Laurels

Best Financial Advisors in Washington DC
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Washington DC Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 172 118 37

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Beden Wealth Management

Beden Wealth Management is a financial advisory firm located in Vienna that also serves Washington, D.C. With more than 35 years of experience, the firm's clients are predominantly lawyers and other high-income professionals. The firm also provides financial planning and wealth management services to widows. As of February 2021, the team has managed more than $425,000,000 in assets under advisement. Founder and principal Craig Beden was named among Financial Times' Top 400 Financial Advisers in 2020 and Forbes' Best-In-State Wealth Advisors in 2021.

1593 Spring Hill Road, Suite 500E
Vienna, VA 22182

Website

Burt Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Burt Wealth Advisors is an independent boutique wealth management firm in Rockville that has been serving the greater Baltimore-Washington metro area for over 25 years. Their aim is to help clients to meet their goals while minimizing their risk. They focus on personalized service, disciplined portfolio construction, rigorous oversight, and detailed reporting. The company has won several awards and was featured in CNBS's Top 100 Fee-Only Wealth Management Firms in 2015.

6116 Executive Boulevard
North Bethesda, MD 20852

Website

Climate Finance Advisors, BLLC

Climate Finance Advisors, BLLC is a consulting and advisory firm that was founded in 2015 in Washington. Their mission is to facilitate the acceleration of sustainable, climate-smart investments, and to ensure climate considerations are integrated into financial products, services, and policies to make investment more resilient.

Washington, DC 20006

Website

Delta Financial Advisors, Inc.

  • Certified Financial Planner (CFP)

Delta Financial Advisors, Inc., has been catering to individuals and families in Washington D.C. and the surrounding areas since 1991. Its line of services includes cash flow optimization, education planning, insurance and risk analysis, investment advisory and management, and tax planning and preparation. It also assists clients with their estate plans and savings. Delta Financial Advisors founder Beverly A. Fischetti brings over 30 years of experience in the financial services industry. She holds the Certified Financial Planner designation.

10539 Metropolitan Avenue
Kensington, MD 20895

Website

Feldman Financial Advisors, Inc.

Feldman Financial Advisors, Inc. was founded in 1996 with headquarters in Washington. The company provides consulting, valuation and advisory services to businesses including commercial banks, thrift institutions, and insurance and mortgage companies. The firm’s areas of practice include mergers and acquisitions, stock conversion appraisals, corporate finance, strategic planning, valuations for tax, and litigation support. The company's senior professionals each have between 30 and 40 years of valuation and consulting experience.

Washington, DC 20036

Website

Geometric Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Geometric Wealth Advisors offers financial planning services to executives and individuals in Washington DC. Its financial planning services include comprehensive modeling and proactive guidance on financial matters such as retirement independence, debt management, and estate planning strategies. The company also offers portfolio management and tax preparation, investing, and filing. Its managing partner, Andrew Leonard, is a Certified Financial Planner. Additionally, Geometric Wealth Advisors works with various industrial partners, including Dimensional Fund Advisors and Vanguard.

1717 K Street Northwest
Washington, DC 20006

Website

Glassman Wealth Services

  • Retirement Planning
  • Certified Financial Planner (CFP)

Glassman Wealth Services is a firm of financial advisors that caters to clients in and around Washington DC. The firm offers services such as investment management, where its staff guides clients using investment strategies based on market research and portfolio models. It can also assist clients in planning for their retirement and estate. In addition, the firm re-evaluates these plans as circumstances change. Glassman Wealth Services is featured in Forbes and the Washington Post. Its founder, Barry Glassman, is a regular contributor to Forbes.

8000 Towers Crescent Drive
Vienna, VA 22182

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North Financial

North Financial is a boutique financial planning firm in Washington that serves clients virtually. The company specializes in providing effective and affordable fee-only advice to women and entrepreneurs. They offer four fixed-price sessions comprising: Free 30 Minute Consultation, Mini Financial Planning Session, Comprehensive Financial Plan, and Investment Management Services. The sessions are used to discover the client's goals, and the firm then provides a comprehensive financial plan to achieve them.

Washington, DC 20005

Website

Seneca Financial Advisors LLC

Seneca Financial Advisors LLC is an independent registered investment advisor with offices in Washington and Rochester whose mission is to help grow, manage, and protect their clients' personal wealth. Their financial planning and wealth management services are customized according to the client's individual needs. The firm's services cover planning for tax, retirement, employee benefits, education, healthcare costs, estate, and gifts, and they also offer advice on investment management, insurance, and banking and legal matters.

Washington, DC 20004

Website

The Family Firm Inc.

  • Retirement Planning

The Family Firm Inc. provides wealth management solutions to the residents of Washington DC. The company designs individualized financial plans tailored to its clients' needs, situations, and goals. It offers estate planning, education planning, retirement planning, charitable giving strategies, and asset protection strategies. Additionally, its financial advisors also help its customers in minimizing their taxes and choosing their investment options. The president of The Family Firm Inc., Nathan Gendelman, has been in the industry for over two decades.

8120 Woodmont Avenue
Bethesda, MD 20814

Website

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