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 Washington, DC 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".
Every Washington, DC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kevin Mahoney
CFP®
Illumint
Washington, DC
Specialties: Investing Savings, Saving for College, Investing for a Flexible Retirement Timeline, Buying a House, Repaying Student Loans
Illumint offers online financial planning for Millennial couples. Located in Washington, D.C., Kevin Mahoney, CFP® specializes in the financial decisions that arise during our 20s & 30s as we repay student loans, buy a house, invest our savings, & prepare for kids.
Anna Sergunina
CFP®
MainStreet Financial Planning
Washington, DC
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide
Dawn Mabery Chestnut
CFP®, MSPFP, MPAS®, CFEI®
Mabery Consulting, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Investment Management, Women’s Finance, Social Justice Investing, Socially Responsible Investing, College Planning, Tax Planning
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.
Charles Ryan
CFP®
Atlantic Financial Planning
Washington DC, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Annapolis, MD and Washington, DC 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
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.
Chuck Donalies
CFP®
Donalies Financial Planning, LLC
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 75.
Thomas Conway
JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®
Connemara Group
Washington DC, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
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.
Ari Weisbard
JD
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
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
Fee-Only financial planner located in Washington, D.C., serving clients locally and across the country
Kathryn Kubiak-Rizzone
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Washington, DC serving clients locally and across the country
Bridget Patel
CFP® Candidate
Values Added Financial
Washington, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Brad Sherman
Sherman Wealth Management
Washington DC, DC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving the greater Washington D.C. area, and clients 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)
