Locke Asset Management

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

Phone:

571-271-5125

E-mail:

alocke@lockeadvisory.com

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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Newsletters

Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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