Brandon Lloyd

CERTIFIED FINANCIAL PLANNER™

I've spent my career on one question: where should capital live? Since starting in private equity in 2010, I've answered it for institutions, for families, and with my own money — through a comprehensive planning firm and a real estate investment company.

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Brandon Lloyd, CFP® — financial advisor and wealth manager in Arlington, Virginia
CEO — Mountain View Wealth Management, LLCComprehensive financial planning · Arlington, VA
Owner — iRe.AgencyReal estate investment firm & advisory
One career in capital allocation
2010
Began career in private equity — underwriting businesses and allocating capital
Wells Fargo Advisors
My previous firm — served as a financial advisor, bringing institutional discipline to individual families
Mountain View Wealth Management
Founded an independent, comprehensive planning firm in Arlington, Virginia
iRe.Agency
Built a real estate investment firm that brings fiduciary discipline to property investing
Why Mountain View Exists
“I have a view of how money should be managed — aligned with the client's interests at every step: from the first dollar saved toward a goal, to the day that goal is achieved.”
— BRANDON LLOYD

Here's the uncomfortable truth Brandon came to see up close: much of the financial industry isn't really in the business of making you money. It's in the business of gathering assets, collecting management fees, and selling products — and the larger the firm, the stronger the gravity of that model.

He had built a successful career inside one of the country's largest firms, and leaving made no sense on paper. But he didn't want to be a salesman building a corporate empire. He wanted to be a pure investor, aligned with his clients.

So he started Mountain View Wealth Management to do exactly that: a fiduciary firm with no products to push and no one to answer to but the client — where the only way the firm wins is when the people it serves do.

About

Planning like a fiduciary. Investing like an owner.

I began my career in private equity in 2010, evaluating businesses and deploying capital where the numbers — not the story — said it belonged. That discipline followed me to Wells Fargo Advisors — a previous employer — where I worked with individual families, and it's the foundation of everything I've built since.

Today I lead Mountain View Wealth Management, a comprehensive financial planning firm in Arlington, Virginia, where I hold the CERTIFIED FINANCIAL PLANNER™ certification and work with families on retirement income, investments, tax strategy, Social Security, insurance, and estate coordination — as one connected plan.

I'm also the owner of iRe.Agency, a real estate investment firm. We advise investors on real estate investments across the country — not from theory, but from the experience of underwriting, buying, and managing the real thing.

The two firms answer the same question from different directions. Clients get an advisor who has allocated capital professionally for over fifteen years — in public markets, in private markets, and in property — and who plans with the judgment that only comes from having skin in the game.

Two firms, one discipline

Where I put my work — and my own capital

Most advisors talk about diversification. I run companies on both sides of it: a fiduciary planning practice for financial life, and an operating real estate firm for the asset class most portfolios only read about.

Wealth Management
Mountain View Wealth Management

A comprehensive financial planning firm in Arlington, Virginia. Every engagement starts with the full picture and ends with one coordinated plan.

  • Retirement income & withdrawal strategy
  • Investment management & tax strategy
  • Social Security timing & Medicare coordination
  • Insurance, annuity review & estate coordination
Book a meeting →
Real Estate Investment
iRe.Agency

A real estate investment firm for investors who want real estate to work as hard as the rest of their portfolio — every opportunity identified, evaluated, and executed with the same discipline Mountain View brings to every dollar.

  • Acquisition analysis, deal evaluation & ownership strategy
  • Underwriting and due-diligence discipline from private equity
  • Real estate investment advisory for clients across the country
Visit iRe.Agency →
Why it matters

Credentials you can verify. Experience you can't fake.

Anyone can call themselves a financial advisor. The details below are the difference.

CFP®

The CERTIFIED FINANCIAL PLANNER™ certification — rigorous education, examination, experience, and ethics requirements, with a duty to act in the client's best interest when providing financial advice.

15+ years allocating capital

From private equity underwriting in 2010, to advising families at Wells Fargo Advisors, to running two firms — the through-line is disciplined capital decisions.

Relationships, not transactions

The families I work with stay for years, through retirements, home purchases, market swings, and the calls that come out of nowhere. You get a person who knows your whole picture — and answers the phone when it matters.

Free resources

Start with the questions that matter

Plain-English guides and working checklists my firm publishes — no cost, no obligation.

The Retirement Guide The four risks that never retire — longevity, inflation, volatility, and emotion — and how a real plan handles each. Read the guide → Social Security Claiming Guide Retirement's six-figure decision — and why your best strategy is unlike anyone else's. Read it → Retirement Readiness Checklist Twenty-five checkboxes across five pillars. One honest picture of where you stand. Score yourself → Estate Planning Checklist The plan your family will one day depend on — checked in fifteen minutes. Check your boxes →

One conversation. Zero cost. Full picture.

Bring your questions, your statements, or anything you've been shown. Whether it's your retirement plan or a real estate decision, you'll leave with answers — and you'll never be sold to.

Book a Meeting

Or call (571) 368-6178 — a real person answers.