PenFed Weath Management Home Page
a couple watching laptop and similing

PenFed Wealth Management

Life throws a lot your way. Let PenFed Wealth Management be your partner in building a secure financial future. 

Schedule a Meeting
compass icon

Begin Your Journey

Hand shake icon

Meet Your Team

wealth icon

Our Services

calendar icon

Schedule a Meeting

contact us

Contact Us

desktop icon

Log In

Your financial journey, simplified

Whether you're saving for a dream vacation, retirement, or something in between, a solid financial plan is key. We can help you create a personalized plan that aligns with your goals. Let's talk about your financial future. Schedule a no-obligation meeting with an LPL Advisor today.

Our services

two people seeing document
rotating percentage icon

Retirement planning

An LPL Advisor can help you create a retirement plan that aligns with your goals and risk tolerance. We aim to help you make the most of your savings and ensure a comfortable retirement investment choices, so you can focus on what matters most.

dollar card icon

Education planning

An LPL Advisor can help you create a savings plan that will help you save for your child's or grandchild's college, graduate school, or even private school.

calendar time icon

Life insurance

An LPL Advisor can help you determine the right amount of life insurance coverage to protect your loved ones.

couple watching laptop
rotating percentage icon

Business services

An LPL Advisor can help you balance the needs of your business and your personal finances. We can help you with business insurance, financial advice, and other business services.

dollar card icon

Financial planning

An LPL Advisor can help you create a personalized financial plan that will help you work toward your goals, whether that's buying a home, starting a business, or saving for a rainy day.

calendar time icon

Simplify investing

Consolidate your financial planning and investing with PenFed Wealth Management. An LPL Advisor will bring experience and a holistic view to help you with your investments.

Our services

a girl holding a card and smiling
retirement icon

Retirement planning

An LPL Advisor can help you create a retirement plan that aligns with your goals and risk tolerance. We aim to help you make the most of your savings and ensure a comfortable retirement investment choices, so you can focus on what matters most.

education icon

Education planning

An LPL Advisor can help you create a savings plan that will help you save for your child's or grandchild's college, graduate school, or even private school.

insurance icon

Life insurance

An LPL Advisor can help you determine the right amount of life insurance coverage to protect your loved ones.

a couple watching laptop
business icon

Business services

An LPL Advisor can help you balance the needs of your business and your personal finances. We can help you with business insurance, financial advice, and other business services.

financial icon

Financial planning

An LPL Advisor can help you create a personalized financial plan that will help you work toward your goals, whether that's buying a home, starting a business, or saving for a rainy day.

simplify icon

Simplify investing

Consolidate your financial planning and investing with PenFed Wealth Management. An LPL Advisor will bring experience and a holistic view to help you with your investments.

Schedule a Meeting

LPL Financial Form CRS.

*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:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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.


  • ATMs & Branches
  • Careers
  • Foundation
  • Contact Us
  • About Us

PenFed credit union is federally insured by the National Credit Union Administration. Rates are current as of May 2025 unless otherwise noted and are subject to change.

APY = Annual Percentage Yield
APR = Annual Percentage Rate


  • facebook
  • twitter
  • linkedin
  • youtube
  • instagram
Download the PenFed app on Apple Store Download the PenFed app on Google Play
Read More about Equal Housing
Routing #256078446

©2025 Pentagon Federal Credit Union

Privacy
Security
Disclosures
Fees
Forms
Products

Head’s Up!

You are about to visit a third-party site not affiliated with PenFed.

This content is from a third-party website and we are not responsible for its information.

Continue

Get Started

×

LOGIN

JOIN