Locke Advisory Services LLC

Locke Advisory Services LLC We provide independent wealth management, personal financial planning and tax services to help indiv Our ultimate goal is to help you succeed. Mr.

Independent Wealth Management, Personal Financial Planning & Tax

Art Locke, CPA/PFS, CFP is the founder of Locke Advisory Services LLC, a registered investment advisor in Virginia (www.lockeadvisoryservices.com). 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. We serve our clients by providing thoughtful and diligent management of wealth, financial planning, individual tax and business services. Our first priority is to listen and learn about your dreams and goals, and where you want your life’s journey to go. Locke received his Certified Public Accountant ("CPA") certification in May 1988. He is a credentialed Personal Financial Specialist ("PFS") through the Association of International Certified Public Accountants ("AICPA") and passed the Series 65 Uniform Investment Advisor Law Examination. The PFS credential is administered by the AICPA and is only available to CPAs. He also passed the CFP Board's CFP® Certification Examination and became a Certified Financial Planner ("CFP") in December 2019. From September 2011 through December 2016, Mr. Locke was a private investor performing fundamental and technical research, investing in a wide range of publicly trade equities, mutual funds and real estate. Prior to that, he served in an executive capacity for 5 publicly-traded companies, including Chief Financial Officer of 3. In 2006, he was a top 5 finalist for the 2006 Greater Washington Technology Council Public Company CFO of the Year. 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.

Inflation can erode the purchasing power of your savings and investments over time, making it important to consider inve...
06/20/2023

Inflation can erode the purchasing power of your savings and investments over time, making it important to consider investing in assets that can provide returns that exceed the inflation rate. Historically, stocks have provided higher long-term total returns than cash alternatives or bonds, but with greater risk of volatility and potential for loss. Diversifying your portfolio across different types of investments can help manage inflation risk, but it doesn't guarantee a profit or protect against loss. Check out this article for more information

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Many people want to save for retirement but are unsure of when to start and how much to save. Waiting to start saving ca...
04/26/2023

Many people want to save for retirement but are unsure of when to start and how much to save. Waiting to start saving can lead to a significant loss of potential earnings due to the power of compounding interest. Starting to save early, even with small amounts, and increasing contributions over time can greatly benefit future financial security. Check out this article for more information

If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Roth IRAs are tax-favored financial tools for retirement savings, allowing tax-free qualified distributions during retir...
03/22/2023

Roth IRAs are tax-favored financial tools for retirement savings, allowing tax-free qualified distributions during retirement. Contributions made to a Roth IRA are not tax-deductible, but withdrawals of contributions are tax-free and penalty-free, while withdrawals of earnings may be subject to taxes and penalties unless certain requirements are met. Check out the following article for more information.

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

With tax season right around the corner, everyone should understand what your tax burden might be, what tax breaks you m...
03/02/2023

With tax season right around the corner, everyone should understand what your tax burden might be, what tax breaks you might be eligible to receive and who shoulders the burden of tax revenue in our country. Check out the flipbook for more information on managing your tax burden and making better sense of the big picture.

This interactive publication is created with FlippingBook, a service for streaming PDFs online. No download, no waiting. Open and start reading right away!

Everyone should set financial goals along with strategies to achieve them. The financial management decisions you make t...
01/26/2023

Everyone should set financial goals along with strategies to achieve them. The financial management decisions you make today will shape your future, whether it’s saving for retirement, your child’s college education or buying your dream home. Check out the following flipbook to learn more about key issues to cover through a lifetime of sound financial management.

This interactive publication is created with FlippingBook, a service for streaming PDFs online. No download, no waiting. Open and start reading right away!

Congratulations to Lori Locke for being selected as one of the most powerful women in broadband media! She's an incredib...
12/10/2022

Congratulations to Lori Locke for being selected as one of the most powerful women in broadband media! She's an incredibly hard and smart working professional and a real inspiration for her family, friends and colleagues!

Congratulations to the Most Powerful Women Honorees 2022!

Address

Ashburn, VA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15712715125

Website

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Locke Advisory Services LLC

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. We serve our clients by providing thoughtful and diligent management of wealth, financial planning, individual tax and business services. 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.