Anders Lundegard

Partner + Private Wealth Advisor

Anders Lundegård was born and bred in Växjö, Sweden. This mid-sized town, surrounded by deep pine forests in the middle south of Sweden, is otherwise mostly noted for producing world-class tennis champions, such as Jonas Björkman and Mats Wilander. Educated at the Royal Academy of Music in Stockholm and at Northwestern University as a Fulbright Scholar, Anders maintains his career as a saxophonist alongside with being a Financial Advisor.

Can you wonder, when you rank everything after your money, that no one renders you the love which you do not earn?

Quintus Horatius Flaccus (65-8 B.C.)

Anders earned his MBA along with designations such as Certified Financial Planner™ (CFP®), and Chartered Financial Consultant ℠ (ChFC®). By focusing on efficient tax strategies and disciplined investment planning, he strives to help his clients reach financial independence and a well-balanced lifestyle. During his career, Anders has had the opportunity to serve clients of all ages and has been challenged with a wide range of financial planning scenarios, including estate planning, small business planning, and divorce consultation. Anders believes that a well-thought-out investment strategy begins with an in-depth dialogue about the client’s past, present, and future concerns and goals.

In his leisure moments, Anders is an avid sailor and the proud owner of a 23-ft sailboat named after his two grandmothers Greta (port side) and Gudrun (starboard side).

Anders, along with guitarist and singer Al Baumann, is the co-founder of “The Swedish Jazz Duo.” His own semi-annual concert series at the Lyceum, a concert venue in Old Town Alexandria, alternates between chamber music and jazz performances, often featuring his compositions in both genres.

8133 Leesburg Pike Suite 780
Vienna, VA 22182
703-226-0008 Office
877-834-7916 Fax


  • Chartered Financial Consultant ℠ (ChFC®)
  • Insurance Agent for Life, Accident, and Health
  • 2004 to Present – Uniform Combined Agent (Series 66)
  • 2004 to 2016 – Registered Representative (Series 7)

Awards & Recognition:

  • Mercury Award – 2005 *
  • Private Wealth Advisor – 2009 *
  • Platinum Advisor 2006 – 2009 *
  • * criteria can be provided upon request