Expertise.com
2024

Last updated:

Best Financial Advisors in Washington DC

Our Recommended Top 21

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

156

Reviewed

102

Curated

21

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
1676 International Drive, Suite 640, McLean, VA 22102
  • Retirement Planning
  • Tax Advisory
  • Wealth Management

Why choose this provider?

Brighton Jones offers wealth management advice and solutions in Washington, D.C. Its CFO staff works to gain a thorough understanding of each individual's present lifestyle and long-term aims to create and carry out a personalized financial plan. The team matches clients' wealth with their core values in various facets of financial planning, including taxes, retirement, executive compensation, investments, estate planning, and charity giving. Brighton Jones has assisted more than 4,000 clients since its founding in 2000.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

Website
67 Forest St, Suite 271, Washington DC, DC 01752
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Washington DC, DC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
8000 Towers Crescent Drive, Vienna, VA 22182
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Glassman Wealth is a forward-thinking financial advisory firm dedicated to empowering Washington D.C. individuals and families to achieve their financial goals with confidence and clarity. Offering a comprehensive suite of services including, investment management, retirement planning, and tax and estate planning, the firm provides personalized wealth management solutions tailored to each client's unique circumstances, priorities, and aspirations. Through transparent communication, diligent research, and a commitment to fiduciary responsibility, it builds lasting relationships based on trust and integrity.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Arlington, VA 22209

Why choose this provider?

Opulen Financial Group LLC is a financial planning firm in Arlington that serves the Washington metro area. The company offers financial planning, investment management, risk management, and tax and estate planning. Their focus is on integrity, client service, and quality of advice. They employ a structured approach to help develop and prioritize their clients' goals, analyze their strengths and weaknesses, and propose specifically tailored solutions to help them meet their needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
4.6 / 5 (5)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4301 50th Street Northwest, Washington, DC 20016

Why choose this provider?

District Capital Management is a team of financial advisors and planners based in Washington DC. The company provides investment management services and helps clients achieve their financial goals. Its financial planners seek to understand clients' situations in order to create written financial plans that meet their needs. These plans cover investment accounts, tax minimization strategies, debt payment methods, retirements, and educational savings. District Capital Management has two CFA charterholders in its team. The CFA title is the highest possible investment designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1701 Duke Street, Alexandria, VA 22314
  • Private Wealth Advisor

Why choose this provider?

Monument Wealth Management offers its services in Washington DC and the nearby metro areas. It helps clients properly understand their financial risks and gain more control over their time and investment options. The firm's planners employ dynamic strategies and customized approaches to help clients plan their life and finances accordingly. Since its foundation in 2008, the company has been recognized by various organizations and publications, including the Northern Virginia Magazine and the Washington Business Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
816 Connecticut Avenue Northwest, Washington, DC 20006

Why choose this provider?

Founded by Joe Cope and Luis Corrales, Cope Corrales offers financial advice to individuals, families, and business owners in and around Washington DC. It manages exchange-traded funds, stocks, and bonds, as well as venture capital, private equity, real estate, and low-risk asset investments. Other services include tax planning, insurance and business advisory, private banking, and family governance. Cope has been a financial advisor for nearly two decades while Corrales has helped hundreds of clients manage and optimize their financial capabilities.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
641 S Street NW, Washington, DC 20001

Why choose this provider?

Illumint by Kevin Mahoney, CFP® is a financial advisor operating in Washington DC that provides financial planning services and advice targeted to people in their late 20s and 30s. He helps young individuals and couples around the U.S. work around their student loan payments, mortgages, investments, and savings in a socially responsible way. Kevin Mahoney's financial insights have appeared in the New York Times, Washington Post, and Newsweek. Business Insider named him one of the best financial advisors in the U.S. for Millennials in 2020.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)
Yelp
5.0 / 5 (7)

Website
Washington, DC 20005

Why choose this provider?

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.

Website
801 17th Street Northwest, Washington, DC 20006
  • Retirement Planning

Why choose this provider?

Alex. Brown is a wealth management and financial planning firm that serves clients in Washington, D.C. The firm offers clients investment solutions and guides them on institutional equity coverage and equity capital market concerns. Likewise, the firm assists with alternative investments in real estate, commodities, hedge funds, and private equity. Clients can also opt for financial planning services, such as portfolio management, legacy planning, and asset preservation. Alex. Brown started in 1800 and helped launch Microsoft and Starbucks public.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
20365 Exchange Street, Ashburn, VA 20147
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Halpern Financial serves the financial management needs of the Washington DC community. The firm's wealth management process integrates prudent investment management with planning solutions and tax management, which helps its experts create a total wealth plan customized to each client's requirements. Its services include investment planning, cash flow planning, and college planning. The company also assists clients nearing retirement and those thinking of multi-generational wealth transfers. Its founder, Ted Halpern, is an Accredited Asset Management Specialist.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
20 F Street Northwest, Washington, DC 20001
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Delancey Wealth Management, LLC, offers financial planning services to clients in Washington DC. Its founder, Ivory Johnson, is a Chartered Financial Consultant and a Certified Financial Planner. He has been helping families and businesses create and protect their wealth for over 20 years. He also offers estate planning, risk and portfolio management, and retirement services. Furthermore, Johnson is a member of the CNBC Financial Advisor Council. Delancey Wealth Management received the Small Business Award in 2018 from the DC Chamber of Commerce.

Attorney Information

Attorney NamesExperience
Ivory Johnson - Founder17 yrs

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1800 M Street Northwest, Washington, DC 20036
  • Certified Financial Planner (CFP)

Why choose this provider?

Armstrong Fleming & Moore, Inc. possesses more than 35 years of financial planning experience, serving the residents of Washington DC and the surrounding metro areas. The firm offers a broad range of solutions, including tax planning, debt analysis, risk management, and insurance planning. Founder Alexandra Armstrong has been in the investment industry for more than 40 years. She has been awarded the P Kemp Fai, Jr., Award by the Financial Planning Association. In 2006, she was inducted into the Washington DC Business Hall of Fame.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1152 15th Street Northwest, Washington, DC 20005
  • Certified Financial Planner (CFP)

Why choose this provider?

Scott D. Fitzenreiter is a private wealth advisor with the Slater King Fitzenreiter Group who serves clients in Washington, D.C. He uses customized wealth management strategies to help clients to pursue their financial goals. Scott uses risk modeling and analysis for his non-profit clients, and he can refer them for investment policy development. Additionally, he was awarded the Bank of America Merrill Lynch Global Institutional Consultant title in 2017. Scott also served in the U.S. Army for nine years before joining Merrill in 1994.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Avvo
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2001 Pennsylvania Avenue Northwest, Washington, DC 20006
  • Estate Planning

Why choose this provider?

Lux Wealth Planning is a financial advisor serving clients in Washington, D.C. It assists clients in achieving financial security through financial planning, cash flow and debt management, asset allocation, and flexible investment options. The firm specializes in developing the mechanisms that contribute to financial security, including having an investment process and personal discipline. Wealth management advisor Matt Aaron uses investment diversification to preserve wealth. He is also a proponent of entrepreneurship as a means of raising inner-city youngsters out of poverty.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1455 Pennsylvania Avenue Northwest, Washington, DC 20004
  • Certified Financial Planner (CFP)

Why choose this provider?

Connemara Group is a financial planning firm that has been serving Washington DC and nearby areas since 2009. It assists clients in various areas, including financial planning with initial broad-based situational reviews, follow-up planning with periodic reviews, purposeful spending, professional organization & bill payment, and retirement income & estate planning. Investment advice and consulting services are also available. Connemara Group founder Thomas B. Conway practiced law for over 10 years before becoming a financial planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1775 Eye Street Northwest, Washington, DC 20006
  • Retirement Planning
  • Insurance Products

Why choose this provider?

MainStreet Financial Planning offers its services in Washington DC and the surrounding metro areas. It helps individuals and businesses with retirement planning services, investment recommendations, and provider selection assistance. Jim Ludwick, the company's founder, is a Certified Financial Planner and a retired U.S. Air Force officer. The firm also offers Money@Work, a financial wellness program for employees which have been featured in several publications and news outlets such as The New York Times, CNBC, Business Insider, and Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8260 Greensboro Drive, McLean, VA 22102
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Founded 29 years ago, Alpha Financial Advisors, LLC, has been providing financial advice to individuals, small businesses, and sole proprietorships and trusts in the Washington DC area. Virginia Magazine recognized it as one of the 2016 and 2020 Top Financial Professionals of Northern Virginia. The firm offers financial counseling, cash flow and portfolio management, and insurance counseling. It assists with tax, retirement, and estate planning. Alpha Financial Advisors is affiliated with FPA, NAPFA, CFP, and ChFC.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10539 Metropolitan Avenue, Kensington, MD 20895
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you achieve holistic investment management in Washington, DC?

    To achieve holistic investment management in Washington, DC, you need to work with a wealth advisor. Your advisor will help you navigate market trends, allocate your assets, and make strategic investment decisions. He or she will learn and evaluate your current lifestyle and future goals and create a wealth management plan based on your liquidity needs, time horizon, and risk tolerance.

  • When is the best time for individuals in Washington, DC to maximize their benefits and cash reserves for retirement?

    Residents in Washington, DC need to start maximizing their benefits and cash reserves before their retirement, ideally by the age of 40 to 50. They need to learn how to settle major expenses or debts, create a retirement budget, and adjust their spending and investment strategies. They can also add more contributions to their employer-sponsored plans or IRAs to maximize their savings.

  • How can you handle finances in Washington, DC once the health of your aging parents has declined?

    If you are looking for solutions for financial issues due to the health status of your aging parents in Washington, DC, you might want to consider acquiring medical insurance. You can obtain Medicare insurance that can cover home or in-office physical therapy or occupational/speech therapy. However, if your parent is dealing with a permanent disability or illness, you need to hire a caretaker. Caretaker fees are not covered by this type of insurance.

  • In Washington, DC, how often should you check your finances?

    The frequency of checking your finances in Washington, DC depends on your priorities. But most financial advisors encourage individuals to check their budget, savings goals, and emergency fund monthly. You should also check your retirement plans and contributions, net worth, education funds, home mortgage rates, student loans, and employee benefits and healthcare annually.

  • Do you need to meet with a financial advisor in Washington, DC if your marriage is failing?

    Yes. You should consult a financial advisor in Washington, DC if your marriage is failing and divorce is approaching. Working with a financial advisor will help you calculate your division of income and assets. He or she will help you establish a new budget as you transition to single life. Your financial advisor will also educate you about the amounts you should spend on savings, housing, insurance, and entertainment.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.