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
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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?
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.