Areas served: Washington, Alexandria, Reston, McLean, Arlington
The DC region's concentration of high-income professionals in government, defense, and technology sectors creates strong demand for comprehensive financial planning and investment advisory services.
Manna Wealth Management is a fiduciary wealth management firm serving clients across the East Coast and California. They provide comprehensive financial planning that goes beyond investments—including retirement planning, estate and legacy planning, debt management, college savings, and charitable giving strategies. Their team offers professional portfolio management, independent research across 8,000+ mutual funds and other investment vehicles, and personalized financial advice tailored to each client's complete financial picture and life goals.
Shirley Luu & Associates is an independent financial services firm in McLean specializing in comprehensive financial planning, investment management, and insurance solutions. Led by Shirley Luu, the firm helps clients with retirement planning, portfolio reviews, life insurance, annuities, and tax-advantaged accounts including 401(k) rollovers and TSP rollovers. They offer personalized financial consultations and product illustrations to help clients build sustainable lifetime income strategies.
Marks Wealth Management is a fee-only financial advisory firm in Ellicott City serving clients throughout Maryland and beyond. Led by CFP-certified advisors operating under a fiduciary standard, they provide comprehensive wealth management including retirement planning, portfolio and asset management, tax efficiency strategies, risk management, legacy and estate planning, and behavioral finance coaching. Their client-first approach focuses on aligning customized investment portfolios with long-term financial goals, with transparent fee-only pricing that eliminates commission conflicts.
Joel Bailey is a mortgage loan officer with Guild Mortgage, a national mortgage lender. He specializes in helping borrowers in the Washington, DC area secure financing for home purchases and refinancing needs. Guild Mortgage offers a range of loan products including conventional, FHA, VA, and jumbo loans, with personalized guidance through the application and approval process.
Capital Financial Planners is an independent financial advisory firm specializing in retirement and investment planning for federal government employees and private sector workers. Led by CFP® certified advisors with deep expertise in FERS, CSRS, TSP, and federal benefits, they provide comprehensive financial planning including investment management, Roth conversions, tax strategies, Social Security guidance, and estate planning. Their team cuts through generic advice to deliver personalized strategies tailored to each client's specific situation.
Quantum Financial Advisors provides comprehensive financial planning and investment management services to help clients align their money with their life goals. Based in Rockville, MD, the firm offers personalized financial plans, retirement planning, tax planning, and expert investment management using independent research and state-of-the-art technology. Their holistic approach focuses on simplifying complex finances, optimizing asset allocation to each client's risk tolerance, and building long-term relationships based on integrity and trust.
VLP Financial Advisors is an independent financial advisory firm serving clients in the Vienna area and beyond. They provide comprehensive financial planning and investment management services, helping clients build and preserve wealth through personalized strategies. The firm is known for taking a client-focused approach to retirement planning, investment portfolio management, and broader financial goal planning.
Corbett Road Wealth Management is a McLean-based financial advisory firm founded in 2002, specializing in comprehensive financial planning, tactical investing, and behavioral finance. They distinguish themselves through their proprietary "smart life" financial planning process that examines clients' behaviors and values, combined with their "crfusion" investment solution that blends multiple strategies (tactical, active, passive) to adapt to changing market conditions. The firm focuses on helping clients align their wealth management with their personal goals and life circumstances.
Remedy Tax Services is a full-service tax and financial advisory firm led by Founder & CEO Mahfuz Mummed, an Enrolled Agent with over 20 years of experience. Based in Alexandria, VA, the firm provides comprehensive tax preparation, tax planning, bookkeeping, business setup, expatriate tax services, insurance, and real estate/mortgage consultation. The team of experienced accountants specializes in helping individuals, self-employed professionals, small businesses, and investors legally minimize their tax liabilities through proactive year-round planning rather than just end-of-year compliance.
Good Life Financial Advisors of NOVA is a Certified Financial Planner firm specializing in comprehensive financial planning and investment management for active and retired government employees, federal contractors, and military members in the Northern Virginia area. Led by Josh Strange, the firm provides personalized retirement planning, estate planning guidance, investment strategy, and income replacement analysis tailored to federal pension systems, TSP accounts, and Social Security optimization. They differentiate themselves through a relationship-focused approach that simplifies complex financial strategies and serves as a trusted advisor during major life transitions.
Northbrook Financial is a fee-only financial planning firm in Baltimore serving individuals and families with integrated personal financial planning, investment management, and tax services. The firm combines these traditionally separate services to help clients achieve their financial goals while simplifying their financial lives. They offer personalized, common-sense advice rather than commission-based recommendations.
Vintage Financial Partners is an independent financial advisory firm based in Rockville serving clients throughout the Mid-Atlantic region. They provide comprehensive financial planning, investment management, and retirement strategy services tailored to individual and family needs. The firm is known for taking a personalized approach to wealth management with a focus on long-term financial success.
Adroit CPAs & Advisors is a full-service accounting firm in Alexandria specializing in tax planning, business accounting, and financial advisory services for individuals and businesses. The firm combines CPA expertise with strategic consulting to help clients optimize their tax positions, manage cash flow, and plan for long-term financial growth. They serve the Northern Virginia area with personalized, hands-on service from experienced CPAs.
McAdam Financial is a wealth management firm led by Phil Simonides, a CFP® with over 37 years of experience, specializing in holistic financial planning and retirement strategies. They offer comprehensive wealth solutions including retirement planning, tax optimization, estate planning, investment management, and safe money strategies designed to help clients protect and grow their assets while minimizing tax liability. The firm serves clients across multiple states with a focus on de-risking retirement portfolios and creating customized financial plans using their proprietary process-driven approach.
Monument Wealth Management is a fee-only fiduciary wealth advisory firm serving high-net-worth individuals and successful professionals in DC, MD, and VA. They offer bespoke investment management, decision-centered wealth planning, and comprehensive financial strategy that coordinates investments, equity compensation, estate planning, taxes, and business succession. Monument positions itself as a "second brain" thinking partner that clarifies complex financial decisions and prioritizes options without sales pressure or hidden incentives.
T.M. Wealth Management is a fee-only financial advisory firm in Reston serving clients throughout Northern Virginia. Led by experienced advisors, they provide comprehensive wealth management including retirement planning, investment management, tax-efficient strategies, and estate planning. Their fiduciary commitment ensures they act in clients' best interests without commission conflicts.
Acorn Financial Services is a fee-only financial planning and investment management firm serving families and individuals in the Reston area. The practice specializes in comprehensive financial planning, retirement strategy, and personalized investment management through partnerships with leading custodians including Schwab, Pershing, and Buckingham Strategic Partners. Led by CFP-certified advisors, Acorn takes a holistic approach to wealth management designed for modern families.
Covenant Wealth Advisors is a fee-only, fiduciary financial advisory firm specializing in retirement planning, investment management, and tax strategy for clients in Virginia and nationwide. Led by CERTIFIED FINANCIAL PLANNER professionals with 18+ years of average industry experience, the firm coordinates comprehensive wealth planning to help clients retire stress-free while minimizing taxes and managing portfolios for sustainable income. Their team approach—combining CFP professionals, CPAs, and client service managers—focuses on personalized planning tied to your life goals rather than commission-based products.
Focus Partners Wealth is a registered investment advisor in Fairfax specializing in comprehensive wealth management, financial planning, and investment services for individuals and families. Led by a local father-son team (Jim David, CPA, PFS and C.J. David, CFP) backed by a nationwide network, they offer personalized planning around your values and goals, plus specialized services including retirement planning for businesses, tax planning, CFO services, family office solutions, and lifestyle concierge services. Their team of CFP-certified advisors takes a strategic, values-based approach to help clients achieve financial stability and create possibilities for their families.
Centurion Wealth Management is an independent financial planning firm in McLean, VA specializing in wealth management for entrepreneurs, executives, and women transitioning to financial independence. Founded by Sterling Neblett (CFP, CEPA) and Wendy Ann Payne (CEP, CDFA), the firm provides comprehensive services including investment management, tax planning, estate planning, cash flow analysis, and business transition planning. As an independent firm with no affiliation to investment companies or product providers, Centurion emphasizes fiduciary principles, transparency, and personalized strategies aligned with clients' long-term goals.
Alexander Financial Planning is a collaborative financial advisory firm in Reston serving families and individuals seeking comprehensive financial guidance. Led by Adrian Vaughn, they offer financial planning, investment management, and advisory services tailored to each client's risk tolerance and life stage. Their approach emphasizes education and empowerment through a proven process, with access to a strategic network of trusted professionals including tax advisors, estate planners, and college funding specialists.
Birks Financial Corp. is an independent retirement and investment advisor serving the Northern Virginia area from their Herndon office. They specialize in personalized financial planning for retirement, investment management, and wealth building strategies. The team works directly with clients to develop comprehensive financial plans tailored to individual goals and circumstances.
Mike Hohenstein is a CFP® and RICP® certified financial advisor with First Command Financial Services in Arlington, VA, specializing in comprehensive financial planning for military families and service members. With expertise in investment strategies, retirement planning, debt management, and risk management through insurance, Mike takes a behavioral coaching approach to help clients establish meaningful financial goals and develop personalized plans. First Command offers a full suite of financial services including banking, investments, insurance, and retirement planning products.
Monumental Financial Planning is an Ameriprise Financial advisor team in Washington, DC specializing in comprehensive financial planning, personalized investment strategies, and wealth management. They provide holistic financial advice covering investments, retirement planning, and life-stage financial goals, with a focus on building long-term client relationships through regular communication and tailored strategies. Recognized as a Forbes Best-in-State Wealth Management Team, they offer complimentary initial consultations and secure digital access to account management.
Andrew Bonk is a CFP® and CIMA® certified financial advisor at Edward Jones in Reston, specializing in comprehensive wealth management for individuals and business owners. He offers portfolio reviews, retirement savings strategies, wealth planning, and guidance on major financial events. With professional certifications and a focus on personalized financial strategies, Andrew Bonk helps clients build and protect their wealth through tailored investment and planning solutions.
Jarver Financial is a financial advisory firm serving Virginia Beach and the surrounding region with comprehensive wealth planning services. Their experienced team takes a personalized approach to help clients achieve fiscal health through detailed financial strategies focused on asset protection, wealth accumulation, and retirement income planning. They offer complimentary initial consultations and free educational workshops on topics like taxes and social security.
Mink Wealth Management is a comprehensive wealth management firm in McLean serving clients across the Mid-Atlantic with over a century of collective industry experience. Their services span financial planning, investment management, retirement planning, tax planning, estate planning, college planning, divorce planning, and elder planning, delivered through an integrated team of financial planners, CPAs, estate planning attorneys, and certified divorce financial analysts. They emphasize transparency, fiduciary responsibility, and customized strategies designed around each client's life stage and goals.
Your Wealth BFF is a financial coaching firm founded by Kim Chevez, a former CFO and serial entrepreneur, specializing in helping business owners, real estate agents, and entrepreneurs master their finances and build sustainable wealth. Kim brings real-world experience from scaling multiple businesses and crushing over $70K in personal debt, offering personalized coaching that combines business financial strategy (entity optimization, cash flow management, tax savings) with personal wealth building. The firm serves entrepreneurs, real estate teams, and investors with monthly coaching, strategic 6-session packages, and focused business finance sessions designed to eliminate financial stress and create profitable, scalable business operations.
Reston Wealth Management is an independent financial advisory firm in Reston, Virginia, specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth throughout their lifetime, with a focus on long-term goals and fiduciary responsibility.
Sovereign Wealth Management is an independent financial advisory firm serving clients throughout the DC, Maryland, and Virginia region from their Vienna office. They provide comprehensive financial planning, investment management, and wealth advisory services tailored to help clients build and preserve wealth. Their independent status allows them to offer objective guidance without conflicts of interest inherent to commission-based models.
Clark & Associates, Inc. Financial Solutions is a Reston-based financial advisory firm specializing in retirement planning and investment management for individuals and small-business owners. Led by a team of experienced financial consultants, they use their proprietary Brighter Financial Blueprint™ methodology to develop personalized retirement strategies tailored to each client's unique goals. The firm offers comprehensive services including retirement planning, cash balance plans for business owners, annuity analysis, tax optimization strategies, and portfolio risk assessment.
Brandt & Associates Tax and Financial Services is a full-service accounting firm in Alexandria, VA offering tax preparation, financial planning, and consulting services. The firm specializes in helping clients minimize tax liability and secure sound financial futures through professional, responsive service backed by a secure client portal with 14 layers of security.
Joel A Patierno is a CFP®-certified Financial Advisor with Edward Jones in Alexandria, VA, specializing in retirement planning, estate & legacy strategies, retirement income strategies, and portfolio reviews. With credentials including ChFC®, AAMS®, and CRPS™ designations, Joel provides comprehensive financial guidance tailored to help clients build and protect their wealth through personalized strategies.
Glassman Wealth Services is a fee-only, fiduciary wealth management firm serving high-net-worth clients from offices in Tysons Corner, VA and North Bethesda, MD. With over $2.5 billion in assets under management, the firm provides comprehensive financial advisory services including investment portfolio management, retirement planning, and wealth strategy for clients with $2 million or more in investable assets. Positioned as boutique by design, Glassman Wealth combines extensive research and clear reporting to help clients navigate complex finances, major life changes, and multigenerational wealth planning.
Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm based in Columbia, MD, serving families and individuals since 1986. They provide comprehensive financial planning, investment management, retirement and estate planning, and tax services in a fee-only structure free of commissions and conflicts of interest. BWFA's integrated approach helps clients develop coordinated strategies across all aspects of their finances.
Joyce Wealth Advisory is an independent financial advisory firm in Reston, Virginia, specializing in comprehensive wealth management and financial planning for individuals and families. The team works with clients to develop personalized investment strategies, retirement planning, and long-term financial goals aligned with their unique circumstances.
Mountain View Wealth Management LLC is an independent financial advisory firm serving clients in the Arlington area with comprehensive wealth management services. They specialize in investment management, retirement planning, and personalized financial strategies tailored to individual client goals and circumstances. The firm focuses on building long-term relationships and providing guidance across all aspects of financial planning.
Cassaday & Company is an independent wealth management firm in McLean specializing in comprehensive financial planning and investment management for individuals and families. Founded on principles of fiduciary responsibility and impartial advice, the firm is led by Steve Cassaday, ranked #1 Financial Advisor in Virginia by Barron's for 9 years. As a fee-only independent advisor with no proprietary products or ties to banks or insurance companies, they focus on objective guidance and wealth stewardship tailored to each client's unique situation.
Thrive Wealth Advisors is an independent financial advisory firm serving the Alexandria area with comprehensive wealth management and financial planning services. The firm specializes in retirement planning, investment management, and personalized financial strategy for individuals and families seeking to build and preserve wealth.
District Financial Advisors is an independent financial planning firm in McLean, VA specializing in comprehensive wealth management and investment strategies for federal employees, professionals, and high-achieving families. They offer personalized financial planning, federal benefits coordination (FERS, CSRS, TSP), retirement income planning, and investment management with a fiduciary standard of care. Their expertise in federal employee benefits and complex retirement transitions makes them particularly valuable for government workers navigating career changes, early retirement options, and pension optimization.