* Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Why Choose Us For Financial Planning?
Retirement planning is the primary focus of our business.
Optimizing your plan so you can enjoy the retirement you envision is complex and involves many variables – pensions, social security, 401(k)s, IRAs, health care, legacy planning, and more.
We work closely with you to create the plan you need for your retirement and stay with you to help make it happen.
With over 75 years of combined experience, we have the skills, credentials, and passion to help you to achieve your retirement dreams.
Retirement Freedom RoadmapTM
Your life is continually evolving and as a result there is no formulaic solution to financial planning.
We will customize a plan for your specific goals and expand it through the years.
We will customize a plan for your specific goals and expand it through the years.
National Strength, Local Focus
Independent Advice Backed by One of the Nation’s Leading Wealth Management Firms
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Our Guide for Federal Employees, Government Contractors and Military Professionals
TSP Rollovers and Your IRA Investment Options
Learn how to transfer your Thrift Savings Plan into an IRA to gain more investment flexibility, preserve tax benefits, and build a personalized retirement strategy for long-term financial growth.
Understanding Federal Employee Retirement Pension Benefits
Federal employees receive pensions through systems like FERS and CSRS. Understanding how these benefits work alongside TSP savings helps ensure a reliable and well-rounded retirement income strategy.
Best IRA Options for Your TSP Forms Rollover Needs
Choosing between Traditional and Roth IRAs depends on your tax situation and retirement goals. Selecting the right account ensures smoother TSP rollovers and optimized long-term growth.
Understanding IRS Audit Penalties and What You Should Know
IRS audits can result in financial penalties if tax rules aren’t followed. Learning what triggers an audit helps federal employees and retirees stay compliant and avoid unnecessary costs.
A Simple Federal Employees Retirement Checklist to Follow
IRS audits can result in financial penalties if tax rules aren’t followed. Learning what triggers an audit helps federal employees and retirees stay compliant and avoid unnecessary costs.
Our Financial Planning Services in Alexandria, VA
Retirement Planning
Visualizing your future and then providing you with an actionable roadmap to help get there.
Financial Planning
Empowering you to take control of your financial life through customized solutions to address your goals.
Estate Planning
We are all mortal but our legacies live on.
How to maximize your generational gifting.
Our Alexandria VA - Based Financial Advisor Team
Thrive Wealth Advisors is an independent financial advisory firm located in Alexandria, Virginia. Each of our financial advisors has over 20 years of experience, and extensive experience in retirement planning, investment management, and comprehensive financial planning. With well-regarded credentials including the Certified Financial PlannerTM professional, the Certified Retirement Planning Counselor®, and the Certified Senior Advisor (CSA)® designations, we are well-equipped to help you pursue financial independence leading up to and throughout retirement.
David Brower
, CFP®
Chief Investment Officer and Principal
Jim Worfolk, CRPC®, Certified Senior Advisor (CSA)®
Retirement Income Strategist and Principal
CRPC conferred by College for Financial Planning.
CSA conferred by the Society of Certified Senior Advisors.
CSA conferred by the Society of Certified Senior Advisors.
Cathleen P. McCloy
, CFP®
Principal and Wealth Advisor
Amy Eyles
Operations Manager
Jacob Brower
Financial Advisor
What Our Financial Planning Clients Say About Us
Our Insights on Financial Planning & Wealth Management
Timely insights for you on retirement, investing, the economy and life.
Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed...
A Roth IRA is a powerful tool for retirement savings, but income limitations can prevent high-income earners from contributing directly. The backdoor Roth IRA provides a strategic workaround. This method...
The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP) and...