Financial Advisers

Washington, DC’s Best Financial Advisers: Fee-Based Advisers

Best Financial Advisers in DC
Photograph by Colin Anderson/Getty Images.

As with fee-only advisers, these fee-based advisers may charge an annual fee of about 1 percent to manage a client’s portfolio, but they also may have other revenue streams—such as referral fees for sending a client to a certain mortgage specialist or commissions on mutual funds. Although some people argue that advisers who earn commissions can’t be free of bias, those listed here are said to work in a client’s interest. Advisers who are registered investment advisers are also subject to oversight, from the Securities and Exchange Commission and the Financial Industry Regulatory Authority.

Egan_Nov2012 FEATURED: Michael Egan
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.

Egan, Berger & Weiner Independent Financial Planning
1919 Gallows Road
Vienna, VA 22182

Clarendon Wealth Management believes in a focused and disciplined wealth management approach to help our clients pursue their passions. An independent financial planning firm, we make it our priority to work closely with our clients to understand their values, needs, goals and attitudes toward money and investing to develop a wealth plan that is comprehensive, customized, and actionable. With almost two decades of financial planning experience, we take great pride in the long term trusting relationships that we share with our clients. We welcome the opportunity to share with you our boutique approach to comprehensive wealth management.

Specialization: Comprehensive Wealth Management, Estate Planning, Retirement Income Strategies
Designations, Affiliations, Awards: Top Wealth Advisors 2016 – Washingtonian, Best Financial Planner/Advisor 2015 – Arlington Magazine, Best Practices Award 2015 Investment News

Clarendon Wealth Management
3033 Wilson Blvd, #430
Arlington, VA 22201

Matthew Anderson. CFP, CPWA, CLU, the Wise Investor Group, Reston; 571-203-1600

Alexandra Armstrong. CFP, Armstrong, Fleming & Moore, downtown DC; 202-887-8135

Gregory Baker. CIMA, Merrill Lynch, Bethesda; 301-215-4424

Joseph Brodecki. AB Bernstein, downtown DC; 202-261-6730

Ilene Brostrom. CFP, Gurtz, Yurachek, Brostrom & Associates, Bethesda; 301-320-1465

Stephan Cassaday. CFP, CFS, Cassaday & Company, McLean; 703-506-8200

Marguerita (Rita) Cheng. CFP, CRPC, Blue Ocean Global Wealth, Rockville; 301-502-5306

Michael Egan. CFP, Egan, Berger & Weiner, Vienna; 703-506-0030

Jeffrey Eveland. CFP, CRPC, Merrill Lynch, Leesburg; 703-779-2130

Ryan Fleming. CFP, Armstrong, Fleming & Moore, downtown DC; 202-887-8135

Donald Irwin. J.P. Morgan Private Bank, downtown DC; 202-533-2111

Michael Kalas. CFP, AIF, Potomac Financial Private Client Group, McLean; 703-891-9960

James King. Merrill Lynch, downtown DC; 202-659-6055

Michael Kitces. CFP, CLU, ChFC, Pinnacle Advisory Group, Columbia; 410-995-6630

Christopher Krell. CFP, CFS, Cassaday & Company, McLean; 703-506-8200

Daniel Lash. CFP, AIF, VLP Financial Advisors, Vienna; 703-356-4360

M. Katherine Liola. CFP, CRPC, AIF, Concentric Private Wealth, McLean; 703-891-9966

Terrance McGowan. Goldman Sachs, downtown DC; 202-585-6710

Marvin McIntyre. Morgan Stanley Private Wealth Management, downtown DC; 202-778-1381

John Nguyen. CFP, CIMA, AIF, Clarendon Wealth Management, Arlington and Charlottesville; 571-257-3252

Michael Orfini. Northern Trust, downtown DC; 202-303-1716

Kent Overholt. Merrill Lynch, Vienna; 703-734-8190

Paul Pagnato. Pagnato Karp, Reston; 703-468-2700

Greg Popera. Merrill Lynch, Vienna; 703-734-8914

Scott Pulsifer. CFP, CFA, CLU, Spire Securities, McLean; 703-980-3766

Thomas Rietano. Merrill Lynch, downtown DC; 202-659-7421

Rick Schultz. CPWA, CIMA, CEP, the Washingtonian Group, UBS Private Wealth Management, downtown DC; 202-942-2880

Gregory Smith. CFP, ChFC, CPWA, CTFA, the Wise Investor Group, Robert W. Baird & Co., Reston; 571-203-1623

Anne McCabe Triana. CFP, CRPC, Curo Private Wealth, Reston; 571-526-4581

Bruce Vaughn. CFP, AIF, VLP Financial Advisors, Vienna; 703-356-4360

Barbara Warner. CFP, Warner Financial, Bethesda; 301-961-9505

Eric Wightman. the Wise Investor Group, Reston; 571-203-1600

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