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.

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic tre...
06/01/2026

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic trends. Please don't hesitate to reach out to chat further.

The latest issue of Market Month is available.

05/27/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

05/20/2026

Your principal residence offers a number of potential tax benefits, including the ability to deduct the mortgage interest and real estate taxes that you pay. You may also be able toexclude some or all of any capital gain resulting from the sale of your principalhome from federal income tax.

05/16/2026

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

05/13/2026

An income tax deduction may be available for up to 20% of the taxpayer's domestic qualified business income.

05/09/2026

What will you do with your tax refund?

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic tre...
05/07/2026

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic trends. Please don't hesitate to reach out to chat further.

See how the markets performed in April 2026 and year-to-date.

05/06/2026

The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic tre...
05/01/2026

Staying informed is key to staying on track. Hope you enjoy this month's briefing of market performance and economic trends. Please don't hesitate to reach out to chat further.

The latest issue of Market Month is available.

04/29/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

Address

19879 Mellon Circle
Ashburn, VA
20147

Opening Hours

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

Telephone

+15712715125

Website

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