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Invest With Vision & Clarity

 

Let’s Get Started

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Your Path to Financial Freedom & Success

 

Let’s Get Started

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Pursue Your Dreams & Goals

 

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Independence: We're On Your Side

 

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Locke Asset Management

44679 Endicott Drive, Suite 300-3050
Ashburn, VA 20147

Phone:

571-271-5125

E-mail:

alocke@lockeadvisory.com

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Independence, Integrity, Competence, Experience
 

These are the core values that form the foundation of our Firm's commitment to serve our client's best interests.

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Investment Management  |  Personal Financial Planning  |  Tax Planning & Compliance  |  Estate Planning

Financial Planning

Our personal financial planning services assist individuals and families in meeting their financial goals and priorities for retirement, education, financial independence, starting a business, key life events, major purchases and other family goals and commitments.

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Individual Tax & Business Services

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

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Investment Management

We manage client investments by implementing a customized investment strategy tailored to each client’s objectives. We work as a fiduciary in the best interests of our clients at all times.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck