ALNA Wealth Management is a Virginia-based registered investment adviser specializing in retirement planning for federal civilian employees. The firm focuses on clients from GS-12 to SES who are within five years of retirement, particularly in the Washington, DC, metro area and Fredericksburg, Virginia. It also works with people outside federal service who face significant tax complexity as retirement approaches.

ALNA coordinates the major parts of federal retirement into a personalized strategy, including FERS pension income, Thrift Savings Plan (TSP) withdrawals, Social Security, taxes, investments, risk management, and healthcare considerations. Its planning addresses decisions such as survivor benefit elections and strategies intended to manage tax exposure and potential Medicare income-related surcharges. The firm describes itself as a fiduciary and highlights credentials including Certified Financial Planner and Enrolled Agent.

Prospective clients can begin with an introductory call, followed by a discovery meeting and a personalized financial strategy presentation with clear next steps. ALNA also offers a retirement scorecard, educational resources, and a free webinar focused on TSP taxes and retirement income.