Financial Advisers

Washington, DC’s Best Financial Advisers: Fee-Only Financial Planners

Best Financial Advisers in DC
Photograph by Colin Anderson/Getty Images.
These financial advisers are mainly certified financial planners; CFPs can create detailed financial plans covering not just cash and investments but also insurance, trusts, wills, and more. Some of these advisers help manage money, while others do not get into specific investments. Fee-only advisers don’t accept commissions for any investment a client buys—a practice, they say, that minimizes conflicts of interest. They make money by charging a flat or hourly fee, or an annual fee based on the total assets under management. Most of the advisers on the list work with any type of client, but we’ve noted any specialties.
FEATURED: J. Mark Joseph, CFP®, CPA, PFS, ChFC, CLU, CAP Sentinel Wealth Management is focused on helping you grow, steward, and protect your personal wealth. We strive to help you clearly define your goals as the foundation for the careful, comprehensive counsel we provide. Our team is highly experienced, credentialed and well equipped to manage the most complex of financial situations. Sentinel is a fee-only firm. There are no commissions or hidden fees to worry about. We’re here to help you Prepare to live your life.® Specialization: Retirement Planning, Investment Management, Charitable Giving, Estate Planning, Social Security Optimization Affiliations and Awards: 2015 Northern VA Magazine and 2016 Washingtonian Top Financial Advisors Sentinel Wealth Management, Inc. 11710 Plaza America Drive Ste 130 | Reston, VA 20190 703.787.5770

FEATURED: Lisa A.K. Kirchenbauer, CFP®, RLP® At Omega, we have the training, expertise & process to help clients successfully navigate through significant life/financial/career/business transitions. Transition isn’t just about the money and requires a professional who integrates the personal side as well as the financial side into the planning & investment strategy. Whether you’re a successful entrepreneur looking for “what’s next?” or someone who needs help integrating their values & vision in support of a pending change…we’re your partner! Designations/awards:
  • 2014 Financial Planner of the Year for the Financial Planning Association of the Nat’l Cap. Area
  • Washingtonian’s Top Money Adviser: 2014, 2016
  • NoVA magazine Top Financial Professional: 2015
  • CFP®, RLP® (Registered Life Planner), CeFT™ (Certified Financial Transitionist)
Omega Wealth Management, LLC 200 N. Glebe Road Suite 730 Arlington, VA 22203 703.387.0919 ext. 500

FEATURED: David D. Greene, CFP® Teachers and coaches are responsible for educating people in an easy to understand manner, how to best accomplish their goals and objectives – whether they are in a classroom or on the field of play. David brings both backgrounds to his role as CEO with CJM Wealth Advisers, Ltd. working with professionals, families and business owners with their various wealth management needs. By providing clients with the knowledge, tools, and guidance they need, David empowers his clients to create their own success and financial independence.CJM Wealth Advisers, Ltd. 11320 Random Hills Road, Suite 250 Fairfax, VA 22030 703-425-0700

FEATURED: Ted Halpern As Founder and President of Halpern Financial Inc., Ted Halpern develops wealth management strategies for affluent families and closely held businesses. Halpern Financial’s team of independently certified professionals with advanced designations adds value through our fee-only business model, coordinating with your professional team, utilizing low-cost institutional investments, and tax-efficient portfolio strategies. As a NAPFA-Registered Financial Advisor, we adhere to the industry’s strictest fiduciary standard.Halpern Financial Inc. 20365 Exchange Street, Suite 200 Ashburn, VA 20147401 N. Washington Street, Suite 330 Rockville, MD 20850240-268-1000

FEATURED: Jessica R. Ness, CFP® At CJM, we offer clients real solutions for their most pressing financial concerns and needs, helping make their dreams a reality in an understandable and transparent manner. As a fee-only financial advisory and management firm, our clients interests always come first, and we remember that the money invested belongs to our clients. Jessica advises retirees, individuals, and busy professionals, helping them utilize their financial resources to live the life they want, now and into the future.Accomplishments:
  • Northern VA magazine, Top Financial Professionals 2015, 2016
  • Washingtonian, Best Financial Advisers 2015, 2016
  • CNBC Top 100 Fee-Only Wealth Managers 2015
CJM Wealth Advisers, LTD 11320 Random Hills Rd. Suite 250 Fairfax, VA 22030703-425-0700

dc financial advisers
FEATURED: Kenneth C. Robinson, MS, CFP® Ken Robinson has almost two decades of experience providing independent fee-only financial advice to his clients. He and his team specialize in investment management and integrated retirement, estate, and tax planning services. Our customized strategies are designed to meet each client’s unique circumstances and goals. We help our clients make well-informed financial decisions through expert advice at every stage in life. We conduct regular client review meetings in order to ensure proper and timely adjustments are made to existing plans as client needs and priorities change over time. Ken is a leader in the financial planning community and is currently serving as the President of the Board of Directors for the Financial Planning Association of the National Capital Area. KCR Wealth Management 1818 Library Street, Suite 500 Reston, Virginia 201901 703-722-2212

FEATURED: Lyn A. Dippel, JD CFP® Lyn Dippel, JD, CFP, President and CEO, has over 25 years of industry experience. She and the FAI team help clients navigate complex life transitions using an interactive four-stage process. This process keeps both the client and advisor engaged and accountable until the desired results are achieved.  FAI provides financial planning, portfolio management and legacy planning.  Lyn is an active member of the National Association of Personal Financial Advisors, the Financial Planning Association and two regional Estate Planning Councils. Her expertise and opinions have been sought by Kiplinger’s, Smart Money Magazine and Business Week.Specialization: Career and retirement transitions, widowhood. FAI WEALTH MANAGEMENT 10211 Wincopin Circle, Suite 200 Columbia, MD 21044 410-715-9200

dc financial advisers
FEATURED: Barry Glassman, CFP® Families who work with Glassman Wealth Services know first-hand why Barry Glassman was the top “vote getter” in Washingtonian’s Top Financial Advisors list. As a fee-only financial advisory firm, we put our clients’ interests first. Period. Whether you’re looking for investment strategies designed to help you meet your goals, or require more comprehensive financial planning, we are here to help you effectively manage your family’s wealth. Glassman Wealth Services®, LLC 8000 Towers Crescent Drive, Suite 1450 Vienna, VA 22182 703-534-4444

dc financial advisers
FEATURED: Tracey A. Baker, CFP® Specializing in planning for women, the modern family and high net worth executives, Tracey has the unique ability to bring the planning process to common ground within families and to help demystify financial planning and investment issues. At CJM, we offer clients real solutions for their most pressing financial concerns and needs. Our goal is to help families reach their goals, helping make dreams a reality in an understandable and transparent manner. CJM Wealth Advisers, Ltd. 11320 Random Hills Road, Suite 250 Fairfax, VA 22030 703-425-0700

dc financial advisers
FEATURED: Brian T. Jones, CFP® Specializing in multi-generational planning for individuals, couples and families.  More than 20 years in the business and a second generation financial planner.  Consistently named by Washingtonian Magazine as one of the “Best Financial Advisors” since 2010. CJM Wealth Advisers, Ltd. 11320 Random Hills Road, Suite 250 Fairfax, VA 22030 703-425-0700

dc financial advisers
FEATURED: Jennifer E. Myers, CFP® At SageVest, our services are specialized, but our objective is universal: connecting you with your wealth in meaningful ways. We work with individuals, families and business owners, taking the time to understand your unique financial circumstances and objectives. Our true wealth management approach integrates your investment and financial planning needs under one roof, ensuring your decisions work in unison, in support of what matters most to you. As an independent, fee-only firm, we proudly serve as a fiduciary, committed to placing your best interest at the helm of our recommendations. Life is complicated, but your finances don’t have to be .Specialities: Investment management and financial planning for retirement, education, legacies, and life transitions. Designations/affiliations/awards:
  • Washingtonian’s Top Money Advisor, 2012, 2014, 2016
  • NoVA Magazine Top Financial Professional 2015
  • Five Star Wealth Manager, 2013, 2015 CFP®
Sagevest Weath Management 1320 Old Chain Bridge Road, Suite 250 McLean, VA 22101 703-992-7650

dc financial advisers
FEATURED: Timothy Jones CFP® The clients of CJM Wealth Advisers, some of which have worked with us for 36 years, know and appreciate the value of quality advice and service. As a fee only financial advisory and management firm, our clients interests have always come first, and we remember that the money invested belongs to our clients. CJM will communicate with you so you can understand all the relevant facts and what is happening with your investments. We welcome the opportunity to help you achieve your goals and turn your dreams into reality. CJM Wealth Advisers, Ltd. 11320 Random Hills Road, Suite 250 Fairfax, VA 22030 703-425-0700

dc financial advisers
FEATURED: Travis Russell CFP® As a fee-only advisor, Travis Russell advises many high-net worth professionals and over the years and has developed an expertise in the unique financial challenges they face during their careers. As a result of their hard work, many of these attorneys, physicians, and executives have accumulated wealth, but the demands of long hours leave them little time to adequately manage their investments or properly prepare for the future. Travis applies advanced strategies found at the highest levels of wealth to help his clients and their families accomplish their investment, retirement, tax and estate planning priorities. Glassman Wealth Services 8000 Towers Crescent Drive, Suite 1450 Vienna, VA 22182 703-534-4444

dc financial advisers
FEATURED: Christopher N. Brown, MBA, CFP®, AIF® So tell me, what is it you plan to do with your one wild and precious life? That’s an important question that we often ask our new clients at Ivy League Financial Advisors. It gets to the heart of our mission — helping our our clients achieve their life goals through the proper management of their financial resources. We invite you to call us today to schedule a complimentary initial consultation to see if we are the right fit for you. Ivy League Financial Advisors, LLC 11 N. Washington St., Suite 250 Rockville, MD 20850 301-258-1300

dc financial advisers
FEATURED: Nathan J. Gendelman The Family Firm specializes in individuals and families making the transition to living on their accumulated investment assets. In most cases, our client’s top priority is to ensure that those assets are protected and will last throughout their lifetime. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances. Experience the power of a multidisciplinary perspective and a single-minded focus on what is best for you. The Family Firm 8120 Woodmont Avenue, Suite 630 Bethesda, MD 20814 301-656-3999

FEATURED: Thomas B. Conway, JD, CFP®, AEP®, CIMA®, CPWA®, AIF®, CLU®, RICP®, CRC®, CPO®, President & Founder, Connemara Group LLC.
Connemara provides professional fee-only planning services and related investment advice for a flat fee.  Highly experienced with top credentials.  Professionals, executives and other self-directed investors seeking initial comprehensive planning followed by periodic targeted reviews may find Connemara to be an excellent and cost-effective resource. For more information, contact Thomas B. Conway, JD CFP® AEP® CIMA® CPWA® AIF®, CLU® RICP® CRC® CPO®, President and Founder at 301-998-6595 or via the firm website at Appointments are now accepted in Rockville, Maryland and Washington, DC (Reagan Building/International Trade Center) locations.
President and Founder, Connemara 1700 Rockville Pike, Suite 400 Rockville, MD 20852
Ronald Reagan/ITC Building 1300 Pennsylvania Ave NW, 7th Floor Washington, DC 20004 301-998-6595

dc financial advisers
FEATURED: Marjorie L. Fox, JD, CFP®, AIF® Marjorie has been a top choice of her peers since 1994. Her clients benefit from her knowledge, industry relationships, and established network of allied professionals in the Washington DC area. Marjorie leads FJY in taking a comprehensive approach to financial planning and investment management, considering all aspects of your financial life before offering a custom plan to achieve your goals. FJY Financial 1900 Campus Commons Dr., #500 Reston, VA 20191 703-889-1111

dc financial advisers
FEATURED: Katherine Liola, CFP®, CRPC®, AIF®, President Concentric Private Wealth provides access to independent wealth management and financial planning services with a focus on behavioral advice. We center our strategies around the client’s needs, goals, and values while keeping a dedicated focus on the changing markets, economy, and legislation. Our goal at Concentric Private Wealth is to be your most trusted advisor. We strive to build a lifelong relationship with our clients and respect the privilege we have been entrusted with to see our clients through the many phases of life. We invite you to experience this unique individualized boutique approach that we bring to all our clients. Concentric Private Wealth 6723 Whittier Avenue, Suite 305 McLean, VA 22101 703-891-9966

dc financial advisers
FEATURED: Jon P. Yankee, MBA, CFP® The top vote getter in the 2014 survey, Jon is well respected by his peers. By developing meaningful personal relationships with his clients, Jon gains an understanding of each client’s unique needs and challenges. Families looking to build and develop a plan that will grow and protect their wealth know that Jon and the team at FJY will always put them first. Jon wants to be the first person you call when you need help.
FJY Financial
1900 Campus Commons Dr., #500 Reston, VA 20191 703-889-1111

FEATURED: Ron Rubin, CEO, Managing Partner

As the founder and heart and soul of Bridgewater Wealth, Ron has built a firm that clients and colleagues just can’t keep to themselves. Every aspect of serving our clients is mindfully designed to make their financial lives easy, their choices understandable and their possibilities within reach. Our wealth management advisors, and in-house accountants and family office professionals bring collaboration to the next level.  Whether you need investment strategies, financial planning, tax or comprehensive CFO services, we deliver the financial solutions that are right for you, your family or your business.

 (Of course, we are fee-only. We wouldn’t have it any other way!)

Bridgewater Wealth & Financial Management 7475 Wisconsin Avenue, Suite 600 Bethesda, MD 20814 301-656-1200

FEATURED: Neal Simon Neal Simon is CEO of Rockville-based Bronfman E.L. Rothschild, and had been the founder and CEO of Highline Wealth Management which was acquired by Bronfman E.L Rothschild in 2015. Offering a full range of wealth management and investment consulting services, Bronfman E.L. Rothschild is separated from other financial professionals by being true fiduciaries and understanding that a integrative strategy goes far beyond the basics of financial planning. Our clients are not high-risk investors chasing recent trends, but thoughtful individuals seeking strategic guidance. We attribute our 98% client retention rate to our proactive communication and relationships built on trust and transparency.
Bronfman E.L. Rothschild
1 Preserve Parkway, Suite 610 Rockville, MD 20852 888-303-2357

FEATURED: Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL A partner and Director of Wealth Management at Pinnacle Advisory Group, Michael is a recognized thought leader in finance. Financial Planning Magazine labeled him the profession’s “Deep Thinker,” and in 2010, the Financial Planning Association honored him with the industry’s prestigious Heart of Financial Planning Award. Michael and the Pinnacle team have a single mission: To help our clients live the lives they’ve worked so hard to enjoy. They do this through comprehensive financial planning, risk-managed investing, and concierge-level client care. Our services are fee-only and free from any commission conflicts of interest, and our investment results are Global Investment Performance Standards certified.
Pinnacle Advisory Group 6345 Woodside Court, Suite 100 Columbia, MD 21046 410-995-6630

Mark Atherton. CFP, ClearLogic Financial, Reston; 703-476-3521

Tracey Baker. CFP, CJM Wealth Advisers, Fairfax; 703-425-0700

John (Terry) Beaty Jr. Brown Advisory, Chevy Chase; 240-200-3300

John (Terry) Beaty Jr. Brown Advisory, Chevy Chase; 240-200-3300

Stephen Bingham. Bingham Financial Advisory, Arlington; 703-536-6863

Frank Boucher. CFP, Boucher Financial Planning Services, Reston and Occoquan; 703-391-8466

J. Laing Bowles. JD, CFP, InterVest, Chevy Chase; 301-951-4455

Cal Brown. CFP, Savant Capital Management, McLean; 703-288-0500

Christopher N. Brown. CFP, Ivy League Financial Advisors, Rockville; 301-258-1300

Glen Buco. CFP, West Financial Services, McLean; 703-847-2500

Elissa Buie. CFP, Yeske Buie, Vienna; 703-538-2116

Paul Cocozza. CFP, Cocozza Financial Planning, Arlington; 703-276-1243

Thomas Conway. JD, CFP, AIF, Connemara Group, Rockville; 301-998-6595

Fred Cornelius. CFP, CFA, Burt Wealth Advisers, Rockville; 301-770-9880

Kimberly Cox. CFP, West Financial Services, McLean; 703-847-2500

John Devine. CPA, PFS, Brown Advisory, Chevy Chase; 240-200-3356

Ken Diehl. CFP, CPA, Cornerstone Financial Planning, Gaithersburg; 301-253-0600

Lyn Dippel. JD, CFP, FAI Wealth Management, Columbia; 410-715-9200

Marjorie Fox. JD, CFP, FJY Financial, Reston; 703-889-1111

Susan Freed. CFP, Chevy Chase Trust, Bethesda; 240-497-5009

Nathan Gendelman. the Family Firm, Bethesda; 301-656-3999

Michael Gildenhorn. Chevy Chase Trust, Bethesda; 240-497-5094

Barry Glassman. CFP, Glassman Wealth Services, Vienna; 703-534-4444

Ted Halpern. CRPC, AAMS, Halpern Financial, Ashburn; 240-268-1000

Eric Hess. CFP, ChFC, Alpha Financial Advisors, McLean; 703-442-7686

Herbert Hopwood. CFP, CFA, Hopwood Financial Services, Great Falls; 703-787-0008

Mark Johannessen. CFP, AIF, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300

Brian Jones. CFP, CJM Wealth Advisers, Fairfax; 703-425-0700

J. Mark Joseph. CPA, PFS, CFP, ChFC, CLU, Sentinel Wealth Management, Reston; 703-787-5770

Daniel Kane. CFA, CIC, Carderock Capital Management, Chevy Chase; 301-951-5288

Lisa Kirchenbauer. CFP, RLP, CeFT, Omega Wealth Management, Arlington; 703-387-0919

Veena Kutler. CFA, Garnet Group, Bethesda; 301-564-3000

James (Skip) Mersereau. CFA, CIC, Carderock Capital Management, Chevy Chase; 301-951-5288

Helen Modly. CFP, CPWA, Focus Wealth Management, Fairfax, 703-760-3673

Jennifer Myers. CFP, SageVest Wealth Management, McLean; 703-992-7650

Jessica Ness. CJM Wealth Advisers, Fairfax; 703-425-0700

Eileen O’Connor. CFP, Hemington Wealth Management, McLean; 703-828-2480

Everette Orr. CFP, CFA, Orr Financial Planning, McLean; 703-749-1415

Alice Paik. JD, Brown Advisory, Chevy Chase; 240-200-3300

Kenneth Robinson. CFP, KCR Wealth Management, Reston; 703-722-2212

Ron Rubin. PFS, CPA, Bridgewater Wealth Management, Bethesda; 301-656-1200

Travis Russell. CFP, Glassman Wealth Services, McLean; 703-534-4444

Karen Schaeffer. CFP, Schaeffer Financial, Rockville; 301-933-5550

Jeffrey Schatz. CFP, West Financial Services, McLean; 703-847-2500

Richard Schoenfeld. CFP, InterVest, Chevy Chase; 301-951-4455

Pamela Shortal. CPA, CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300

Annette Simon. CFP, Garnet Group, Bethesda; 301-564-3000

Neal Simon. Bronfman E.L. Rothschild, Rockville; 301-564-9500

Dana Sippel. CFP, CPA, PFS, West Financial Services, McLean; 703-847-2500

Peter Speros. CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300

Sheila Stinson. CFP, CTFA, Convergent Wealth Advisors, Potomac; 301-770-6300

Greg Sullivan. CFP, CPA, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300

Steven Thalheimer. CFP, Thalheimer Financial Planning, Silver Spring; 301-589-6868

Karen Tovey. CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-4614

Paul Veith. CFA, Northern Trust, downtown DC; 202-303-1700

Jason Williams. CFP, CPA, PFS, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-4645

Logan Winn. Abbot Downing, McLean; 703-760-6162

Bernard Wolfe. CFP, Bernard R. Wolfe & Associates, Chevy Chase; 301-652-9677

Jon Yankee. CFP, FJY Financial, Reston; 703-889-1111

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