They Know Money

Looking for good advice? Here are 160 of the area’s top financial planners, wealth managers, accountants, and estate planners.

By: Sherri Dalphonse

These money experts are recognized by their peers as among the best in the area.

To come up with this list, The Washingtonian first surveyed hundreds of financial experts, asking: “Whom would you trust with your own money?” We followed up the survey with our own research. The people listed received the most recommendations.

No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Almost every law firm in Washington has an expert on estate planning, and investment advisers can be found at banks such as SunTrust and BB&T and at investment houses such as Charles Schwab and Edelman Financial Services. This list should be just one reference. Along with considering these names, ask friends, colleagues, and financial professionals you already work with for recommendations.

Keep in mind that some financial planners are also investment managers and vice versa. Some key qualifications to look for include CFP (certified financial planner), CFA (chartered financial analyst), and PFS (personal financial specialist).

In the list, “minimum” refers to the minimum investment portfolio handled by a financial planner or money manager.

Financial Planners

Alexandra Armstrong, CFP, Armstrong Fleming & Moore, Northwest DC; 202-887-8135; afmfa.com. Minimum investment portfolio: $1 million. Both set fee and fee based on percentage of assets.

Stephen E. Bingham, CFP, Bingham Financial Advisory, Arlington; 703-536-6863. No minimum. Fee only.

Bill Brennan, PFS, CFP, CPA, Capital Management Group, Northwest DC; 202-296-3306; capitalmanagementgrp.com. Minimum: $500,000. Fee only.

Cal U. Brown, CFP, the Monitor Group, McLean; 703-288-0500; themonitorgroup.com. Minimum: $1 million. Fee only.

Christopher N. Brown, CFP, Ivy League Financial Advisors, Rockville; 301-258-1300. Minimum: $300,000. Fee only.

James Bruyette, CFP, CPA, Harris SBSB, McLean; 703-734-9300; sbsbinc.com. Minimum: $1 million. Fee only.

Glen J. Buco, CFP, West Financial Services, McLean; 703-847-2500; westfinancial.com. Minimum: $1 million. Fee based on percentage of assets.

Elissa Buie, CFP, Yeske Buie, Vienna; 703-538-2116; yebu.com. Minimum: $5 million. Fee based on percentage of assets.

Stephan Q. Cassaday, CFP, Cassaday & Company, McLean; 703-506-8200; cassaday.com. Minimum: $1 million. Both set fee and fee based on percentage of assets.

Paul F. Cocozza, CFP, CPA, Cocozza Financial Planning, Arlington; 703-276-1243. No minimum. Fee only.

Ken Diehl, CFP, CPA, Cornerstone Financial Planning, Gaithersburg; 301-253-0600; cornerstonefinancialplanning.com. No minimum. Fee only.

Marjorie L. Fox, CFP, Fox, Joss & Yankee, Reston; 703-889-1111; fjyfinancial.com. Minimum: $1 million. Fee only.

Susan G. Freed, CFP, Freed Advisors, Chevy Chase; 301-657-1700; freedadvisors.com. Minimum: $1.5 million. Fee only.

Mindy Gasthalter, CFP, Pinnacle Advisory Group, Columbia; 410-995-6630; pinnacleadvisory.com. Minimum: $750,000. Fee only.

Barry Glassman, CFP, Cassaday & Company, McLean; 703-506-8200; cassaday.com. Minimum: $2 million. Both set fee and fee based on percentage of assets.

Dennis M. Gurtz, CFP, CPA, CFA, Gurtz, Yurachek, Brostrom & Associates with Ameriprise Financial, Bethesda; 301-320-0500; dennisgurtz.com. No minimum. Fee and commission.

Patricia P. Houlihan, CFP, Houlihan Financial Resource Group, Reston; 703-796-0800; houlihanfinancial.com. Minimum: $1 million. Both fee only and fee based on percentage of assets.

Mark Johannessen, CFP, Harris SBSB, McLean; 703-734-9300; sbsbinc.com. Minimum: $1 million. Fee only.

Jocelyn Kaplan, CFP, Advisors Financial, Falls Church; 703-883-0300; advisorsfinancial.com. Minimum: $400,000. Both set fee and fee based on percentage of assets.

Glenn Kautt, CFP, the Monitor Group, McLean; 703-288-0500. themonitorgroup.com. Minimum: $1 million. Fee only.

Mary A. Malgoire, CFP, the Family Firm, Bethesda; 301-656-3999; familyfirm.com. Minimum portfolio of $1 million or annual fee of $6,000. Fee only.

Debbie May, CFP, CPA, May & Barnhard, Bethesda; 301-656-5794; www.may-barnhard.com. No minimum. Fee only.

Eileen M. O’Connor, CFP, McLean Asset Management, McLean; 703-827-0636; mcleanam.com. Minimum: $1 million. Fee only.

Everette B. Orr, CFP, CFA, CPA, Orr Financial Planning, McLean; 703-749-1415; orrfinancialplanning.com. Minimum: $100,000. Fee only; $3,000 minimum fee.

Ron Rubin, PFS, CPA, Bridgewater Wealth Management, Bethesda; 301-656-1200; bridgewaterwealth.com. Minimum: $1 million. Fee based on percentage of assets.

Karen P. Schaeffer, CFP, Schaeffer Financial, Rockville; 301-933-5550. No minimum. Fee only.

Richard H. Schoenfeld, CFP, InterVest, Chevy Chase; 301-951-4455; intervestltd.com. No minimum. Fee only.

Annette F. Simon, CFP, Garnet Group, Bethesda; 301-564-3000; garnetgroup.com. Minimum: $10,000 a year. Fee based on net worth.

Leslie K. Smith, JD, Citi Private Bank, Northwest DC; 202-776-1532; citi.com. Minimum: $5 million. Fee based on percentage of assets.

Greg Sullivan, CFP, CPA, Harris SBSB, McLean; 703-734-9300; sbsbinc.com. Minimum: $1 million. Fee only.

Steven Thalheimer, CFP, Thalheimer Financial Planning, Silver Spring; 301-589-6868. No minimum portfolio. Fee only; $3,000 minimum annual fee.

Barbara Warner, CFP, Warner Financial Group, Bethesda; 301-961-9505; warner-financial.com. No minimum. Fee and commission.

Paul Yurachek, CFP, CPA, Gurtz, Yurachek, Brostrom & Associates with Ameriprise Financial, Bethesda; 301-320-0500; paulyurachek.com. No minimum investment. Fee and commission.

Investment Managers

George F. Albright Jr., JD, J.P. Morgan, Northwest DC; 202-533-2136; jpmorgan.com. Minimum: $20 million. Fee only.

Michael F. Bearer, CFP, CPA, PFS, Aegis Wealth Management, Bethesda; 240-482-2560; aegiswealth.com. No minimum. Fee only.

John T. Beaty Jr., Brown Advisory, Bethesda; 301-718-8600; brownadvisory.com. Minimum: $3 million. Fee only.

Joseph M. Brodecki, CFP, Bernstein Global Wealth Management, Northwest DC; 202-261-6700; bernstein.com. Minimum: $1 million. Fee based on percentage of assets.

Lynn Alexis Lee Corey, Morgan Stanley, Alexandria; 703-535-8300. No minimum. Both set fee and fee based on percentage of assets.

Fred J. Cornelius, CFA, CFP, Burt Associates, Rockville; 301-770-9880; burtassociates.com. Minimum: $1 million. Both set fee and fee based on percentage of assets.

Michael Cornfeld, Heritage Investors Management Corporation, Bethesda; 301-951-0440. Minimum: $1 million. Fee based on percentage of assets.

John T. Devine, CPA, PFS, GenSpring Family Offices, Chevy Chase; 240-482-1400; genspring.com.

Michael K. Farr, Farr, Miller & Washington, Northwest DC; 202-530-5600; farrmiller.com. Minimum: $500,000. Fee based on percentage of assets.

Lawrence P. Fisher II, Bessemer Trust, Northwest DC; 202-659-3330; bessemer.com. Minimum: $10 million. Fee based on percentage of assets.

Thomas D. Frank, CFA, Chevy Chase Trust, Bethesda; 240-497-5000; chevychasetrust.com. Minimum: $2 million. Fee based on percentage of assets.

Michael Gildenhorn, Chevy Chase Trust, Bethesda; 240-497-5094; chevychasetrust.com. Minimum: $2 million. Fee based on percentage of assets.

Thomas Gletner, SunTrust Investment Services, DC; 202-879-7077. Minimum: $1 million. Fee based on percentage of assets.Jon Heisler, Bernstein Global Wealth Management, Northwest DC; 202-261-6700; bernstein.com. Minimum: $500,000. Fee only.

Donald Irwin, J.P. Morgan, Northwest DC; 202-533-2111; jpmorgan.com. Minimum: $20 million. Fee only.

Catherine Joyce, Morgan Stanley, Northwest DC; 202-862-9171. Minimum: $1 million. Set fee and fee based on percentage of assets.

Paul Juergensen II, CFP, Merrill Lynch, Northwest DC; 202-434-4712; merilllynch.com. Minimum: $250,000. Fee based on percentage of assets and commission.

Veena A. Kutler, CFA, Garnet Group, Bethesda; 301-564-3000; garnetgroup.com. Minimum: $10,000 a year. Fee based on net worth.

J. Michael Martin, CFP, Financial Advantage, Columbia; 410-715-9200; financialadvantageinc.com. Minimum: $1 million. Fee only.

Terrance McGowan, Goldman Sachs, DC; 202-585-6710; gs.com. Minimum: $10 million. Fee based on percentage of assets.

Skip W. Mersereau, CFA, Carderock Capital Management, Chevy Chase; 301-951-5288; carderockcapital.com. Minimum: $500,000. Fee based on percentage of assets.

Carolyn Miller, CFA, Marshfield Associates, Northwest DC; 202-828-6200; marshfieldinc.com. Minimum: $1 million. Fee only.

John E. Montgomery, Montgomery Brothers, Northwest DC; 888-293-6668; montgomerybros.com. Minimum: $500,000. Fee based on percentage of assets.

Paul A. Pagnato Jr., Merrill Lynch, Northwest DC; 202-659-7422; totalmerrill.com. Minimum: $10 million. Fee only.

Alice Paik, Brown Advisory, Northwest DC; 202-263-0710; brownadvisory.com. Minimum: $5 million. Fee based on percentage of assets.

Thomas A. Toth, Toth Financial, Leesburg; 703-443-8684. Minimum: $250,000. Fee based on percentage of assets.

Susan Traver, Rockefeller & Co., Northwest DC; 202 719-3020; rockco.com. Minimum: $10 million. Both set fee and fee based on percentage of assets.

Paul G. Veith, CFA, Rockefeller & Co., Northwest DC; 202 719-3010; rockco.com. Minimum: $5 million. Negotiable fees.

Ronald L. West, CFP, West Financial Services, McLean; 703-847-2500; westfinancial.com. Minimum: $1 million. Fee only.

Gail H. Winslow, Ferris Baker Watts, Northwest DC; 202-661-9511; fbw.com. Minimum: $350,000. Both set fee and fee based on percentage of assets.

Bernard R. Wolfe, Bernard R. Wolfe & Associates, Chevy Chase; 301-652-9677; bernardwolfe.com. No minimum. Both fee only and fee based on percentage of assets.

Tax Accountants

These accountants are all CPAs.

James L. Alkire, Herndon; 703-467-8170.

Arthur Auerbach, Goodman & Co., McLean; 703-970-0400; goodmanco.com.

Philip Baker, Regardie Brooks & Lewis, Bethesda; 301-654-9000; rblcpa.com.

Robert G. Baldassari, Matthews, Carter, and Boyce, Fairfax; 703-218-3600; mcb-cpa.com.

Sharon Berman, Argy, Wiltse & Robinson, McLean; 703-893-0600; awr.com.

Colette D. Cahill, Ross Langan & McKendree, McLean; 703-893-2660; rlmcpa.com.

Thomas E. Cox, Thompson, Greenspon & Co., Fairfax; 703-385-8888; tgccpa.com.

John Cutler, Beers + Cutler, Vienna; 703-923-8300; beersandcutler.com.

Patricia Drolet, CPA, PFS, Drolet + Associates, Northwest DC; 202-822-0717; drolet-and-associates.com.

Arthur J. Dykes, RSM McGladrey, Gaithersburg; 301-296-3600; rsmmcgladrey.com.

Robert H. Frank, Frank & Company, McLean; 703-821-0702; frankandco.com.

Dalbert B. Ginsberg, Ginsberg & Helfer, Northwest DC; 202-223-5000; ghcpa.net.

Paul Gnatt, Regardie Brooks & Lewis, Bethesda; 301-654-9000; rblcpa.com.

Susan B. Gregg, CFP, Goodman & Co., McLean; 703-970-0400; goodmanco.com.

Bill Gruen, Gruen & Wichansky, Northwest DC; 202-244-6238.

Susan B. Hepner, Freidkin, Matrone & Horn, Rockville; 301-770-3750; fmhcpa.com.

Roger L. Heymann, Heymann, Suissa & Stone, Rockville; 240-499-3600; hsscpa.com.

Amelia Hillman, Beers + Cutler, Vienna; 703-923-8300; beersandcutler.com.

Dwayne Holt, Beers + Cutler, Vienna; 703-923-8300; beersandcutler.com.

Lee Isaacson, Reznick Group, Bethesda; 301-652-9100; reznickgroup.com.

Robert Jones, Hariton Mancuso & Jones, Rockville; 301-984-6400.

Gabrielle Kaufman, RSM McGladrey, Gaithersburg; 301-296-3600; rsmmcgladrey.com.

Sheldon J. Liptz, Liptz, Roberts & Marquez, Chevy Chase; 301-657-2900; lrmcpas.com.

Roger W. Overton, Homes, Lowry, Horn & Johnson, Fairfax; 703-281-4880; hlhj.com.

Walter C. Pennington, CFP, Dembo Jones Healy Pennington & Marshall, Rockville; 301-770-5100; djhpm.com.

Allan E. Roberts, Liptz, Roberts & Marquez, Chevy Chase; 301-657-2900; lrmcpas.com.

Christopher P. Sintetos, CFP, Argy, Wiltse & Robinson, McLean; 703-893-0600; awr.com.

Paul F. Sullivan Jr., Sullivan & Co., Bethesda; 301-657-8080; esullivan.net.

James C. Wagenmann, Watkins, Meegan, Drury & Company, Bethesda; 301-654-7555; wmdco.com.

Jeffrey E. Weintraub, Goodman & Co., Rockville; 240-403-3700; goodmanco.com.

Estate Attorneys

These estate experts have law degrees; we’ve noted those who also have a CPA.

W. Shepherdson Abell, Furey, Doolan & Abell, Chevy Chase; 301-652-6880; fdalaw.com.

Gary Altman, Altman and Associates, Rockville; 301-468-3220; altmanassociates.net.

Ronald D. Aucutt, McGuireWoods, McLean; 703-712-5497; mcguirewoods.com.

William L. Babcock Jr., Alexandria; 703-518-8400; willtrustestate.com.

Frank S. Baldino, Lerch, Early & Brewer, Bethesda; 301-986-1300; lerchearly.com.

Leigh-Alexandra Basha, Holland + Knight, McLean; 703-720-8081; hklaw.com.

Holly M. Bastian, Arent Fox, Northwest DC; 202-857-6000; arentfox.com.

Edward J. Beckwith, Baker Hostetler, Northwest DC; 202-861-1646; bakerlaw.com.

Shelton M. Binstock, CPA, Binstock, Torchinksy and Associates, Chevy Chase; 301-657-5555; binstocktorchinsky.com.

John M. Bixler, Ross Marsh & Foster, Northwest DC; 202-822-8888; rossmarshfoster.com.

Doris Blazek-White, Covington & Burling, Northwest DC; 202-662-5490; cov.com.

James L. Boring, Boring & Pilger, Vienna; 703-763-0914; boringandpilger.com.

Thomas H. Campbell, Yates, Campbell, Christopher & Yates; Fairfax; 703-273-4230.

Deborah D. Cochran, CPA, Cochran & Owen, Vienna; 703-847-4480; cochranowen.com.

Earl M. Colson, Arent Fox, Northwest DC; 202-857-6000; arentfox.com.

Paul B. Cromelin III, Craighill, Mayfield, Fenwick, Cromelin & Cobb, Northwest DC; 202-364-4242; lawyers.com/cmfcc.

John P. Cummins III, Colten Cummins Watson & Vincent, Fairfax; 703-277-9700; coltenlaw.com.

Michael F. Curtin, Curtin Law Roberson Dunigan & Salans, Northwest DC; 202-530-3300; curtinlawroberson.com.

William E. Davis, Ross, Marsh & Foster, Northwest DC; 202-822-8888; rossmarshfoster.com.

David S. De Jong, CPA, Stein Sperling, Rockville; 301-340-2020; steinsperling.com.

Wayne D. Eig, Paley Rothman, Bethesda; 301-656-7603; paleyrothman.com.

Jay M. Eisenberg, Shulman, Rogers, Gandal, Pordy & Ecker, Rockville; 301-230-5200; shulmanrogers.com.

Nancy G. Fax, Pasternak & Fidis, Bethesda; 301-656-8850; pasternakfidis.com.

Dena C. Feeney, Feeney & Kuwamura, Silver Spring; 301-587-2240; faklaw.com.

Marc Feinberg, West & Feinberg, Bethesda; 301-951-1500; westfeinberg.com.

Mark G. Ferguson, CPA, Walton & Adams, Reston; 703-790-8000; walton-adams.com.

Marcia C. Fidis, Pasternak & Fidis, Bethesda; 301-656-8850; pasternakfidis.com.

Donna Esposito Fincher, Vaughan, Fincher & Sotelo, Vienna; 703-506-1810; vfspc.com.

Jonathan M. Forster, Greenberg Traurig, McLean; 703-749-1300; gtlaw.com.

Robert A. Gazzola, Quinn, Racusin & Gazzola, Northwest DC; 202-842-9300; qrglawfirm.com.

Ellen K. Harrison, Pillsbury, Northwest DC; 202-663-8000; pillsburylaw.com.

Everett Hoeg, Venable, Vienna; 703-760-1600; venable.com.

Beth Shapiro Kaufman, Caplin & Drysdale, Northwest DC; 202-862-5000; caplindrysdale.com.

Don Kozusko, Kozusko Harris Vetter Wareh, Northwest DC; 202-457-7200; kozlaw.com.

George P. Levendis, Levendis Law Group, Northwest DC; 202-223-8340; levendislaw.com.

John M. Lynham Jr., Foley & Lardner, Northwest DC; 202-672-5518; foley.com.

Robert E. Madden, Blank Rome, Northwest DC; 202-772-5800; blankrome.com.

Mary Ann Mancini, Bryan Cave, Northwest DC; 202-508-6000; bryancave.com.

Virginia A. McArthur, Northwest DC; 202-857-3434; mcarthurlaw.com.

Jerry J. McCoy, Northwest DC; 202-466-6941; mccoylaw.com.

James E. McNair, Patton Boggs, McLean; 703-744-8050; pattonboggs.com.

William G. Murray, Manning & Murray, Arlington; 703-532-5400.

Jeanne L. Newlon, Venable, Northwest DC; 202-344-4000; venable.com.

Anne J. O’Brien, Arnold & Porter, Northwest DC; 202-942-5000; aporter.com.

Julia O’Brien, Furey, Doolan & Abell, Chevy Chase; 301-652-6880; fdalaw.com.

Philip L. O’Donoghue, Furey, Doolan & Abell, Chevy Chase; 301-652-6880; fdalaw.com.

Joe L. Oppenheimer, Oppenheimer, Fleischer & Quiggle, Bethesda; 301-656-5700; ofqlaw.com.

Alfred Pasternak, Pasternak & Fidis, Bethesda; 301-656-8850; pasternakfidis.com.

Lynn K. Pearle, Arent Fox, Northwest DC; 202-857-6000; arentfox.com.

Lloyd Leva Plaine, Sutherland, Northwest DC; 202-383-0100; sutherland.com.

Benjamin H. Pruett, Bessemer Trust, Northwest DC; 202-659-3330; www.bessemer.com.

Thomas W. Richardson, Arnold & Porter, Northwest DC; 202-942-5000; aporter.com.

Alban Salaman, Holland + Knight, Northwest DC; 202-457-5938; hklaw.com.

Laurence Salans, Curtin Law Roberson Dunigan & Salans, Northwest DC; 202-530-3300; curtinlawroberson.com.

A. Christopher Sega, Venable, Northwest DC; 202-344-4000; venable.com.

Douglas L. Siegler, Sutherland, Northwest DC; 202-383-0100; sutherland.com.

Ira S. Siegler, Northwest DC; 202-737-0220.

Frederick J. Tansill, Frederick J. Tansill & Associates, McLean; 703-847-1359; fredtansill.com.

David B. Torchinsky, CPA, Binstock, Torchinksy and Associates, Chevy Chase; 301-657-5555; binstocktorchinsky.com.

Stefan Tucker, Venable, Northwest DC; 202-344-4000; venable.com.

Patrick J. Vaughan, CPA, Vaughan, Fincher & Sotelo, Vienna; 703-506-1810; vfspc.com.

Nicholas D. Ward, Northwest DC; 202-289-6440; 1800probatelawfirm.com.

Edward Weidenfeld, Weidenfeld Law Firm, Northwest DC; 202-785-2143; weidenfeldlaw.com.

Mark B. Weinberg, Weinberg & Jacobs, Rockville; 301-468-5500; weinbergandjacobs.com.

Steven A. Widdes, Paley Rothman, Bethesda; 301-951-9331; paleyrothman.com.

Munford R. Yates Jr., Yates, Campbell, Christopher & Yates; Fairfax; 703-273-4230.

Wendy B. Yurachek, Maloney & Yurachek, Falls Church; 703-237-1470; maloneyyurachek.com.

Want to nominate a good financial adviser for a future list? Send an e-mail with the subject line “money” to sdalphonse@washingtonian.com.

This article first appeared in the January 2009 issue of The Washingtonian magazine. For more articles from that issue, click here.