They Know Money 2012: Financial Advisers

These advisers charge flat fees for some services and may earn commissions on products they sell, such as mutual funds. Although some people argue that advisers who earn commissions can’t be free of bias, these professionals are said to work in a client’s interest. The fee-and-commission model can be cheaper than an annual fee based on a percentage of assets for some clients, such as those who make few trades.

  • Enhanced Listing

    Michael Egan

    Egan, Berger & Weiner Independent Financial Planning

    At Egan, Berger & Weiner, the vision is uniquely yours, the strategies are uniquely ours. An independent financial planning firm, EBW provides unbiased guidance to assist clients in the safekeeping of their and their family’s financial future. Following the six step Financial Planning Process, we will help you articulate your vision for the future, create thoughtful and appropriate strategies and put the plan into action. Maintaining close relationships with our clients is of paramount importance at EBW and together we will monitor your progress towards your goals and make adjustments as appropriate to help you achieve your unique vision. Registered Representative of ING Financial Partners, Securities and Investment Advisory Services offered through ING Financial Partners, member SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by ING Financial Partners.

    1919 Gallows Road, Vienna, VA 22182 | 703-506-0030

Alexandra Armstrong, CFP; Washington DC

Randy R. Beeman, Reston

Ilene Brostrom, CFP; Bethesda

Stephan Q. Cassaday, McLean

Marguerita (Rita) Cheng, CFP; Bethesda

Ric Edelman, CFS; Fairfax

Michael P. Egan, CFP; Vienna

Ryan Fleming, CFP; Washington DC

Howard Gartenhaus, CFS; Rockville

Joseph Jacques, CPA, CFP; Rockville

Daniel Lash, CFP; Vienna

Jack May, CFP; Falls Church

Terrance McGowan, Washington DC

Paul A. Pagnato, CFM; Reston

William R. Slater III, Washington DC

Barbara Warner, CFP; Bethesda

Back to Our Guide to Financial Planning ››


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