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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.

​

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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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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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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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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