and plan with clarity.

Technology & Engineering Professionals

Financial Services, Cloud & Advanced Technology

We serve technology and engineering professionals working with leading employers such as Capital One, Freddie Mac, AWS, Google, and Microsoft. Our planning aligns equity compensation, bonuses, and career-driven income with long-term wealth growth and tax efficiency.

Federal Employees & Government Contractors

Defense, Consulting & Cleared Professionals

We support federal employees and government contractors serving organizations including Leidos, Booz Allen Hamilton, CACI and Northrup Grumman. We integrate pensions, Thrift Savings Plan assets, contractor benefits, and tax strategies into one cohesive financial plan.

Business Leaders & Local Executives

Professional, Scientific & Technical Services

We partner with founders, operators, and senior leaders across Fairfax County’s professional and technical services sector. Our approach balances 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 significant assets, including $1M+ home values, equity compensation, and complex tax exposure. We help Northern Virginia professionals make confident, tax-efficient decisions today while preserving flexibility for the future.

Financial Focus Areas:

1. Complex Compensation Planning

RSUs, Stock Options & Deferred Compensation

We help technology and management professionals design coordinated, tax-aware strategies to maximize long-term equity value and reduce concentrated risk.

2. High Cost of Living & Housing Decisions

Integrating Home Equity into Your Plan

With median home values exceeding $1,000,000, housing is often a central component of net worth. We help balance mortgage strategy, liquidity needs, and investment opportunities within a comprehensive plan.

3. Managing Future Tax Exposure

Proactive Tax Planning & Roth Optimization

We guide clients through Backdoor and Mega Backdoor Roth strategies, HSAs, and Virginia-specific tax planning to reduce lifetime tax drag and improve long-term outcomes.

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

Consolidation, Protection & Clarity

We bring your financial life together by consolidating 401(k)s, pensions, deferred compensation, and investment accounts into a clear roadmap toward financial independence.

Our Local Commitment & Approach

Being Vienna-based means we understand more than your balance sheet. We understand your commute, your community, and the decisions that shape your life here.

Our advice is objective, transparent, and aligned solely with your goals. Every plan is designed to help you live well, not just retire well.

Schedule Your Complimentary Wealthspan Review™

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

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