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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
Comments () | Published January 1, 2009

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.

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Posted at 04:00 PM/ET, 01/01/2009 RSS | Print | Permalink | Washingtonian.com Articles