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2021

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Here Are The Top Financial Advisors Near 20149

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 20147

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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 20878

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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.

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 22102

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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.

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 22102

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 20850

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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 20850

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District Financial Advisors

District Financial Advisors is a wealth planning firm based in McLean that specializes in investment management and financial planning. Its services include cash flow planning, retirement and employee benefits planning, insurance needs analysis and recommendations, life transition planning, investment analysis, and college saving strategies. Its life transition services cover everything from divorce to career changes to retirement. Clients can use the firm as a planning retainer, receiving plan implementation, monitoring, and review services. Hourly consulting is available to address specific concerns, and its investment management fees are based on the value of managed assets.

McLean, VA 22101

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Independence Wealth Advisors, Inc

Independent Wealth Advisors is a McLean-based financial firm that focuses on strategic planning and building lasting client relationships. The company's retirement planning services include investment management for asset growth, retirement income planning, ongoing retirement consultation, plan adjustments, and social security and Medicare maximization strategies. The life-long financial plans cover multiple life milestones like college tuition planning, new business establishment, home buying, and career changes. Clients receive an investment management strategy that's flexible enough to adjust when needed.

McLean, VA 22101

Website