Find a Financial Planner in Washington, DC

 

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We Only Work With The Best Washington Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Washington, DC


  • Financial Advisor Close to Washington, DC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Washington Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Washington area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Washington include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.9% of Washington's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Washington area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Washington area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Washington area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Washington, DC area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Washington, DC has unique laws defining which actions trigger a taxable event, which is why it is important to work with a tax planner.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Washington area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Washington area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Washington, DC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Washington, DC

We evaluated over 13,000 RIA firms to bring you the best of the best Washington financial advisors.
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How Retirement-Friendly is Washington, DC?

  • Population: 692,683
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $611,400
  • Average Monthly Housing Cost: $1,707
  • Average Household Income: $127,890
  • District of Columbia Effective Real-Estate Tax Rate: 0.56% (5th Lowest)
  • District of Columbia Average Home Value: $505,000 (2nd Highest)


The Top Financial Advisor Firms in Washington, DC


MARSHFIELD ASSOCIATES

Website

(202) 828-6200

21 Dupont Circle Nw
Suite 500
Washington, DC 20036

SEC#: 801-70275
Years in Business: 11 years

WASHINGTON GROWTH STRATEGIES LLC

Website

(202) 507-5725

2200 Pennsylvania Ave
Suite 400 East
Washington, DC 20037

SEC#: 801-80069
Years in Business: 6 years

CALVERT RESEARCH AND MANAGEMENT

Website

(800) 368-2745

1825 Connecticut Avenue Nw
Suite 400
Washington, DC 20009

SEC#: 801-108378
Years in Business: 4 years

F/M INVESTMENTS LLC

Website

(202) 839-4910

3050 K. st Nw
Suite W-170
Washington, DC 20007

SEC#: 801-116853
Years in Business: 1 years

LAUNCHPAD ADVISERS II, LLC

Website

(513) 562-1675

3050 K Street, N.W.
Suite W-170
Washington, DC 20007

SEC#: 801-118998
Years in Business: 0 years

LAUNCHPAD ADVISERS III, LLC

Website

(513) 562-1675

3050 K Street, N.W.
Suite W-170
Washington, DC 20007

SEC#: 801-118999
Years in Business: 0 years

FUNDRISE ADVISORS, LLC

Website

(202) 584-0550

11 Dupont Circle Nw
9th Floor
Washington, DC 20036

SEC#: 801-80060
Years in Business: 6 years

NGP ENERGY TECHNOLOGY PARTNERS

Website

(202) 536-3920

1750 K Street Nw
Suite 700
Washington, DC 20006

SEC#: 801-73928
Years in Business: 9 years

ACCOLADE PARTNERS

Website

(202) 775-5595

2001 M Street, Nw, Suite 801

Washington, DC 20036

SEC#: 801-74190
Years in Business: 9 years

ARMSTRONG, FLEMING & MOORE, INC.

Website

(202) 887-8135

1800 M Street Nw
#1010-S
Washington, DC 20036

SEC#: 801-38960
Years in Business: 29 years