RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN THE TRI-STATE AREA
Where to Find the Best D.C., Maryland, and Virginia Financial Advisors
You’ll find a dynamic population in the tri-state area of Washington, D.C., Maryland, and Virginia. The nation’s capital reflects a mix of young movers and shakers, as well as established families, and those looking toward retirement.
When looking for a D.C., Maryland, or Virginia financial advisor, you’ll find several excellent options that are reflective of the diverse nature of the region. Some will specialize in affluent clients, while others offer expert financial planning for all income levels.
It’s important to research the types of clientele that DC, Virginia, or Maryland financial advisors work with, so you find a good match.
But that’s just one consideration to factor into your choice when looking for the best financial advisor in Washington, D.C., Maryland, or Virginia. You also want to find a firm that has a style that fits your own and that you trust completely.
A great place to start your search is AdvisoryHQ’s ranking of the top 12 financial advisors in Virginia, D.C., and Maryland. We’ve chosen each of these outstanding firms based upon factors such as reputation, client commitment, and ethical standards.
Read on for details on each of these top-rated firms, as well as tips on what to consider when choosing between Maryland, Virginia, or Washington, D.C. financial advisors.
Award: Top 12 Best Financial Advisors in D.C., Virginia, and Maryland
Top 12 Best Maryland, Virginia & D.C. Financial Advisors| Brief Comparison & Ranking
Best Financial Advisor in D.C., Maryland, and Virginia | 2020-2021 Ratings |
| Burt Wealth Advisors | 5 |
| Cassaday and Company | 5 |
| Centurion Wealth Management | 5 |
| FAI Wealth Management | 5 |
| FBB Capital Partners | 5 |
| Glassman Wealth Services | 5 |
| Halpern Financial | 5 |
| Harbour Capital Advisors | 5 |
| Kendall Capital | 5 |
| McLean Asset Management | 5 |
| SageVest Wealth Management | 5 |
| The Family Firm, Inc. | 5 |
Table: Top 12 Best Wealth Management Firms in D.C., Maryland, and Virginia (Tri-State) Area | Above list is sorted by rating
Tips to Find Your Perfect Financial Planner in D.C., Maryland, or Virginia
It’s important to have some criteria by which you’ll evaluate a D.C., Maryland, or Virginia financial planner. This will help you narrow down your options and get closer to the perfect financial partner.
Here are some criteria to use in your consideration.
Minimum Investable Asset Level
One of the first indicators of whether a D.C., Maryland, or Virginia wealth management firm is a good fit for you is the firm’s minimum investable asset level.
Some D.C., Maryland, and Virginia financial advisors welcome all client types and wealth levels, while others only work with clients that can meet an investment minimum.
Specialties of the Firm
If saving for retirement is your main financial goal, then you’ll want your Maryland, D.C., or Virginia financial advisor to indicate that this is a focus area.
Likewise, if you have generational wealth, you may want a firm that offers family office services. If you’re a federal worker, you may be looking for a D.C., Virginia, or Maryland financial advisors that understand that pension and benefits system.
Best Financial Advisors in D.C., Virginia, and Maryland
What is the Firm’s Fee Structure?
It’s important to know whether a financial advisor in Washington, D.C., Virginia or Maryland is fee-only or fee-based.
A “fee-only” financial advisor does not accept any commissions from 3rd party providers of financial products, thus they avoid potential conflicts of interest.
A “fee-based” financial advisor accepts incentives or commissions for sales of financial products. To counteract the inherent conflict of interest of this fee structure, many are also fiduciaries, meaning the firm’s advisors take on a legal obligation to act in the best interests of the client.
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2020-2021 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review—Best D.C., Maryland, and Virginia Financial Advisors (Tri-State Area)
Below, please find the detailed review of each firm on our list of 2020-2021 best wealth management firms in the tri-state area. We have highlighted some of the factors that allowed each D.C., Maryland, and Virginia financial advisor to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Burt Wealth Advisors
- Cassaday & Company
- Centurion Wealth Management
- FAI Wealth Management
- FBB Capital Partners
- Glassman Wealth Services
- Halpern Financial
- Harbour Capital Advisors
- Kendall Capital
- McLean Asset Management
- SageVest Wealth Management
- The Family Firm, Inc.
Click below for previous years’ rankings:
- 2019 Review: 12 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)
- 2018 Review: 10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)
- 2017 Review: Top 11 Best Financial Advisors in D.C., Maryland, & Virginia
- 2016 Review: Top 12 Best Financial Advisors in D.C., Maryland, & Virginia
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Burt Wealth Advisors Review
Serving the greater Baltimore-Washington Metro area for over 25 years, Burt Wealth Advisors is a client-focused, fee-only financial advisor in D.C. and Maryland. Located in N. Bethesda, MD, the firm serves high-net-worth individuals, families, and business owners.
This independent financial planner in D.C. and Maryland is a fiduciary, always putting the interests of its clients first. The firm’s advisory team is highly experienced, with each of them having between 15-25+ years as a Certified Financial Planner™ (CFP®).
Key Factors That Enabled Burt Wealth Advisors to Rank as One of the Top D.C., Virginia, and Maryland Financial Advisors
Investment Approach
These experienced VA, Maryland, and Washington, D.C. financial advisors take a methodical, disciplined, and tailored approach to wealth management. There are four primary components of how they work with every client:
- Personalized Service: Each client relationship begins by taking a thoughtful, collaborative approach to goals, needs, timelines, and more.
- Portfolio Construction: Each portfolio is designed and diversified across sectors, industries, and countries to reflect a perfect mix based on client goals.
- Rigorous Oversight: The analysts at this financial planner D.C./Maryland firm follow a carefully disciplined process to find the best money managers.
- Reporting: Quarterly progress reports and long-term progress analysis look at multiple KPIs, including asset allocation, interest and dividends, portfolio balance, and more.
Burt Wealth Advisors | Best Financial Planner D.C., MD, VA
Comprehensive Services
Clients that work with these expert Maryland and D.C. financial advisors gain the advantage of having one touchpoint for multiple financial services.
Burt Wealth Advisors has a broad range of offerings to give clients peace of mind, along with a streamlined financial management experience.
Services offered by these Maryland financial advisors include:
- Financial Planning
- Estate Planning
- Wealth Management
- Tax Planning
- Charitable Planning
- Investment Strategies for Women
Rating Summary
The team at Burt Wealth Advisors takes a tactical and disciplined approach to meet client objectives and factors multiple variables into custom financial strategies. These top Maryland and Washington, D.C. financial advisors work to create “focused financial plans.”
With a highly experienced team and a client-centric approach, Burt Wealth Advisors earns a 5-star rating and is one of the top financial advisors in Virginia, D.C., or Maryland to consider.
Cassaday & Company, Inc. Review
Cassaday & Company, Inc. is a top fee-based, fiduciary Virginia financial planner serving the tri-state area. The firm serves over 2,200 households and was founded in 1993.
This is one of the fastest-growing companies in the country and it operates on collaboration in all aspects of its business. This ensures clients aren’t getting “piecemeal” wealth management, but rather a fully comprehensive plan.
Key Factors That Enabled Cassaday & Company, Inc. to Rank as One of the Top Wealth Management Firms in D.C., Virginia, & Maryland
Professional Certifications
The education and experience of the Cassaday & Company team are impressive. Compared to competing financial advisors in D.C., Maryland, and Virginia, its advisors boast an impressive array of industry certifications.
The benefit of partnering with a Virginia wealth management team that has worked hard to be leaders in their industry is that you know advisors will always be up to date on financial industry trends.
Designations held by this financial advisory team include:
- Certified Financial Planner™ (CFP®)
- Certified Fund Specialist (CFS®)
- Certified Private Wealth Advisor (CPWA®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Mutual Fund Counselor (CMFC®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Long-Term Care (CLTC)
- Certified Annuity Specialist (CAS®)
- Accredited Investment Fiduciary (AIF®)
- Certified Estate Specialist (CES™)
Focus on Client Service
Serving clients with effective and customized financial services is important to the team at Cassaday. This top financial advisor in Washington, D.C. maintains a staff size that allows it to be flexible, agile, and attentive during each client engagement.
Through a culture based on support and a goal of being good stewards of wealth, Cassaday & Company ensures that its clients’ interests remain at the center of everything it does through features like:
- A well-trained, experienced staff
- Online account resources for clients
- Continuity of advice
- Straight forward, personal guidance for all clients
- Staff members can easily access top management
- No recordings, no robots, and no automated phone menus
- Proactive communication and reporting to clients
Rating Summary
The employees at Cassaday & Company are trained to think like owners, so they put clients first. These top-rated Maryland, Virginia, and D.C. financial advisors are always thinking about client experience and optimizing to add more value to the firm’s services.
With a focus on hiring and mentoring exceptional staff and a strong fiduciary commitment to clients, Cassaday & Company scores a 5-star rating and is one of the best financial advisors in Virginia, D.C., or Maryland to consider.
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Centurion Wealth Management Review
An independent firm that operates with deep integrity and mutual respect, Centurion Wealth Management is a Virginia financial planner that functions as a representative of Spire Wealth Management, LLC. Spire is a fee-based Virginia wealth management firm.
Centurion states that it is free from conflicts of interest and completely independent. The firm’s advisors focus on the fundamentals of good investing and financial planning to provide successful results for clients.
Key Factors That Enabled Centurion Wealth Management to Rank as One of the Top Wealth Management Firms in D.C., Virginia, & Maryland
Integrated Investment & Financial Planning
Centurion takes a risk-averse and strategic approach to create tailored client portfolios. This top financial advisor in D.C, Virginia, and Maryland uses a blend of both passive and active strategies to ensure portfolios are optimized for growth.
The team at this Virginia financial advisor firm sees clients as more than just a balance sheet, and stands beside them through all the ups and downs of their financial life, guiding them with confidence.
Centurion offers several integrated financial services, including:
- Retirement Planning
- Tax Planning
- Education & College Planning
- Estate Planning
- Risk Management
Client Education Resource Center
Those interested in learning more about financial planning and investments will find many great articles in Centurion’s Resource Center, along with a calculator and tax resources.
Educational content is a value-added benefit of working with top Maryland, D.C., and Virginia financial advisors. It’s a sign the firm is focused on the financial health and well-being of its clients.
Centurion offers resources in the following topic areas:
- Estate
- Investment
- Money
- Insurance
- Lifestyle
- Retirement
- Tax
Centurion Wealth Management | Top Virginia Financial Advisor
Rating Summary
Centurion Wealth Management combines a forward-thinking and innovative approach with an experienced team and proven investment strategies to offer tailored wealth solutions to its clients.
With a foundation of ethics and a client-centered philosophy, Centurion Wealth Management earns a 5-star rating. This is one of the best financial advisors in D.C., Virginia, or Maryland to consider.
FAI Wealth Management Review
Offering personalized financial guidance since 1987, FAI Wealth Management is based in Columbia, MD, and offers expert fee-only financial services in the tri-state area.
FAI specializes in assisting individuals going through a life transition, such as retirement, career change, or loss of a loved one. Offering clients peace of mind is at the heart of this team’s mission.
Key Factors That Enabled FAI Wealth Management to Rank as One of the Top Maryland, D.C., and Virginia Financial Advisors
Comprehensive Six-Step Process
Working with a financial planning firm, especially for the first time, can cause some anxiety. To help clients feel more at ease, these Maryland, Virginia, and Washington, D.C. financial advisors use a six-step introductory process.
FAI designed its intro process to allow clients to fully understand the firm’s value to them before they commit to paying any fee.
This process includes:
1. Initial 30-Minute Phone Call
2. Discovery Meeting
3. FAI’s Analysis
4. Plan Outline Meeting
5. Sleep On It
6. Welcome Meeting
Broad Range of Services for Individuals & Families
This top financial advisor in Washington, D.C., Maryland, and Virginia offer a wide range of financial planning services for individuals and families.
The FAI team acts as your “family CFO” and ensures that no matter what challenges life may bring, you’ll have help guiding your financial life. This includes coordinating meetings with outside professionals as needed and offering the following integrated services:
- Retirement Planning
- Investment Management
- Tax Strategies
- Insurance Analysis
- Estate Planning
Rating Summary
FAI wealth management puts the benefits of expert financial planning in tangible terms to those going through transitions or just working towards a future financial goal. Its advisors believe in making the process as stress-free and informative as possible.
With a comprehensive onboarding process and a dedicated team of expert financial advisors, FAI Wealth Management is one of the best Maryland, Virginia, and D.C. financial advisors to consider. We’ve awarded the firm a 5-star rating.
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FBB Capital Partners Review
FBB Capital Partners operates on a mission to help clients lead more financially secure lives. This fee-only financial advisor in D.C., Virginia, and Maryland is a fiduciary and is completely employee-owned, fostering an environment of independent thinking.
The firm serves a wide range of clients, specializing in affluent individuals, families, foundations, and endowments. FBB has four locations, these include Annapolis, Bethesda, and Easton, Maryland, and Vienna, Virginia.
Key Factors That Enabled FBB Capital Partners to Rank as One of the Top Wealth Management Firms in D.C., Virginia, & Maryland
Client-Centric Process
Since the firm’s founding in 1989, this top financial planner, D.C., Virginia, and Maryland has made it a priority to provide exceptional wealth management with a completely tailored approach.
The advisors at FBB do this by looking at each individual situation and adjusting strategies over time as their client’s life evolves, and proactively monitoring financial and investment market environments.
FBB Capital Partners | Top Financial Advisors in D.C., Maryland, Virginia
Flexibility
As experienced financial advisors in Virginia, D.C., and Maryland, FBB sets itself apart with flexible portfolio management strategies.
Each FBB client works with their own dedicated portfolio manager to ensure a custom approach. Clients will find that the entire process and strategy is based on their individual goals, risk preferences, tax situation, and timeline.
Rating Summary
FBB Capital Partners offers a robust set of services, including everything from standard retirement planning and wealth management to unique offerings, such as executive services and elder care planning.
With highly personalized solutions and proactive monitoring, FBB Capital Partners scores a 5-star rating and is one of the best Maryland, D.C., or Virginia wealth management firms to consider.
Glassman Wealth Services Review
Glassman Wealth Services is a fee-only, boutique-by-design D.C., Maryland, and Virginia financial planner. The firm is a fiduciary and provides service-driven and highly customized wealth management services.
This top Virginia financial advisor has two offices, in Vienna, VA, and North Bethesda, MD. Glassman has a $2 million investment minimum, which allows it to have the time needed to focus on its clients.
Key Factors That Enabled Glassman Wealth Services to Rank as One of the Top D.C., Maryland, or Virginia Financial Advisors
Personalized Approach
Listening, communicating, and caring are all core tenants of the team at Glassman Wealth Services. As of the best financial advisors in D.C., Maryland, or Virginia, the firm begins every investment strategy with an in-depth conversation about your investment history, goals, retirement horizon, and risk comfort.
You gain the benefit of an integrated team of over a dozen experts working on your personalized plan using their collective knowledge and experience.
Dynamic Firm Culture
A vital part of a successful financial advisory relationship is how the firm sets its advisors up for success. At this top D.C., Maryland, and Virginia financial advisor, team members are encouraged to think strategically and take the necessary time to do things right.
The culture of support and mentorship for advisors at Glassman Wealth Services helps the firm attract the best talent to serve its clients. The firm is regularly honored with awards for being a “Best Place to Work,” including by publications like Inc., Washington Business Journal, and the Washingtonian.
Rating Summary
Glassman Wealth Services offers customized financial planning and wealth management services that are tailored to each client’s individual needs, and both long-term and short-term goals.
Offering holistic services and the latest investor technology tools, Glassman Wealth Services solidifies its 5-star rating as one of the top D.C., Maryland, and Virginia financial advisors to consider.
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Halpern Financial Review
Helping clients chart an individualized path to financial success, Halpern Financial is an independent, fiduciary, fee-only registered investment advisor with offices in Rockville, MD and Ashburn, VA.
Advisors at this top-rated Virginia financial advisor firm begin each client interaction by listening, which allows them to customize successful solutions. The firm specializes in working with high-net-worth individuals and families.
Key Factors That Enabled Halpern Financial to Rank as Top Financial Advisors in D.C., Virginia, and Maryland
Wide Range of Financial Services
A firm that can handle multiple different financial needs offers convenience and ensures a holistic strategy is taken with several financial areas of life.
Halpern Financial offers value through an impressive selection of wealth management services, all designed to work in unison towards reaching your goals.
Services offered by these top D.C., Maryland, and Virginia financial advisors include:
- Retirement Planning
- Investment Planning
- Cash Flow Planning
- College Planning
- Tax Efficiency
- Estate Planning
- Charitable Planning
- Risk Management
Professional Affiliations
As one of the top D.C., Virginia, and Maryland financial advisors Halpern Financial holds membership in several well-respected professional organizations. These memberships bring additional value to clients because they carry with them high ethical requirements and ongoing advisor education.
Affiliations held by these VA, MD, and DC financial advisors include:
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
- Financial Planning Association
- Certified Financial Planner™
- International Association of Registered Financial Consultants
Halpern Financial | Top Financial Planner DC, VA, MD
Rating Summary
Halpern Financial’s disciplined and scientific investment process is designed to be goal-focused and to mitigate controllable risks. This top financial advisor in Washington D.C., Virginia, and Maryland works to maximize value for clients.
With a fiduciary commitment and a wide range of integrated services, Halpern financial is one of the top Virginia, Maryland, and Washington, D.C. financial advisors and is awarded a 5-star rating.
Harbour Capital Advisors Review
A personal CFO that focuses on client goals and priorities, Harbour Capital Advisors is a fiduciary, fee-only financial advisor based in Tysons Corner, Virginia.
The firm traces its roots back to 1997 and has continued to focus on the financial well-being of the families it serves. This financial advisor in Washington, D.C., Virginia, and Maryland keeps client count low so it can offer high-quality support.
Key Factors That Enabled Harbour Capital Advisors to Rank as One of the Top D.C., Maryland, & Virginia Financial Advisors
Personal CFO Approach
Harbour Capital Advisors goes beyond just being a financial advisor and considers itself as a “Personal CFO” for each of its clients.
These financial advisors in DC, VA, and MD take the time to fully understand each client’s objectives and goals in order to provide tailored financial strategies.
As part of the Personal CFO approach, this top-rated Virginia financial advisor offers clients the benefit of working closely with a dedicated, familiar team.
Objective Investment Advisory
Clients of Harbour Capital Advisors can appreciate the proactive, objective, and flexible approach of these experienced financial advisors in Virginia. Decisions are based on well-researched assessments, years of expertise, and monitoring of global economies.
Because the firm works with a small, select group of clients, its advisors can be fully focused on each client’s needs. Portfolio managers actively implement and execute investment strategies designed to take advantage of near-term opportunities.
Rating Summary
For clients seeking a boutique firm that purposely keeps its client load low, Harbour Capital Advisors will be an attractive choice. This top Virginia financial planner takes pride in serving each client’s family with care.
With a sophisticated investment approach and dedication to trust and transparency, Harbour Capital Advisors is one of the best wealth management firms in D.C., Maryland, and Virginia and earns a 5-star rating.
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Kendall Capital Management Review
Kendall Capital Management is a top-rated fee-only, fiduciary financial advisor based in Rockville, MD, and serving the tri-state area. The firm uniquely serves what it terms as “middle-class millionaires,” which is clients with a minimum of $500,000 in investible assets.
These Maryland financial advisors have a goal to help clients sleep soundly at night by offering solid strategies to keep their finances moving in the right direction.
Key Factors That Enabled Kendall Capital Management to Rank as a Top Financial Advisor in DC, VA & MD
Middle-Class Millionaire®
While several investment advisors in the D.C. metro area work with high-net-worth individuals and affluent families, in the $1 million and $2 million minimum range, Kendall focuses on “middle-class millionaires.”
The firm’s advisors understand that clients with at least $500,000 in investable assets have financial needs that are just as important as those in the higher net-worth categories. The firm’s focus on this group expands the availability of quality financial services in the DC area.
Wealth Management Services
Leveraging experience and a network of financial and legal professionals allows Kendall Capital to offer value-added wealth management services to clients.
Some of the many holistic services that clients will find when working with these financial advisors in DC, VA & MD include:
- Cash flow projections
- Educational funding strategies
- Retirement needs
- Investment allocation
- Strategic income tax planning
- Wealth transfer and estate planning
- Trust management
- Social Security evaluation
- Philanthropic and gift planning
Kendall Capital | Top-Rated Maryland, D.C., Virginia Financial Advisor
Rating Summary
Kendall Capital’s unique approach makes it possible for families to grow their wealth to gain the expertise of a top-notch financial advisor. Its strategic relationships with other professionals help ensure maximum benefit.
With a detailed and personalized portfolio strategy and a broad range of services, Kendall Capital secures a 5-star rating and is one of the best D.C., Maryland, and Virginia financial advisors to consider.
McLean Asset Management Review
With a detailed discovery process and robust technology tools, McLean Asset Management has a lot to offer clients looking for an expert, fee-only DC, Maryland, or Virginia financial advisor.
The firm is a fiduciary and upholds a strong commitment to always put its clients’ best interests first. McLean has two offices, one in Tysons, VA and one in Bedford, NH.
Key Factors That Enabled McLean Asset Management to Rank as One of the Top Financial Advisors in DC, MD & VA
Distinctive Approach
McLean prides itself on taking a unique approach to retirement planning that ensures every decade is conforming to your retirement dreams. These top Virginia financial advisors have an in-depth discovery process to gather important client input needed for a strategic plan.
The discovery process at McLean is driven by the details. It begins with a risk questionnaire and a face-to-face meeting to learn more about the client’s preferences, goals, values, and future life events that could affect their financial objectives.
InStream Solutions℠
Portfolios and strategies are assessed and monitored continuously by the advisors at McLean. Advisors use InStream Solutions℠, a signature platform created by the company to alert them of changes in client accounts so they can make timely adjustments.
U.S. and global events are continuously monitored proactively, so any potential negative impacts can be mitigated, and opportunities capitalized upon.
Rating Summary
McLean Asset Management employs cutting-edge technology to keep client portfolios flexible, dynamic and working towards their future financial goals. Few firms have the retirement planning finesse of this top Virginia financial advisor.
With integrated financial and tax planning and a client-centered focus, McLean Asset Management scores a 5-star rating and is one of the top VA, MD & DC financial advisors to consider for retirement and other financial planning needs.
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SageVest Wealth Management Review
SageVest Wealth Management is a top fee-only, fiduciary financial advisor in the D.C. area that is based in McLean, VA. The firm takes a coordinated and comprehensive approach that goes beyond typical investment and advisory services.
These top Virginia financial advisors bring broader financial decisions under one roof to deliver more effective results that ensure all parts of your financial life are working together.
Key Factors That Enabled SageVest Wealth Management to Rank as One of the Top D.C., Maryland, and Virginia Financial Advisors
Real-Life Solutions
SageVest integrates real-life solutions with its financial planning and investment management services. This makes for a more realistic approach that can strategically address what’s happening in your life and with your wealth.
The team at this top-rated Virginia financial advisor firm believes that great financial management doesn’t need to be complicated. The firm uses technology to simplify the process for clients, giving them an easy and modern way to review accounts, their net worth, planning projections, recommendations, and more.
SageVest Wealth Management | Top Financial Planner DC, VA, MD
Retirement Planning Resources
If you have questions about saving for the retirement of your dreams, SageVest has the answers. The firm offers helpful retirement resources on its website with a wealth of information.
Resources include articles related to retirement benefits, healthcare, housing, and more, in addition to the answers to common retirement questions, such as:
- How much do I need to save for retirement?
- Can I retire early?
- When should I begin Social Security?
- What are the Required Minimum Distributions (RMDs)?
- How do I enroll in Medicare?
Rating Summary
SageVest offers expert financial planning and wealth management services to a wide range of client types, including individuals, families, business owners, women, federal employees, and more. This makes the firm a great option for a wide range of people.
With a focus on giving uncomplicated financial advice and a personalized approach, SageVest Wealth Management is awarded a 5-star rating. This is one of the top financial advisors in D.C., Virginia, or Maryland to consider.
The Family Firm, Inc. Review
The Family Firm offers a comprehensive approach to integrated financial planning. This fee-only financial advisory firm is based in Bethesda, MD, and has a mission to help clients see their bigger financial picture.
This top financial advisor in Washington, D.C., Virginia, and Maryland offers a wide range of services that include everything from investment management to estate planning.
Key Factors That Enabled The Family Firm to Rank as Top Financial Advisors in D.C., Virginia, and Maryland
Interactive Process
The Family Firm is committed to making each client’s financial plan as unique as they are. In developing a successful financial strategy, this financial advisor in Maryland uses a guided process built around four separate meetings with clients.
- Meeting 1: Discuss the big picture and overall financial security
- Meeting 2: Investment plan and portfolio recommendations
- Meeting 3: Estate planning and asset protection are discussed
- Meeting 4: Review, follow-up, and looking forward
Personalized Investment Approach
Each client investment plan is tailored to their needs and designed to perfectly match their goals and life situation. The expert D.C., Maryland, and Virginia financial advisors at The Family Firm care deeply about reflecting each client’s individuality.
Investment plans are supported by the following core principles:
- A focus on results
- Diversification
- Independent thinking
- Risk management
Rating Summary
The Family Firm has tiered flat-rate pricing that brings expert financial guidance to reach for many individuals and families. The firm’s philosophy is all about helping people safeguard their hard-earned money.
With a highly customized approach and a team dedicated to simplifying finances for clients, The Family Firm scores a 5-star rating. This is one of the best financial advisors in D.C., Virginia, and Maryland to consider.
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Conclusion — 2020-2021 Top 12 D.C., Maryland, and Virginia Financial Advisors (Tri-State)
Several factors go into choosing the best Maryland, D.C., or Virginia financial advisor. The firm’s minimum investible asset level is one of the first you want to consider, followed by things like specialties, and fee structure.
Many of these VA, MD, and Washington, D.C. financial advisors offer complimentary introductory meetings that you can take advantage of to learn more about the firm and get a general idea of the approach to your financial objectives.
We suggest you narrow down the advisors on this list to perhaps 3-4 to meet with via phone, video call, or in person. Then, once you’ve completed that step, you’ll hopefully be well on your way to a tailored financial strategy to help you reach your life goals.
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Image sources:
- https://pixabay.com/photos/capitol-washington-dc-aerial-view-395038/
- http://www.burtwealth.com/
- https://centurionwealth.com/
- https://www.fbbcapitalpartners.com/
- https://halpernfinancial.com/
- https://kendallcapital.com/working-with-you/wealth-management/
- https://www.sagevestwealth.com/services/
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Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
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