PenFed Wealth Management
Empowering you to build the future of your dreams.
Expert guidance on your financial journey
We're here to help you turn your financial dreams into reality. Let's build a plan that works for you.
Make the most of your investments
Federal Employee Retirement System (FERS)
Thrift Savings Plan (TSP)
401 (k) Rollovers and IRAS**
Investment Planning
Civil Service Retirement System (CSRS)
College Funding
Tax savings and additional income***
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
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Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit Institution Plain English Disclosure for more detailed information.
**CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.
***Consult your tax advisor.