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title: Meet Renew Wealth Management | Fiduciary Advisor for Veterans & Federal Employees, and Executives - Renew Wealth Management
description: Renew Wealth Management is a Fiduciary Financial Advisor and Educator for Military Veterans, Federal Civil Servants and their Families, located in Washington D.
author: James Simon
---

# Meet Renew Wealth Management | Fiduciary Advisor for Veterans & Federal Employees, and Executives

Welcome to Renew Wealth Management — a fee-only fiduciary wealth management firm based in Alexandria, VA, founded by James Simon, CPA, CFP®.

We specialize in helping military veterans, federal employees, executives, and retirees navigate the financial decisions that matter most: FERS and military retirement benefits, TSP strategy, RSUs and equity compensation, estate planning, and tax-centric wealth management.

James holds a Master's in Management from Harvard University, along with a Harvard Graduate Certificate in Real Estate Investment, an MS in Personal Financial Planning from the College for Financial Planning, and a BA in History from the University of Florida.

He is also a retired U.S. Army Reserve officer with over 22 years of service, including five years at the White House Military Office where he served as a direct liaison to the CIA, FBI, DHS, as well as multiple federal agencies and departments, and currently serves on the DoD Investment Advisory Committee overseeing $2.8 trillion+ in military pension and trust funds. That background, military service, federal career experience, and an elite academic foundation — shapes how we advise clients who've served their country and built careers in federal service, always with a fiduciary duty to act in your best interest.

Learn more or schedule a consultation: https://www.renewwealthmgmt.com

#FiduciaryAdvisor #FederalEmployeeRetirement #MilitaryRetirement #FERS #TSP #WealthManagement #DoDInvestmentAdvisoryCommittee