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They Know Money: Estate Attorneys
Here are the area’s best financial planners, wealth advisers, tax accountants, insurance experts, and estate attorneys who can provide financial help and advice By Sherri Dalphonse
Comments () | Published November 15, 2010

How did The Washingtonian put together this list of the area’s top financial experts?

We first surveyed hundreds of area financial professionals, asking them: Whom would you trust with your own money? We also did our own research. The experts listed here received the most recommendations.

No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the person is right for your needs.

Estate planners prepare wills , trusts, and health-care powers of attorney. These experts all have law degrees; we’ve noted those who also are CPAs. We’ve noted any specialties as well, though most attorneys can handle any type of client.

Key Credentials:

CFA: chartered financial analyst
CFM: certified financial manager
CFP: certified financial planner
CFS: certified fund specialist
ChFC: chartered financial consultant
CIC: chartered investment counselor
CIMA: certified investment-management analyst
CLU: chartered life underwriter
CPA: certified public accountant
JD: juris doctor (attorney)
PFS: personal financial specialist

THE LIST:

Charles S. Abell; Chevy Chase

W. Shepherdson Abell; Chevy Chase

Gary Altman; Rockville

Ronald D. Aucutt; McLean

Leigh-Alexandra Basha; McLean

Holly M. Bastian; Washington DC

Edward J. Beckwith; Washington DC

Doris Blazek-White; Washington DC

James L. Boring; Vienna

Thomas H. Campbell; Fairfax

Deborah D. Cochran; Vienna

Earl M. Colson; Washington DC

Michael F. Curtin; Washington DC

Jay M. Eisenberg; Potomac

Nancy G. Fax; Bethesda

Marc R. Feinberg; Bethesda

Donna Esposito Fincher; Vienna

Ellen K. Harrison; Washington DC

Beth Shapiro Kaufman; Washington DC

Don Kozusko; Washington DC

Rhonda J. MacDonald, CPA; Vienna

 

Robert E. Madden; Washington DC

Mary Ann Mancini; Washington DC

Virginia A. McArthur; Washington DC

Jerry J. McCoy; Washington DC

James E. McNair; McLean

William G. Murray; Arlington

Anne J. O'Brien; Washington DC

Philip L. O'Donoghue; Chevy Chase

Lynn K. Pearle; Washington DC

Thomas W. Richardson; Washington DC

Alban Salaman; Washington DC

A. Christopher Sega; Washington DC

Douglas L. Siegler; Washington DC

Martha Sotelo; Vienna

Kelly A. Thompson; Arlington

Stefan F. Tucker; Washington DC

C. Daniel Vaughan; Vienna

Patrick J. Vaughan, CPA; Vienna

Robert E. Ward; Bethesda

Steven A. Widdes; Rockville

This list first appeared in the November 2010 issue of The Washingtonian.

Contributing to this article were Marisa M. Kashino, Mary Clare Glover, Zac Farber, Anna Spiegel, Luke Mullins, Mollie Reilly, Elliot Kort, Caitlin Fairchild, Sherri Dalphonse, Emily Leaman, Katie Glueck, Jason Koebler, Cindy Rich, Kate Nerenberg, Denise Kersten Wills, Jack Limpert, Garrett M. Graff, and Ken DeCell.

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Posted at 12:00 AM/ET, 11/15/2010 RSS | Print | Permalink | Comments () | Washingtonian.com Articles