What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the District of Columbia area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every District of Columbia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Andrew Katz-Moses
CFP®
Katz-Moses Financial, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Planning
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Zach Teutsch
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing
Fee-Only financial planner located in Washington, D.C., serving clients locally and across the country
Anna Sergunina
CFP®
MainStreet Financial Planning
Washington, DC
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Ari Weisbard
CFP®, JD
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Ben Brown
CFP®, EA
Entelechy
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation
Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.
Cady North
CFP®, MBA
North Financial Advisors LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.
Bridget Patel
CFP®
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Charitable Giving, Risk Management and Insurance, Estate Planning, Ethical Investing
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Cynthia Flannigan
CFP®
MainStreet Financial Planning
Washington, DC
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Brad Sherman
Sherman Wealth Management
Washington DC, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are changing stigmas, improving mindsets, imparting knowledge – around the concept of money and the financial industry – because we aim to empower each and every one of our clients, so that they are set up for personal success. It’s our calling.
Dawn Mabery Chestnut
CFP®, MSPFP, ChFC®, AIF®, MPAS®™
Mabery Consulting, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Investment Management, Women’s Finance, Social Justice Investing, Socially Responsible Investing, College Planning, Tax Planning, Special Needs Planning, Employee Benefits, Retirement INCOME Planning, Business Succession Planning, Retirement SAVINGS Planning
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Alvin Carlos
CFP®, CFA®
District Capital Management
Washington, DC
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, College Education Planning, Repaying Student Loans, Tax Planning, Socially Responsible Investing, Merging Finances & Accounts
Fee-only financial planner serving professionals and entrepreneurs in their 30s and 40s in Washington DC, Maryland, and Virginia.
Matthew Hunt
Bright Road Wealth Management
Washington D.C., DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
