Andrew Katz-Moses

CFP®

Katz-Moses Financial, LLC

Financial Advisor

Andrew Katz-Moses

CFP®

Katz-Moses Financial, LLC

Financial Advisor

I help educators build secure financial futures so they can focus on living their best lives now. - Andrew Katz-Moses, CFP®

Fee-Only financial planner located in Washington, DC, serving clients locally and across the country

Andrew Katz-Moses is a Washington, DC fee-only financial advisor serving clients locally and across the country. Katz-Moses Financial, LLC provides comprehensive financial planning to help educators and government employees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Katz-Moses is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Andrew Katz-Moses is a Washington, DC fee-only financial planner.


I help educators and government employees make sense of their finances so they can focus on living life.

When I was a teacher and DCPS staff member, I signed up with one of the salespeople pushing expensive 403(b) plans. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fueled a passion to help other educators.

Now I’m a CERTIFIED FINANCIAL PLANNER™ professional working with educators and city government employees in the DC area.

Andrew Katz-Moses is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Katz-Moses Financial works with educators and city government employees to build and implement comprehensive financial plans, including budgeting and cash flow, retirement planning, investment planning, insurance planning, and estate planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Student Loan Planning

Ideal Clients

  • Growing Families
  • Government Employees
  • Sudden Money Situations
  • Novice Investors
  • Educators

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Investment Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Andrew Katz-Moses is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Andrew Katz-Moses is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Andrew Katz-Moses is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Andrew Katz-Moses

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Office Locations:

  • By Appointment
    Washington, DC 20011

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