Tom Massie
CFP®
Massie Financial Planning, LLC
Financial Planner
Tom Massie
CFP®
Massie Financial Planning, LLC
Financial Planner
As a fee-only financial planner, I provide clarity for those focused on planning their successful retirement. Many of these clients will be responsible for navigating the complexities of caring for a relative and aren't sure where to begin. - Tom Massie, CFP®
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Tom Massie is a Alexandria, VA fee-only financial advisor serving clients locally and across the country. Massie FP provides comprehensive financial planning, investment management, long term care planning and tax planning to help pre-retirees and those in the sandwich-generation plan a successful retirement.
Many clients in this stage of their lives will be tasked with being the Power of Attorney, Caretaker or Executor for a loved one. We've assembled a team of specialists to make sure our clients provide the highest quality care to their relatives so they can age gracefully without sacrificing their own retirement goals.
Tom Massie is the Founder, Fiduciary and Fee-Only Financial Planner at Massie Financial Planning, LLC.
Within my role, I partner with clients to help them navigate some of life’s most challenging intersections. I designed Massie Financial Planning as a boutique firm for those who are transitioning into retirement, or have recently faced the challenges of caring for loved ones. And, the individuals that I work with often describe me as patient and exceptionally knowledgeable in planning. I truly live to help people who never set out to become wealthy — and those who need a trusted partner to navigate the complexities of retirement, being a caretaker or both.
In my free time, I enjoy spending time with my close friends and family, especially my wife, Michelle, and our chocolate lab, Penny. I can also be found watching football or playing golf. Additionally, my love for travel motivates me to explore new places, cultures and food, from enjoying a meal with friends to cooking with my family at home in Old Town Alexandria.
Tom Massie is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Life’s biggest financial decisions can be blurry.
We help you get clarity and get back to doing more with your money, family, and life. Our approach doesn’t start with what you have. It begins with where you are and what is likely to happen in the future.
We uniquely bring together all the resources you need, not just financial. We see around the corners for you and can bring a full stack of solutions. From the conversations you need to have, to the documents to get in place, to the existing resources that can lighten your burden and let you get back to your life.
We wrap all that into a financial plan that gives you the flexibility to do what you need to do while keeping your family and your lifestyle intact.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Sandwich Generation
- Widows and Sudden Money Situations
- Solo Agers
- Eldercare
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tom Massie is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tom Massie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tom Massie is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Tom Massie
Office Locations:
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277 S. Washington St.
Suite 210
Alexandria, VA 22314
