About Wealthcrest Financial Services, LLC
<p>Investment advice and retirement planning for federal and military households is the focus at Wealthcrest Financial Services, LLC. Founded in 2017, the firm is headquartered in Springfield, Virginia, in the Washington, DC metro area, and works with active and retired service members, federal employees, and federal contractors.</p> <p>Wealthcrest provides 3(21) fiduciary services and operates as a <a href="/plan-advisors">plan advisor</a> for workplace retirement plans. Its retirement work includes guidance on 401(k) plans and the Thrift Savings Plan (TSP), along with support around SBP decisions and coordination with broader financial planning.</p> <p>Clients also use the firm for investment management and risk planning, including life and health insurance and long-term care planning, plus estate-related considerations. Wealthcrest’s independent structure allows it to recommend across providers rather than limiting advice to a single company’s products.</p> <p>As of 2026, Wealthcrest reports $0.3B in assets under management. One point that differentiates the practice is its day-to-day familiarity with federal benefits and military retirement systems, which shapes how it builds and monitors client plans.</p> <ul> <li>3(21) fiduciary plan advice</li> <li>401(k) and TSP retirement planning</li> <li>Investment management</li> <li>Insurance planning: life, health, and long-term care</li> <li>SBP and estate-planning coordination</li> </ul>
Website: https://www.wealthcrest.com/
Founded: 2017
Office Locations
- Springfield, VA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M