This category includes certified financial planners (CFPs)—who create detailed financial plans and often also manage money—as well as financial advisers who invest and manage portfolios. Fee-only advisers don’t accept commissions or referral fees—a practice, they say, that keeps them free of bias. Most charge a flat fee, an hourly rate, or a fee based on a percentage of assets. “Minimum” is the minimum investment portfolio handled by an adviser—though many take smaller portfolios from, say, young professionals who have the promise of higher future earnings.
- Enhanced Listing
Barry Glassman, CFP®
Glassman Wealth Services®, LLC http://glassmanwealth.com/
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.
1600 Tysons Blvd. Suite 800 McLean, VA 22102 | 703-534-4444
- Enhanced Listing
Mary A. Malgoire, CFP
With Nathan Gendelman, Director of Investments.
The Family Firm http://www.familyfirm.com/
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.
8120 Woodmont Avenue, Suite 630 Bethesda, Maryland 20814 | 301-656-3999
- Enhanced Listing
Thomas B. Conway, JD, CFP®, AIF®
President and Founder, Connemara http://www.connemarafeeonly.com or http://www.connemarafamilyoffice.com
Connemara provides strictly fee-only comprehensive personal financial planning and investment advice as well as family wealth planning. The firm has a flat fee/hourly rate structure and has no Assets Under Management (AUM) requirement. Self-directed investors and others seeking comprehensive planning and periodic professional investment reviews and due diligence may find Connemara to be an excellent and cost-effective resource. For more information, contact Thomas B. Conway, JD CFP® AIF®, President and Founder at 301-998-6595 or see the firm’s websites at connemarafeeonly.com and connemarafamilyoffice.com. Appointments are now accepted in Rockville, Maryland and Washington, DC (Reagan Building/International Trade Center) locations.
1700 Rockville Pike, Suite 400 Rockville, MD 20852 or Ronald Reagan/ITC Building 1300 Pennsylvania Ave NW, 7th Floor Washington, DC 20004 | 301-998-6595
- Enhanced Listing
Jon P. Yankee, MBA, CFP®
FJY Financial www.fjyfinancial.com
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. By developing meaningful personal relationships with his clients, Jon gains an understanding of each client’s unique needs and challenges. Jon wants to be the first person you call when you need help.
1900 Campus Commons Dr #500 Reston, VA 20191 | 703-889-1111
- Enhanced Listing
Marjorie L. Fox, JD, CFP®, AIF®
FJY Financial www.fjyfinancial.com
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.
1900 Campus Commons Dr #500 Reston, VA 20191 | 703-889-1111
- Enhanced Listing
Jennifer E. Myers, CFP
SageVest Wealth Management www.sagevestwealth.com
SageVest Wealth Management recognizes the unique opportunities and complexities that financial success brings to individuals, families and small business owners. We get to know each client personally, taking the time to understand your financial needs and objectives. Knowing what’s important enables our experienced advisors to develop comprehensive wealth management strategies that help ensure the financial wellbeing of you and your loved ones. Through meticulous planning, unbiased advice, and ongoing wealth counselling, we empower you to make well-informed and educated decisions about your finances, so that you can preserve, grow and enjoy the freedoms your assets can provide.
1320 Old Chain Bridge Road, Suite 250 McLean, VA 22101 | 703-992-7650
Mark Atherton, CFP; Reston
Michael F. Bearer, CFP, CPA, PFS, CIMA; Bethesda
John (Terry) Beaty Jr., Bethesda
Gordon Bernhardt, Bernhardt Wealth Management
Stephen E. Bingham, CFP; Arlington
J. Laing Bowles, CFP, JD; Chevy Chase
William G. Brennan, CFP, PFS, CPA; Washington DC
Joseph M. Brodecki, CFP; Washington DC
Christopher N. Brown, MBA, CFP; Rockville
Cal Brown, CFP; McLean
Glen J. Buco, CFP; McLean
Elissa Buie, CFP; Vienna
Paul F. Cocozza, CFP, CPA; Arlington
Thomas B. Conway, CFP, JD; Rockville
Fred J. Cornelius, CFA, CFP; Rockville
Michael Cornfeld, CFA, CIC; Bethesda
Kimberly A. Cox, CFP; McLean
John T. Devine, CPA, PFS; Chevy Chase
Ken Diehl, CFP, CPA; Gaithersburg
Michael K. Farr, Washington DC
Marjorie L. Fox, CFP, JD; Reston
Thomas D. Frank, CFA; Bethesda
Susan G. Freed, CFP; Chevy Chase
Michael Gildenhorn, Bethesda
Barry Glassman, CFP; McLean
Herbert G. Hopwood, CFP, CFA; Great Falls
Donald Irwin IV, Washington DC
Mark Johannessen, CFP; McLean
Brian T. Jones, CFP; Fairfax
Timothy W. Jones, CFP; Fairfax
J. Mark Joseph, CFP, CPA, PFS, CLU; Reston
Daniel Joss, CFP; Reston
Daniel Kane, CFA, CIC; Chevy Chase
Glenn Kautt, CFP; McLean
Veena A. Kutler, CFA; Bethesda
E. Ronald Lara, CFP; Falls Church
Mary A. Malgoire, CFP; Bethesda
J. Michael Martin, CFP, JD; Columbia
James W. (Skip) Mersereau, CFA, CIC; Chevy Chase
Helen L. Modly, CFP, ChFC; Middleburg
Jennifer Myers, CFP; McLean
Eileen M. O’Connor, CFP; McLean
Everette B. Orr, CFP, CFA, CPA; McLean
Christine Parker, CFP; La Plata
Kenneth Robinson, CFP; La Plata
Ron Rubin, PFS, CPA; Bethesda
Karen P. Schaeffer, CFP; McLean
Richard M. Schoenfeld, CFP; Chevy Chase
Pamela G. Shortal, CPA, CFP; McLean
Annette F. Simon, CFP; Bethesda
Neal J.B. Simon, Rockville
Dana Sippel, CFP, CPA, PFS; McLean
Peter C. Speros, CFP; McLean
Steven A. Starnes, CFP; McLean
Greg Sullivan, CFP, CPA; McLean
Steven Thalheimer, CFP; Silver Spring
Karen Tovey, CFP; Bethesda
Victoria Trumbower, CPA, CFA; Bethesda
Paul G. Veith, CFA; Washington DC
Logan Winn, JD; Chevy Chase
Jon Yankee, CFP; Reston
David Zier, CFP; Silver Spring
