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.
Find Your Number: How to Stay on Track and Grow Your Nest Egg
Protect Your Future: Safeguard Your Savings and Health in Retirement
Master Your Money Moves: Invest Smart and Catch Up with Confidence
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: March 2026 Recap
Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on February 28, 2026 with the U.S. and Israel launching an offensive against...
Market Commentary: February 2026 Recap
Grimes, featuring HANAWe Appreciate the Power And if you long to never die/Baby, plug in, upload your mind/Come on,...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
6350 Walker Lane Suite 500 Alexandria, VA 22310
Office Contact:
(Main) 703-813-5551
We’re by your side for all your needs, in business and in life.
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