Values Added Financial
Values Added Financial
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ari Weisbard, JD
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Ari Weisbard is a Washington, DC fee-only financial advisor serving clients locally and across the country. Values Added Financial provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ari Weisbard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ari Weisbard uses his expertise in estate planning, tax planning, employment matters, investing, buying a home, and many other topics to help clients make wise financial decisions and live more fulfilling lives. Before joining Values Added Financial, Ari spent 15 years working to advance progressive laws and policies at the DC Council, Employment Justice Center, and SEIU.
Ari lives with his family in Petworth. When he’s not providing financial advice, he’s usually playing with his kids, baking, sharing communal dinners, volunteering with Jews United for Justice, or advising on employment and estate issues at the Law Office of Ari Weisbard.
Ari graduated from Harvard College in 2003 and Yale Law School in 2008. He clerked on the Ninth Circuit Court of Appeals for the Hon. Michael Daly Hawkins. Ari joined Values Added Financial in November of 2017 and is a member of the District of Columbia and New York Bars.
Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.
We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time. We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ari Weisbard Has Received Training at the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Ari Weisbard has a Law Practice Focusing on Estate and Tax Planning
Ari Weisbard is Featured on Bolder Giving
Ari Weisbard is Mentioned in DC Financial Advisor Collective: "How Should You Approach Charitable Giving?"
Ari Weisbard Contributes to The Atlantic: "Two Couples, One Mortgage"
Ari Weisbard Co Authored: "What Albany Could Learn from New York City: A Model of Meaningful Campaign Finance Reform in Action" as Published on Stetson Law
Ari Weisbard Writes for the Yale Law Journal: "Buying an Audience: Justifying the Regulation of Campaign Expenditures that Buy Access to Voters"
Ari Weisbard is Quoted in The Washington Post: "District’s update of ‘living wage’ rate for contractors may lead to back pay for hundreds"
Contact Ari Weisbard
By Appointment Only
Washington, DC 20001