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
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
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
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
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 advisor serving professionals and entrepreneurs in their 30s and 40s in Washington D.C., Maryland, and Virginia.
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
Life is Complicated. Your Finances Don’t Have to Be. Sherman Wealth Management offers a personalized experience that ensures you are more empowered and equipped for the future.
Robin Kizito
CFP®, MBA
Addax Bridge Financial
, DC
Specialties: Holistic, Goal-Based Planning, Retirement Income Planning, Investment Management, Tax Planning, Education Planning, Estate Planning, Insurance Planning, Equity Compensation
Our Driving Mission: To create financial plans as unique as the people we serve.
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.
Dawn Mabery Chestnut
CFP®, MSPFP, ChFC®
Mabery Consulting, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Investment Management, Women’s Finance, Tax Guidance, Employee Benefits, Retirement INCOME Planning, Retirement SAVINGS Planning
Fee-Only financial planner located in Washington, DC, 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)
