Financial Adviser Near Me – Are you looking for a financial planner in the District of Columbia – Northern Virginia – Montgomery County? Trusting someone with your finances is a big decision. But what if you have too many options or don’t know where to start? This article aims to take the guesswork out of finding financial advisory services in Washington, D.C.
First, we’ve narrowed the field significantly to only fee-based financial planners who are committed to acting in your best interests.
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A fee-based financial planner is a financial advisor who does not charge a commission and offers transparent pricing. Unlike other financial advisors, a fee-based financial planner is not interested in selling you insurance or annuities that aren’t right for you. Only fee-based financial planners act as fiduciaries, meaning they swear to act in the client’s best interests. They are like your financial doctor.
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Two websites we use to find fee-based financial planners are the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
Second, our list includes only fee-based financial planners with CFP® status. The CFP® designation is the most recognized financial planning designation and requires extensive training and experience.
Unlike other ratings, we have intentionally excluded the amount of assets under management. We felt that the size of a firm’s assets had nothing to do with the quality of their services.
We searched like no other metropolitan area and needed to find a financial planner for our loved ones.
The Best Financial Advisors Near Me: Where To Find Them?
Here are the results of the best financial planners in Washington! They are in random order. I’ve included an abstract from their website and a short note about a leading financial planner. Please note that this is not an exhaustive list of local financial planners and represents my personal opinion based on the criteria above.
“North Financial Advisors is a professional financial planner with hands-on client service, with offices in Washington DC (Metro Center) and San Diego, CA (Gaslamp). We advise women and those planning to start a business on fixed financial planning with no minimum amount.”
North Financial Advisors is managed by Cady North, CFP®. I met Cady during the Northern Virginia Financial Planning Day, where many CFPs offer free advice to the DC community.
“Pavlov believes that financial planning is a collaborative, continuous and evolving process that provides the right strategic financial advice for your complex and ever-changing life. Pavlov Financial Planning was founded in 2010 to make complex financial solutions affordable. From the founder to the current owner, we always enjoy working with people who see the world from a global perspective.”
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Hui-chin Chen, CFP® specializes in helping Americans working abroad and green card/visa holders working in the US with their unique financial situation.
“I act as an independent fiduciary advisor providing financial planning and investment management services. I founded Dream Financial Planning to help two communities that are typically underserved by the financial planning community, youth and minorities.”
“Clarity Financial Planning offers fee-based, comprehensive financial planning for middle- and upper-middle income professionals with an emphasis on creating a women-friendly environment. The focus is on the process of integrating all aspects of a client’s financial life, sorting through the numbers, and sorting through the noise to determine a clear path to achieving desired goals.”
Claire Emory, CFA, CFP®, MA, MBA is the only financial planner on this list (besides yours truly) who holds the CFP® and CFA certifications.
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“Citrine Capital is a wealth management company that helps business owners, entrepreneurs and technology professionals preserve and create wealth. We do this by working with our clients to organize their finances, manage investments, set goals and priorities, plan for major life events, achieve financial independence, protect loved ones and minimize taxes.”
Citrine Capital is based in San Francisco, but one of their financial planners, Sefa Mavuli, CFP®, is based in Washington. One thing that makes Citrine special is that their lowest commission ($8,000) is more than the highest commission of the highest paid financial planners in Washington DC!
MainStreet Financial Planning, Inc. is a national fee-based financial planning firm. There is no minimum asset or income requirement to work with our financial planners, as we do not manage investment accounts or sell financial products. Our goal is to help our clients achieve financial independence.”
MainStreet Financial Planning DC office has three advisors: Anna Sergunina, CFP®, Liz Gillett, CFP®, and James Ludwick, CFP®.
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“Illumint offers premium financial planning for couples and families. CFP® Founder and CEO Kevin Mahoney helps peers navigate stressful financial decisions like paying off student loans, buying a home and investing their savings.”
“Our team offers comprehensive services in sustainable asset management and financial planning. We help our clients create, grow and protect wealth through proactive planning, ongoing support and accountability. We work with our clients 100% virtually.”
2050 Wealth Partners is the recent merger of CFP® Your Biggest Contribution CFP® Rianka R. Dorsenville and Lazetta Rainey Braxton, MBA, CFP® Financial Fountain.
“Entelechy is a fixed fee financial life planning and investment management company. Our mission is to help people use money as a tool to achieve their life goals and reach their full potential. We call it the integration of financial planning, investment management and tax planning and financial life management preparation, and we charge one fixed annual fee for this service that is not arbitrarily tied to the value of your investment portfolio or net worth.”
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Ben Brown, CFP®, EA, is the firm’s founder. In case you’re wondering (and I was), Entelechi describes an inner force that makes life and growth all that a person can do.
“Our approach is based on balance: living comfortably, spending, saving and investing. “Whether you want to join the military, change careers, or just live better now, we can help you create a plan that’s right for you.”
Like the top 10 financial planners in DC, District Capital is a trusted fiduciary and our team includes CFP®, AFC® and ChFC® professionals. We have a modern website and often provide free financial advice through our written and video blogs. We believe in comprehensive financial planning and cater to young and mid-career professionals in their 30s and 40s. We have been working since 2013.
1) Strong investment team. Our firm holds two CFA certifications; The CFA designation is considered the gold standard in investing. Our two founders manage a multi-million dollar pension/equity portfolio and regularly meet with investment analysts across the country. Our ears are very close to the ground when it comes to investment opportunities and risks. We also have a deep understanding of socially responsible mutual funds.
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2) We are a majority minority firm. More than half of our clients are ethnic minorities. The Financial Planners Association recognized this when it awarded our managing partner and financial planner Alvin Carlos the Retreat 2018 Diversity Financial Planners Association Scholarship. Many of our team members are military spouses who have the highest unemployment rate in the country due to their mobile lifestyle.
3) A strong pro-bono culture. Our firm’s financial planners regularly provide free financial advice to low-income families on a voluntary basis. Our free offers are published on our website. Our non-financial planning team members are active volunteers in their communities.
Our prices are competitive. We’re not the cheapest – we’re not willing to compromise on the value we offer. We are not the most expensive – we have found an effective and highly efficient way to create and implement plans using modern technology platforms and collective knowledge. Our mission is to provide first class personal financial planning advice at an affordable price and meet people where they are. tweet
Washington’s most famous financial advisor, perhaps the most famous. Their list is compiled by interviewing people who work in the DC financial industry. Although the Washingtonian is a highly regarded publication, their review has three limitations:
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SmartAsset is also a top-listed financial advisor in Washington, D.C. One of the main features of this study is that it focuses only on the number of assets under management of the firm. They list only advisers registered with the US Securities and Exchange Commission (SEC). This excludes many other DC registered investment advisers that are not registered with the SEC but are not registered in DC.
Finally, Yelp has a list of the best financial planners in DC, as well as customer reviews. While Yelp is my favorite restaurant review site, Yelp’s customer financial advisor reviews come with a big caveat. Washington and many other states currently prohibit financial planners from soliciting and publishing client reviews.
Based on our research, the cost of a paid financial planner in DC ranges from $2,000 to $60,000 per year! Financial planning is a very fragmented field, so we expect fees to be spread widely.
The lower end of the range usually requires a $1,000 down payment.
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