Locke Advisory Services LLC

Dedicated to providing independent wealth management, personal financial planning and tax services to help individuals and families succeed.

Independent Wealth Management, Personal Financial Planning & Tax Locke Advisory Services provides independent wealth management, personal financial planning and tax services. As an independent advisor, the firm is dedicated to helping individuals and families make sound financial decisions, plan for their future and implement appropriate investment strategies. Our first priority is to listen and learn about your dreams and goals, and where you want your life’s journey to go. Our ultimate goal is to help you succeed. The core value of our Firm is our commitment to work in the best interests of the clients we serve. Trust, Independence, Integrity, Competence, Experience. We are dedicated to building trusted, objective and long-term relationships with our clients. We do this by providing independent, personalized, knowledgeable, and comprehensive advice with the highest degree of integrity and customer service. As an independent, fee-only advisor, the Firm does not receive commissions, bonuses or fees related to the purchase or sale of securities, insurance or other products recommended to and purchased by our clients. If you, your family, friends, clients or colleagues are looking for investment management, personal financial planning or individual tax, please contact us at [email protected] and visit www.lockeadvisoryservices.com for additional information. Be sure to follow us for interesting articles, information, commentary and updates.


Medicare & You: Heart disease

Heart disease is responsible for 1 in 4 deaths in the US. Risk factors include high cholesterol, cigarette smoking, high blood pressure, obesity, inactivity and diabetes. Medicare may be able to help you or your loved ones.

Get information about how Medicare can help you prevent and detect heart disease. We accept comments in the spirit of our comment policy: http://newmedia.hhs...

Improving retirement savings trends look good but we still have a ways to go. But this survey only covers those who have help from a CPA/PFS. Hard to tell about the rest. This may change with the next downturn if savers get concerned about market, economic and political discourse.


Locke Advisory Services LLC

Since the beginning when I founded my firm, personal finance education has been an important part of my mission. With this in mind, I have launched a new "Learning Center" section of my website that includes articles, videos, flipbooks, newsletters, market watch information, a tax library, calculators and a glossary. Content changes as new information is available. Enjoy!

lockeadvisoryservices.com In providing our clients with an umbrella of comprehensive services, we offer tax preparation and planning services for individuals.


Videos | Locke Advisory Services LLC

2017 was a fascinating year for investors given the stock market run, political landscape and many other events. For a video review of the market in 2017, recent updates and interesting articles, be sure to visit these links:


lockeadvisoryservices.com Locke Advisory Services LLC (“Locke Advisory Services”) is a registered investment advisor in the Commonwealth of Virginia. This communication is strictly intended for individuals in Virginia. An investment advisor or investment advisor representative may only conduct business with residents.....


Locke Advisory Services LLC on LinkedIn: “Just added lots of new…


linkedin.com Just added lots of new informative and interesting content: 2018 IRA and retirement plan limits, stock market summaries and financial planning infor…

So You Want to Make an Investment?


lockeadvisoryservices.advisorwebsite.com "There are literally thousands of stocks, mutual funds, ETFs (Exchange-Traded Funds) and other securities to invest in.\u00a0 Even though ETFs have only been around for a short period of time relative to mutual funds and stocks, there are over a thousand ETFs available and the number is growing ever...

Equifax Breach: Actions to Consider


lockeadvisoryservices.com Equifax today announced a historic data breach where personal data for over 140 million people has been exposed to hackers. Equifax is one of three major credit bureaus. The data breach could have started as early as mid-May 2017, nearly 4 months ago, and was discovered by Equifax on July 29. Dat...


Celebrating 529 Plans on 529 Day


lockeadvisoryservices.com Celebrating 529 Plans on 529 Day, Saving for College

Locke Advisory Services LLC's cover photo


Risk Tolerance and Investing Emotion Go Hand-in-Hand


lockeadvisoryservices.com A common saying about investing is “buy low and sell high”. Sounds simple, doesn’t it? Ironically, markets often decline dramatically partly because investors become emotional and “bail out” by doing just the opposite: selling low. And many investors feel emboldened during market advances, buying...


Q1 2017 US Equity Market Off to a Strong Start


lockeadvisoryservices.com Q1 2017 US Equity Market Off to a Strong Start


Three Ways to Lower Your Insurance Costs This Year


lockeadvisoryservices.com When reviewing your auto, home and health insurance coverage, you might be surprised by how many ways you can save costs.

Locke Advisory Services LLC

Locke Advisory Services LLC's cover photo

Locke Advisory Services LLC

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19879 Mellon Circle
Ashburn, VA

Opening Hours

Monday 09:00 - 19:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 19:00
Thursday 09:00 - 19:00
Friday 09:00 - 19:00
Saturday 10:00 - 14:00
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