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Massie Financial Planning
Massie Financial Planning is a boutique, fee-only financial planning firm serving individuals, families, and retirees, especially those transitioning into...
Overview
Massie Financial Planning is a boutique, fee-only financial planning firm serving individuals, families, and retirees, especially those transitioning into retirement or in the sandwich generation. The firm focuses on comprehensive retirement strategies including tax optimization, income distribution, investment management, and long-term estate goals. It takes a personalized, proactive, high-touch approach for clients in the Alexandria and Washington, D.C. area.
General information
Firm type
RIA
Location
City
Alexandria
Principals
John
role at Massie Financial Planning; professional rugby player for Old Glory DC
Michael
CERTIFIED FINANCIAL PLANNER® professional
John
CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst® (CFA®)
Hannah
financial planning with emphasis in tax planning
David
financial services industry since 2007
Frequently asked questions
Who runs investment decisions at Massie Financial Planning?
The firm's principals oversee investment decisions, but specific names and titles are not publicly disclosed. Massie Financial Planning as an investment advisor.
Does Massie Financial Planning invest in private equity or venture capital?
The firm's investment approach is focused on traditional asset classes such as equities, fixed income, and cash equivalents. There is no public evidence of private equity or venture capital allocations.
What is Massie Financial Planning's typical client base?
The firm serves individual clients, trusts, estates, and retirement plans. It does not publicly disclose minimum account sizes or asset thresholds for new clients.
Is Massie Financial Planning affiliated with any larger financial institution?
No. The firm operates as an independent registered investment advisor with no disclosed ownership by or affiliation with banks, broker-dealers, or other financial firms.
Where is Massie Financial Planning domiciled?
The firm's registered office address is not publicly listed, but it operates as a US-based company.
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