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Thrive Wealth Advisors

EST. AUM
$500,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
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Overview

Thrive Wealth Advisors is an independent, planning-led advisory firm based in Alexandria, Virginia. The team focuses on pre-retirees, retirees, and federal/military/government professionals, delivering comprehensive retirement planning, investment management, and ongoing advice. Services span Social Security optimization, pension/401(k) coordination, IRA rollovers, income planning, risk management, estate/legacy guidance, and eldercare planning. The practice emphasizes high-touch, goal-based planning supported by open-architecture investment access. Brokerage services are through LPL Financial, while advisory services are provided under Private Advisor Group’s SEC-registered RIA, combining local, independent advice with national operational scale.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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