Best Financial Advisors in Washington DC

Founded by Joe Cope and Luis Corrales, Cope Corrales offers financial advice to individuals, families, and business owners in and around Washington DC. It manages exchange-traded funds, stocks, and bonds, as well as venture capital, private equity, real estate, and low-risk asset investments. Other services include tax planning, insurance and business advisory, private banking, and family governance. Cope has been a financial advisor for nearly two decades while Corrales has helped hundreds of clients manage and optimize their financial capabilities.

Illumint by Kevin Mahoney, CFP® is a financial advisor operating in Washington DC that provides financial planning services and advice targeted to people in their late 20s and 30s. He helps young individuals and couples around the U.S. work around their student loan payments, mortgages, investments, and savings in a socially responsible way. Kevin Mahoney's financial insights have appeared in the New York Times, Washington Post, and Newsweek. Business Insider named him one of the best financial advisors in the U.S. for Millennials in 2020.

District Capital Management is a team of financial advisors and planners based in Washington DC. The company provides investment management services and helps clients achieve their financial goals. Its financial planners seek to understand clients' situations in order to create written financial plans that meet their needs. These plans cover investment accounts, tax minimization strategies, debt payment methods, retirements, and educational savings. District Capital Management has two CFA charterholders in its team. The CFA title is the highest possible investment designation.

North Financial is a boutique financial planning firm in Washington that serves clients virtually. The company specializes in providing effective and affordable fee-only advice to women and entrepreneurs. They offer four fixed-price sessions comprising: Free 30 Minute Consultation, Mini Financial Planning Session, Comprehensive Financial Plan, and Investment Management Services. The sessions are used to discover the client's goals, and the firm then provides a comprehensive financial plan to achieve them.

Opulen Financial Group LLC is a financial planning firm in Arlington that serves the Washington metro area. The company offers financial planning, investment management, risk management, and tax and estate planning. Their focus is on integrity, client service, and quality of advice. They employ a structured approach to help develop and prioritize their clients' goals, analyze their strengths and weaknesses, and propose specifically tailored solutions to help them meet their needs.

Monument Wealth Management offers its services in Washington DC and the nearby metro areas. It helps clients properly understand their financial risks and gain more control over their time and investment options. The firm's planners employ dynamic strategies and customized approaches to help clients plan their life and finances accordingly. Since its foundation in 2008, the company has been recognized by various organizations and publications, including the Northern Virginia Magazine and the Washington Business Journal.

Glassman Wealth Services is a firm of financial advisors that caters to clients in and around Washington DC. The firm offers services such as investment management, where its staff guides clients using investment strategies based on market research and portfolio models. It can also assist clients in planning for their retirement and estate. In addition, the firm re-evaluates these plans as circumstances change. Glassman Wealth Services is featured in Forbes and the Washington Post. Its founder, Barry Glassman, is a regular contributor to Forbes.

MainStreet Financial Planning offers its services in Washington DC and the surrounding metro areas. It helps individuals and businesses with retirement planning services, investment recommendations, and provider selection assistance. Jim Ludwick, the company's founder, is a Certified Financial Planner and a retired U.S. Air Force officer. The firm also offers Money@Work, a financial wellness program for employees which have been featured in several publications and news outlets such as The New York Times, CNBC, Business Insider, and Forbes.

Armstrong Fleming & Moore, Inc. possesses more than 35 years of financial planning experience, serving the residents of Washington DC and the surrounding metro areas. The firm offers a broad range of solutions, including tax planning, debt analysis, risk management, and insurance planning. Founder Alexandra Armstrong has been in the investment industry for more than 40 years. She has been awarded the P Kemp Fai, Jr., Award by the Financial Planning Association. In 2006, she was inducted into the Washington DC Business Hall of Fame.

Beden Wealth Management is a financial advisory firm located in Vienna that also serves Washington, D.C. With more than 35 years of experience, the firm's clients are predominantly lawyers and other high-income professionals. The firm also provides financial planning and wealth management services to widows. As of February 2021, the team has managed more than $425,000,000 in assets under advisement. Founder and principal Craig Beden was named among Financial Times' Top 400 Financial Advisers in 2020 and Forbes' Best-In-State Wealth Advisors in 2021.

Alex. Brown is a wealth management and financial planning firm that serves clients in Washington, D.C. The firm offers clients investment solutions and guides them on institutional equity coverage and equity capital market concerns. Likewise, the firm assists with alternative investments in real estate, commodities, hedge funds, and private equity. Clients can also opt for financial planning services, such as portfolio management, legacy planning, and asset preservation. Alex. Brown started in 1800 and helped launch Microsoft and Starbucks public.

Founded 29 years ago, Alpha Financial Advisors, LLC, has been providing financial advice to individuals, small businesses, and sole proprietorships and trusts in the Washington DC area. Virginia Magazine recognized it as one of the 2016 and 2020 Top Financial Professionals of Northern Virginia. The firm offers financial counseling, cash flow and portfolio management, and insurance counseling. It assists with tax, retirement, and estate planning. Alpha Financial Advisors is affiliated with FPA, NAPFA, CFP, and ChFC.

Delancey Wealth Management, LLC, offers financial planning services to clients in Washington DC. Its founder, Ivory Johnson, is a Chartered Financial Consultant and a Certified Financial Planner. He has been helping families and businesses create and protect their wealth for over 20 years. He also offers estate planning, risk and portfolio management, and retirement services. Furthermore, Johnson is a member of the CNBC Financial Advisor Council. Delancey Wealth Management received the Small Business Award in 2018 from the DC Chamber of Commerce.

Connemara Group is a financial planning firm that has been serving Washington DC and nearby areas since 2009. It assists clients in various areas, including financial planning with initial broad-based situational reviews, follow-up planning with periodic reviews, purposeful spending, professional organization & bill payment, and retirement income & estate planning. Investment advice and consulting services are also available. Connemara Group founder Thomas B. Conway practiced law for over 10 years before becoming a financial planner.

Halpern Financial serves the financial management needs of the Washington DC community. The firm's wealth management process integrates prudent investment management with planning solutions and tax management, which helps its experts create a total wealth plan customized to each client's requirements. Its services include investment planning, cash flow planning, and college planning. The company also assists clients nearing retirement and those thinking of multi-generational wealth transfers. Its founder, Ted Halpern, is an Accredited Asset Management Specialist.

Lux Wealth Planning is a financial advisor serving clients in Washington, D.C. It assists clients in achieving financial security through financial planning, cash flow and debt management, asset allocation, and flexible investment options. The firm specializes in developing the mechanisms that contribute to financial security, including having an investment process and personal discipline. Wealth management advisor Matt Aaron uses investment diversification to preserve wealth. He is also a proponent of entrepreneurship as a means of raising inner-city youngsters out of poverty.

Scott D. Fitzenreiter is a private wealth advisor with the Slater King Fitzenreiter Group who serves clients in Washington, D.C. He uses customized wealth management strategies to help clients to pursue their financial goals. Scott uses risk modeling and analysis for his non-profit clients, and he can refer them for investment policy development. Additionally, he was awarded the Bank of America Merrill Lynch Global Institutional Consultant title in 2017. Scott also served in the U.S. Army for nine years before joining Merrill in 1994.

Delta Financial Advisors, Inc., has been catering to individuals and families in Washington D.C. and the surrounding areas since 1991. Its line of services includes cash flow optimization, education planning, insurance and risk analysis, investment advisory and management, and tax planning and preparation. It also assists clients with their estate plans and savings. Delta Financial Advisors founder Beverly A. Fischetti brings over 30 years of experience in the financial services industry. She holds the Certified Financial Planner designation.