Mountain View Wealth Management, LLC is a registered investment adviser at 6001 Tower Ct. in Alexandria, just off I-395 at Duke Street, led by Brandon Lloyd, CFP®. We build retirement plans and manage investments for people in Alexandria and the nearby Fairfax County neighborhoods, with a focus on retirees, near retirees, and federal employees.
Schedule a Complimentary Strategy Session Or call or text (571) 368-6178. A real person answers.6001 Tower Ct.
Alexandria, VA 22304
(571) 368-6178 · Get directions
Just off I-395 at Duke Street (Exit 3). Meetings are by appointment, in person or by video.
| Monday | 9 AM to 6 PM |
| Tuesday to Friday | 8 AM to 6 PM |
| Saturday | 9 AM to 2 PM |
| Sunday | Closed |
Our office sits where the City of Alexandria meets Fairfax County, so most of our in-person clients are a short drive away:
We also work by video with clients across Virginia and the Washington DC area.
One plan, managed as a whole: retirement income design, Social Security claiming strategy, Thrift Savings Plan and 401(k) rollovers, tax aware withdrawal planning, Medicare and health care cost planning, and investment management custodied at Interactive Brokers. Our process is the MV Blueprint: survey, draft, build, and inspect, the way you would build a house.
Alexandria sits beside the Mark Center and a short drive from the Pentagon, so much of our work is helping federal employees and military families turn TSP balances, FERS pensions, and Social Security into a reliable retirement paycheck. We publish our thinking openly in our free resource library: guides, calculators, and plain English articles on the decisions that matter most. Changing jobs or retiring? Our free 401(k), TSP, and retirement plan guide walks through every option.
6001 Tower Ct., Alexandria, VA 22304, just off I-395 at Duke Street. It is minutes from Lincolnia, Landmark, Seminary Hill, Bren Mar, Parkfairfax, and the Mark Center. We meet in person by appointment or by video.
Yes. Mountain View Wealth Management, LLC is a registered investment adviser, which means we are required to act in our clients' best interest. We have no incentive to sell commission based financial products in your advisory accounts or place trades we do not believe are right for you.
Retirees and people within about ten years of retirement, federal employees planning around the Thrift Savings Plan and FERS, and professionals in Alexandria, the Fairfax County neighborhoods around Lincolnia and Annandale, Arlington, and the greater Washington DC area.
Advisory clients pay a transparent fee based on the assets we manage, described in our Form ADV. When an insurance product is the right tool for part of a plan, it is offered through our separate insurance agency, Mountain View Insurance Solutions, and we disclose how that works before anything is purchased.
Look us up on the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov (firm CRD 287865). We encourage every prospective client to verify any advisor there before hiring them, including us.
A complimentary strategy session: we discuss your goals, concerns, risk tolerance, and resources, then follow up with the strategy options available to you. It is step one of the MV Blueprint, our planning process, and there is no obligation and no pressure.
The strategy session is complimentary and pressure free. Bring your statements and your questions. If your current plan is already sound, that is exactly what we will tell you.
Schedule Your Strategy SessionMountain View Wealth Management, LLC, 6001 Tower Ct., Alexandria, VA 22304. Advisory services are offered only where the firm and its representatives are registered, licensed, or exempt. This page is educational and informational; it is not individualized investment, tax, or legal advice. Insurance products and services are offered through our independent agency, Mountain View Insurance Solutions.