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.
Analyze
Implement
Evaluate
Discover
Your needs,
priorities, and goals
priorities, and goals
Analyze
Identify opportunities and risks: “Getting from point A to point B requires a roadmap; we guide you on steps to be taken to ensure the highest probability of success”
Implement
Deliver and execute recommendations: “Once the roadmap is developed, future success begins with a course of action…we work with you to schedule a timeline of steps to take to set you on the way to achieve your goals”
Evaluate
Monitor and Adjust the plan as needed…”there are bound to be known and unknown challenges ahead; we work with you every step of the way to help you stay on course“
Discover
Develop your defining goals…”what are your hopes and dreams for the future, how can we help you get there?”
Upcoming Events
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Thrift Savings Plan
Your Guide to a Confident Retirement
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
After being a client of Thrive Wealth Advisors for several years, I experienced a significant life event which required a total reset of my financial plan and investment strategy. They were there for me every step of the way, and went above and beyond to make the process as smooth as possible for me at a difficult time. Thank you all.
Susan
This statement is a testimonial by a client of the financial professional as of 09/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Cathy McCloy has been our financial advisor for over six years and it has been a great relationship, but there is a back-story here. When I finally retired in 2010, we initially set up our retirement accounts with a firm in Boston who had been my parents’ financial planners. But as the years went by, we tossed around the idea of bringing our accounts to someone closer to where we live in Fairfax Station, VA. Our daughter had set up her account with Cathy many years ago so when we shared the idea of centering our accounts, we asked her about her experiences with Cathy. She couldn’t have been more praiseworthy. So, we called Cathy. We laid out to her what we wanted to do and set the process in motion. Since we are in the position of setting up legacy accounts, Cathy set up all our investments in a series of accounts to meet our needs and we have never looked back. Our relationship has turned out better than we could have ever expected, and the results speak for themselves. Not only has Cathy been a true professional and trusted investment advisor, she has also been a good friend advising us about setting up programs such as a long-term health care program, in case we need one, and advising us setting up all necessary documentation to ensure that we and our children are totally protected as well as providing valued investment advice It is hard to overstate how much we appreciate Cathy's guidance over the years and will continue for as long as we need. We would recommend her as a true and trusted financial advisor. Cathy is the total package."
Colin & Rita H.
This statement is a testimonial by a client of the financial professional as of 09/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
My mother passed away in 2008 leaving me with an inheritance which I invested conservatively with Cathleen McCloy, now of Thrive Wealth Advisors, to fund my retirement, which was about a decade away. Cathy was a financial advisor to my mom, and before that to a cousin. My goal was to earn the most money while incurring the least risk. Cathy recommended a number of investments to create a balanced portfolio which over the years has grown appreciably. I am now enjoying the retirement I’d hoped for.
Neil C.
This statement is a testimonial by a client of the financial professional as of 09/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
These views may not be representative of the views of other clients and are not indicative of future performance or success.
Our Insights on Financial Planning & Wealth Management
Timely insights for you on retirement, investing, the economy and life.
Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market,...
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA....
In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help investors who wanted to contribute to retirement plans. Many of...
