Laurels
Best Financial Advisors
in Washington DC
2017

Why These Financial Advisors?

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

ReviewedCuratedTop Picks15510120

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Alpha Financial Advisors, LLC.

McLean-based Alpha Financial Advisors, LLC. was founded 25 years ago by Eric D. Hess, CFP, ChFC. The firm provides cash flow management, tax planning, retirement planning, insurance counseling, and estate planning. Eric served as President of the National Capital Area Financial Planning Association in 2011 and Chairman in 2012. He was named a Top Financial Professional 2016 by Northern Virginia Magazine and selected as a Top Fee-Only Money Adviser by Washingtonian.

McLean, VA(703) 442-7686

Website

Bernhardt Wealth Management

Bernhardt Wealth Management was founded in 1994 in McLean and serves high-net-worth individuals in the DC area. Their focus is on professional competence, the highest ethical values, and helping individuals and families achieve their financial dreams. The firm is a Certified Financial Planner, a member of the Fee Only Network, and is affiliated with The National Association of Personal Financial Advisors. The company has been recognized as Five Star Wealth Manager for 2017 by The Wall Street Journal.

McLean, VA(703) 356-4380

Website

Burt Wealth Advisors

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.

Rockville, MD(301) 770-9880

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

Website

Delta Financial Advisors, Inc.

Delta Financial Advisors, Inc. is a Kensington-based firm with over 25 years experience. They cover financial planning, brokerage, investment advisory services, net worth and target goals tracking, and tax analysis. Their disciplined investment approach and strategies are aimed at reducing risk while offering the potential to enhance returns.

Kensington, MD(301) 962-0480

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(202) 467-6862

Website

Financial Advisor For You, LLC

Financial Advisor For You, LLC provides independent financial planning services to clients in DC, Northern Virginia, and suburban Maryland. The firm specializes in helping young professionals and people nearing retirement age with affordable, expert personal financial planning advice that is free from sales pressure. They offer fee-only services consisting of a comprehensive financial plan, a retirement check-up, a consultation session, and on-going monitoring.

Washington, DC(202) 257-6499

Website

Glassman Wealth Services

Glassman Wealth Services is a fee-only firm of financial advisors in Vienna that focuses on the highest fiduciary standards to provide their clients with totally unbiased advice. The company was awarded Top Financial Advisers 2016 by the Financial Times, Washington DC’s Best Financial Advisors: Fee-Only Financial Planners 2016 by the Washingtonian, and Virginia’s Best Financial Advisors by Barron’s. Barry Glassman writes columns for Forbes.com and Financial Planning magazine, and he is also part of an elite Digital Financial Advisor Council for CNBC.

Vienna, VA(703) 534-4444

Website

Halpern Financial, Inc.

Halpern Financial, Inc. is an SEC registered investment adviser in Ashburn that serves the DC metro. Their wealth management process integrates prudent investment management with planning solutions and tax management to create a total wealth plan customized to each client's requirements. Ted Halpern, the company founder, works on a fee-only basis and is a certified Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, and Registered Financial Consultant.

Ashburn, VA(240) 268-1000

Website

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(929) 266-3757

Website

Opulen Financial Group LLC

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.

Arlington, VA(571) 299-2053

Website

Phillips Financial Strategies

Phillips Financial Strategies is a financial services firm that was founded in 2008 on Capitol Hill. The business provides custom financial strategies to individuals, couples, and businesses across Northern Virginia, Maryland, and the metro DC area. The company offers retirement planning, business succession planning, and wealth management strategies.

Washington, DC(202) 681-1161

Website

Potomac Wealth Advisors, LLC

Potomac Wealth Advisors, LLC was founded in 2004 in Rockville by Mark Avallone MBA, CRPS, CFP. The firm covers wealth management, retirement planning, insurance strategies, 401(k) plan review and implementation, and estate and tax planning. Mark has been named as a Greater Washington DC Region Five Star Wealth Manager 2015 and 2016 by the Washington Post, one of the country's Top Retirement Plan Advisors 2015 and 2016 by The Financial Times, and one of Washington's Premier Wealth Advisors 2011, 2012, 2013, 2014 by the Washington Business Journal. Mark is also a regular contributor to Forbes and his contributions have appeared in the Wall Street Journal and The Journal of Commercial Banking.

Rockville, MD(301) 279-2221

Website

Quantum Financial Advisors

Quantum Financial Advisors is a financial services firm in Rockville whose mission is to offer global access to premier institutional money and wealth management products. Their fee-only services consist of a registered investment advisor, a consultant to provide counseling for small businesses, and a lending consultant. They offer an investment product called Intelligent Portfolios for inexperienced investors and have developed an Investment Intern Incubator Program.

Rockville, MD(301) 296-6203

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(202) 536-2330

Website

Sherman Wealth Management

Sherman Wealth Management is a firm of financial advisors in Gaithersburg that works with clients in DC, Maryland, Virginia, New York, California, and Florida. The company offers advice on budgeting and saving, retirement planning, investment management, and insurance, estate, and tax planning. Brad Sherman has appeared in The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.

Gaithersburg, MD(240) 428-1622

Website

The Blisk Financial Management Group

The Blisk Financial Management Group is an independent wealth management team in McLean that is dedicated to providing retirees, executives, early investors, and women in transition with proactive, client-centered planning. Their focus is on encouraging accountability, consistency, and financial clarity.

McLean, VA(703) 748-5800

Website

The Family Firm, Inc.

The Family Firm, Inc. is a fee-only firm of personal financial advisors with headquarters in Bethesda. They offer investment management, estate planning, asset protection strategies, tax strategies, retirement planning, education planning, and charitable-gift strategies. The company prides itself on providing individualized investment plans and portfolios which are tailored to the needs and situations of their clients.

Bethesda, MD(301) 656-3999

Website

Trumbower Financial Advisors, LLC

Trumbower Financial Advisors, LLC is a Bethesda-based firm of financial advisors. They offer cash flow management and wealth accumulation strategies, estate planning and administration assistance, investment portfolio allocation and management, retirement distribution planning, and pro-active, creative tax planning advice. The company's fee-only services are tailored to the needs of each client. Their professional staff offers impressive academic credentials and many years of experience in the areas that are of most concern to their clients.

Bethesda, MD

Website

Wealthcare Financial Group, Inc.

Wealthcare Financial Group, Inc. is a Maryland financial planning and investment advisory firm that was founded in 2003 in Bethesda to serve the DC Metro Area. They specialize in financial and retirement planning, portfolio management, estate planning, and pension and fiduciary consulting services. The company has been ranked in Top 100 Most Social Financial Advisors in the United States by BrightScope and was featured in the Washington Business Journal, Investor's Business Daily, NorthStar News and Analysis, Investment Advisor Magazine, and more.

Bethesda, MD(240) 482-3752

Website

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