The Best Financial Advisors in Washington

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Washington Financial Advisor

Alpha Financial Advisors, LLC.

Alpha takes an uncompromised approach on behalf of every client. We are ideally sized to offer global services on a global scale while maintaining the ability to deliver the personal attention large firms often lose. As your advocate, we look out for you rather than you having to look out for us.

That commitment continues today as protection for clients is apparent in every manner of our practice. Diligent analysis across all financial topics form the basis of a partnership centered on enhancing our clients’ financial lives.

Services

Financial Counseling
Alpha Financial Advisors helps you make smart financial decisions through a relationship based on trust, integrity and personalized service. We offer guidance and management for all aspects of your financial plan and become your partner in life’s transitions such as marriage and having children, planning for college, job change, relocation, divorce, retirement, and transitioning assets to heirs.
Cash Flow Management
Alpha is a partner in day to day financial needs. We assess current financial health and show clients where they can save and be more efficient. We explain retirement plans and how to derive the most tax efficient income. We help establish goals and advise you on how to stay on track to meet those goals.
Reporting
Over the years, we have refined a highly individualized reporting system to analyze investments and convey returns in an accurate, easily understood manner. There may be another financial advisory firm providing this kind of report but we don’t know of any!

LLC. 8260 Greensboro Dr. #125 McLean, VA 22102

Bernhardt Wealth Management

As an investment advisor, Bernhardt Wealth Management adheres to a fiduciary duty to act solely in your best interest at all times, provide fair and full disclosure of all material facts, and deliver independent financial advice.

About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

How We Help
We act as your personal Personal Chief Financial Officer in all aspects of your financial life by providing customized investment plans and comprehensive wealth management services. We stay focused on your financial goals so you can focus on creating a quality of life that reflects your deepest values.

Our Process
We take a consultative approach to helping you make informed financial decisions. Our strategic wealth management process helps determine what type of wealth management plan will help ensure that you reach your goals. Your customized investment portfolio is regularly reviewed and adjusted to adhere to your changing goals and market shifts.

Our Services

Wealth Management
Investment Management
Small Business

7601 Lewinsville Road, Suite 210, McLean, VA 22102

Burt Wealth Advisors

Burt Wealth Advisors, located in Rockville, MD, a suburb of the DC Metro area, is a trusted partner of high net worth individuals, families, and business owners wishing to protect and grow their assets across generations. Our commitment to our clients’ financial success includes building a trusting, long-term relationship based on education, communication, objectivity, and proactive service.

We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Our fiduciary responsibility ensures that clients come first. Our team of lead advisors each have from 15 to over 25 years of experience helping clients.

Services

Financial Planning for:

Retirement
Tax Reduction
Business Planning
Education Funding

Estate Planning

Distribution
Minimize Expenses
Estate Tax Planning

Wealth Management

Investment Strategies for Complex Situations
Estate, Tax, and Business-Owner Strategies
Inter-generational Wealth Transfer

Tax Planning

Monitor Tax Changes and Rulings
Work Closely with Clients Accountants

Charitable Planning

Gifting Strategies During Lifetime and via Estate

Investment Strategies for Women

Longer Lifespan
Wage Disparity
Fewer Working Years

6116 Executive Blvd. Suite 500 N. Bethesda, Maryland 20852

Campbell Wealth Management

We are a group of hard working, resilient & growth oriented advisors, who are passionate about securing the financial future of our clients.

Our experienced wealth management advisors work tirelessly to help clients who are 55 and older build a secure financial future by offering plans which help capture the market while it is on the rise, and potential protection when the market is down.

Our retirement planning services assist clients with strategic plans to save and allocate finances to help provide freedom during retirement.

Services

Financial Planning

Financial planning is a long-term plan for how you will manage your finances analyzing your family status, income level and financial goals.

Income Planning

Income planning identifies any income gaps and how to solve them, and helps clients develop an idea of what their retirement will look like.

Insurance Planning

Financial planning helps build your finances up, and then insurance planning helps mitigate the risks associated with your entire plan.

Legacy Planning

Legacy planning allows people to choose how their wealth and assets are distributed once they pass away while avoiding the probate process.

Retirement Planning

Our retirement planning services help you identify your financial goals and help identify any risks that you may need to prepare for down the line.

Social Security Planning

Social security planning provides assistance with filing claim options to ensure that you are getting the most out of your Social Security.

330 John Carlyle Street, Suite 400 Alexandria, Virginia 22314

Glassman Wealth Services

At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It’s how we seek to ensure our client relationships are among the most enduring.

Some have achieved moderate success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn’t truly focused on their unique goals.People come to us for many reasons.

Services

Investment Management
We are goal driven. Just like you. When we create your investment portfolio, we combine extensive research, due diligence and portfolio modeling that results in a smart strategy designed for you and your family.
Financial Planning
It’s not enough to just consider investments. Because the concerns of outliving your money, preparing for retirement or knowing the best strategies to optimize your retirement income are just a few of the infinite financial issues you may face.
Tax and Estate Planning
Effective planning starts with smarter strategies. While our clients are patriotic, they aren’t interested in paying more than their fair share in taxes. We help them with income tax strategies today, estate planning strategies for the future, and we re-evaluate those plans as their circumstances or laws change.
Retirement Planning
Do you really know all you need to consider to retire well? It’s more than just figuring out the magic number you will need. It’s a complex undertaking where the decisions you make can have a substantial impact on your retirement years.

8000 Towers Crescent Drive Suite 1450 Vienna, VA 22182

Halpern Financial, Inc.

Fiduciary Approach To Wealth Management

Your best interest always comes first at Halpern Financial. Our clients benefit from the sum of our team’s talents in financial consulting, portfolio management, and personal finance education over a lifetime, from optimizing retirement saving to creating a legacy for generations to come.

What truly matters when you are trying to find a financial advisor? We wrote a guide to help in your financial advisor search, but the bottom line is: fee-only, independent, and fiduciary. At Halpern Financial, these qualities are the foundation of everything we do.

Halpern Financial has earned a reputation for excellence in our industry and we have been repeatedly recognized as a top wealth advisor by Washingtonian, Northern Virginia Magazine and others. We regularly contribute our investment and financial planning expertise to publications including the Wall Street Journal, the New York Times, and Bloomberg.

Fee-Only

fee only percentage of AUM. We receive no compensation from any product provider or transaction. Rather, we charge on a “fee-only” basis (a percentage of assets managed). We are paid solely by our clients to give advice and manage their portfolio.

Independent

independent We have no affiliation with any bank, broker, or insurer, and we avoid all conflicts of interest. Our loyalty is firmly to our clients.

A Registered Investment Advisor

We are subject to regulatory standards set by the U.S. Securities and Exchange Commission.

20365 Exchange Street, #200 Ashburn, VA 20147

North Financial

North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve.

Proud to be a fee-only fiduciary

Fee-only means that you pay for my expertise, guidance and support, not for commissions or sales. All of my fees are transparent and defined upfront. I don’t receive any kickbacks for products or recommendations, so you will never have to sit through sales presentations when working with me. When I provide advice, it’s because I think it’s a good fit to help you achieve your goals.

HOW WE WORK TOGETHER:

Getting Organized
Goal Setting and Planning For Life Changes
Investing that Aligns with Your Goals and Values
Insurance, Estate and Tax Planning
Strategic Business Management
Starting Your Own Business

Services

Comprehensive Financial Planning Services
Business Planning Services
Investment Management Services
Mini Financial Planning Session

700 12th Street NW, Suite 700 Washington

Opulen Financial Group LLC

When you work with Opulen Financial Group, you receive high-end boutique financial planning services. To us, you’re not just another client or account number like at larger firms. At Opulen Financial Group, you’re part of a clientele that we value deeply.

Opulen Financial Group, LLC is a fee for service financial planning firm committed to helping you achieve long-term financial success.

Through a structured approach and by listening intently to what is most important to you we will work closely with you to develop and prioritize your goals, analyze your strengths and weaknesses, and propose specifically tailored solutions to help meet your needs in the most efficient manner possible.

Services

Financial Planning
Opulen Financial Group leverages technology in our financial planning process to mitigate risk and achieve the best possible results. There’s no guesswork.
Wealth Management
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.
Risk Management
The bedrock of a well-thought-out financial plan is insurance. Insurance is like the foundation of a house; if there are cracks, eventually the house will fail. We work closely with insurance advisors who can help you address any gaps you have in your insurance coverage.
Tax Planning & Estate Planning
You can’t take it with you when you go, but you sure should be able to keep as much as you can in your pocket while you’re here! We’ll help you reduce your overall long-term tax burden, create tax-efficient drawdown strategies in later years, and transfer wealth seamlessly to beneficiaries.

1001 19th St N Suite 1200 Arlington

Phillips Financial Strategies

Phillips Financial Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service to neighbors on Capitol Hill and throughout the greater Washington DC metro region, earning us a reputation for excellence in our industry. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.

William A. Phillips has been providing financial services since 2008, first as a Financial Professional with AXA Advisors. In September 2014, William transitioned to operating Phillips Financial Strategies (FPS) as a Financial Professional and DBA (Doing Business As) in association with his investment advisor activities at Cambridge Investment Research. As of January 7, 2020, we have proudly become a Registered Investment Adviser Firm, still as Phillips Financial Strategies (PFS).

Meet Our Team
William A. Phillips isn’t just your financial services professional, he’s your neighbor right here on Capitol Hill.

Our Services
We can help integrate retirement planning into your overall financial plan, including investments and insurance.

Wealth Management Tools
Accounts. Documents. Assets. Control everything about your financial life in one secure and convenient place.

210 7th St SE Suite 202 Washington, DC 20003

Potomac Wealth Advisors, LLC

Whether you’re dealing with a career change, a divorce, a death in the family or are contemplating retirement, you are wise to explore sources of financial advice. We understand.

We’ve been there, hand in hand, standing by clients through their toughest times of transition. Regardless of your situation, we can help you navigate today’s complicated and changing financial environment. As a nationally recognized, fully-independent firm, our top priority is helping you receive the best guidance.

DEDICATED TO COMMUNITY

In addition to caring for the well being of our clients, we are also dedicated to our community, especially at-risk youth. We are proud supporters of the Boys and Girls Club of America and welcome further opportunities to empower underprivileged youth.

COUNTDOWN TO FINANCIAL FREEDOM

This easy to read book offers insights to those striving to accumulate and protect their wealth. In a complex, uncertain world, choices around money matter, and Mark outlines strategies to help you deal with life transitions and other circumstances.

Services

Life Transition Strategies
Wealth Management
Retirement Planning
Insurance Strategies
401(k) Plan Review & Implementation
Tax and Estate Planning

15245 Shady Grove Rd. Suite 410 Rockville

The Best Financial Advisors in Washington

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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