Northwestern Mutual

Alexandria, Virginia

CAPTRUST is an investment advisory firm in Alexandria, Virginia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 7 Google reviews.

St Cloud, Minnesota

Raymond James & Associates is an investment advisory firm in St Cloud, Minnesota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Alexandria, Virginia

Independent RIA

Stock Plan Advisory Group is a fee-only, independent registered investment adviser based in Alexandria, Virginia, serving individuals, families, and institutional clients. The firm specializes in financial planning and investment management with particular focus on retirement planning and equity compensation matters for Fortune 500 corporate employees. Founded by CFP® Wade Brittingham, the firm operates under a fiduciary standard in all client matters and receives compensation directly from clients rather than through commissions or third-party arrangements. Service areas include comprehensive financial planning, discretionary portfolio management, tax planning, estate planning, and family wealth coordination.

Alexandria, Virginia

Lasting Legacy Wealth Management is an independent financial advisory firm in Alexandria, Virginia that specializes in serving federal employees and their spouses. The firm offers retirement planning, investment portfolio management, estate planning, insurance planning, Social Security strategy, and charitable giving guidance. The advisor provides customized financial planning using specialized software and maintains ongoing client relationships with regular monitoring and adjustments. The firm also delivers estate planning services including multi-generational wealth transfer and legacy giving strategies.