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.