Mission:
Trung Vu has been in practice for over 20 years and has a B.S. in Finance and Marketing with a concentration in Economics from the University of Maryland. His goal is very simple, help clients reach theirs. His mission is to help clients reach their financial goals through a personal relationship based on personalized, knowledgeable advice. As a financial advisor, he believes success should be measured not just by your financial well-being, but how confident you feel about your future. Trung provides sophisticated planning and investment solutions to individuals, families, and companies from design through implementation on an unbiased and independent platform.
Awards:
2015 & 2016 Five Star Wealth Manager award- featured in the Washington post magazine*
Award from Ameriprise Financial:
- President Recognition award
- Circle of Success award
- Mercury award
- Family and financial security award
Area of service:
- Retirement planning
- Estate planning
- Investment planning
- Protection planning
- Family finances
- Wealth preservation
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.