John A. Calhoun

About John A. Calhoun

I’m an Independent Financial Advisor with Fiduciary capacities serving individuals/families, businesses and non-profits with over 30 years of professional experience. I specialize in offering a comprehensive wealth management approach that seeks to help clients grow, protect and distribute their assets in the most tax efficient way.I am able to simplify the complicated for my clients through a comprehensive wealth management system. My services include (but not limited to) Retirement, Estate and Business Succession Planning, Tax Efficient Strategies and overall Investment Management. I partner with other professionals (CPA’s and Estate Attorneys) to offer a holistic client experience.I have served as a featured speaker to various groups discussing the Financial Planning process and Wealth Management concepts. I am based in the Washington DC metro area (Alexandria, VA) and serve clients both locally and nationally.

Experience

1. Independent Wealth Management Advisor

   LPL Financial

   May 2025 — Present · Alexandria, VA, US

   SCF Securities, Inc has successfully merged into LPL Financial. The Wealth Management platform continues through LPL. The Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Education

• Morehouse College

  B.A. Degree, Political Science/ Business Administration

  1986 — 1990

Skills

• Retirement Planning
• Financial Advisory
• Financial Planning
• Wealth Management
• Wealth Management Services
• Investments