Laurels

Best Financial Advisors in Washington DC
2021

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 160 106 25

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

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 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

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

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 20009

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 22182

Website

Illumint by Kevin Mahoney, CFP®

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.

641 S Street NW
Washington, DC 20001

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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.

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 20814

Website

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