Justin Holtz, CFP® in

Justin Holtz, CFP®

Captain · DISC type DS
Founder, CFP® at District Financial Advisors
📍 Purcellville, Virginia, United States

Justin Holtz is the Founder and a Certified Financial Planner® at District Financial Advisors. He specializes in providing comprehensive financial planning and portfolio management for federal employees and high-achieving families, leveraging his finance degree from Penn State University to inform his strategies.

Outside of his professional work, Justin is an outdoor enthusiast who enjoys hiking. He particularly appreciates spending time in the Shenandoah Valley, embracing the natural scenery of the region.

His firm is uniquely focused on the complex financial decisions faced by federal government employees during their career and in retirement.

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Experience
24 Years
Current Role
Founder, CFP®
Job Level
Leadership
Location
Purcellville, Virginia, United States
Personality Overview

How Justin shows up

Dynamic But Sincere
Planner & Achiever
Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Justin cares about

Federal Employee Retirement
His content and expertise are heavily focused on the specific retirement challenges and opportunities for federal employees, including TSP, VERA, and survivor benefits.
Holistic Financial Planning
He focuses on building comprehensive financial plans for families, covering everything from investment strategy and retirement to transitional life phases like career changes.
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Career

Work history

4-2008
Founder, CFP®
District Financial Advisors
4-2008
CFP®, Wealth Management Advisor
LPL Financial
1-2001 - 4-2008
CFP®
Next Financial
In the press

Media appearances

Interview with Justin Holtz, CFP, Managing Director, District Financial Advisors (DFA). Featured in FedChoice Gives
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Education
Finance
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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