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Hello there!

My name is Linh Trinh An - Founder and CEO of Money Umbrella LLC

With a doctorate and a former career in academia, I made a bold transition from higher education to high-level finance—driven by a clear mission: to help individuals and families protect what they’ve earned and build what they truly deserve.

I’m backed by a full-service financial planning firm with deep expertise across every area of wealth management, from accumulation to distribution, investment to succession.

At the heart of everything I do is a simple belief: your financial future deserves strategy, protection, and vision—not just guesswork.

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Services

I specialize in:
Risk management
Tax-efficient planning strategies
Legacy-focused estate planning
...backed by a full-service financial planning firm with deep expertise across every area of wealth management, from accumulation to distribution, investment to succession.

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Protect Your Income

Markets shift. Your cash flow shouldn’t.
Through strategic risk management—safe money options, cash flow planning, and sequence of returns protection—we help you stay strong through every market cycle.

Protect Your Assets

Keep more of what you earn.
Strategic tax planning minimizes liabilities and maximizes the wealth you keep—for today and for future generations.

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Protect Your Legacy

Secure what you’ve built. Preserve your values.

Legacy-focused estate planning ensures your wealth, business, and family are protected and passed on exactly as you envision.

Get in Touch

(571) 565-4929

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