How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Alexandria, our mission is to provide quality investment and financial services that fulfill the needs and goals or our clients, with a comprehensive level of service. Our team of professionals are committed to providing you with a systematic program that strives to make your dream of financial independence a reality.
Whether your concerns lie in employee benefits, business continuation, insurance, planning for your children’s education, estate planning or planning for retirement – we can help. Our service goes beyond quick consultations and pre-packaged portfolio recommendations. We are committed to helping you define your goals and then pursue them with professional assistance you can depend on now and for the future.
Upcoming Events
Take a look at upcoming events hosted by our firm.
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Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
5568 General Washington Drive Suite A-217 Alexandria, VA 22312
Office Contact:
(Main) 703-813-5551
We’re by your side for all your needs, in business and in life.
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