Aaron Troup

Aaron Troup CFP®, AIF®, APMA™

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:

• 1:1 financial advice based on your goals and needs.

• Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

• Regular meetings to review your goals, progress, and investments.

• Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

20 YEARS OF EXPERIENCE

Areas of focus

• Retirement Planning Strategies

• Investment Management

• Tax Planning Strategies

• Wealth Preservation Strategies

• Intergenerational Planning

• Women's Financial Strategies

• Charitable Giving

Qualifications

• CFP® CERTIFIED FINANCIAL PLANNER™

• AIF® Accredited Investment Fiduciary®

• APMA™ Accredited Portfolio Management Advisor™

Education

• B.A. Economics - University of Maryland, College Park

Awards & Recognition

• Murphy and Associates, Ameriprise Client Experience Award, 2020-2023

• Five Star Wealth Manager, 2021-2024

Professional associations

• Financial Planning Association

Interests

Aaron works with Federal executives, contractors, and retirees who are looking to achieve their best financial outcomes. His average client has at least 20 years of uniformed and/or civilian public service and may have transitioned to the private sector or plan to during their career.

Outside of work, Aaron enjoys being with his wife Kristen, and their two children, Emerson and Brenton. They support Navy and Maryland sports teams as a family and love to spend time outdoors together, especially on the water.