This category includes certified financial planners (CFPs)—who create detailed financial plans and often also manage money—as well as advisers who invest and manage portfolios. Fee-only advisers don’t accept commissions or referral fees—a practice, they say, that keeps them unbiased. All of the advisers on this list offer comprehensive financial planning for any type of client, but we’ve noted any specialties.
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Christopher N. Brown, MBA, CFP®, AIF®
Ivy League Financial Advisors LLC www.ivyfa.com/
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.
11 N. Washington St. Suite 250 Rockville, MD 20850 | 301-258-1300
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Susan Freed, CFP
Managing Director Chevy Chase Trust www.chevychasetrust.com
Susan coordinates financial planning and family wealth transfer strategies for clients. Her specialties include business planning, charitable transfers, intergenerational counseling and planning for major life events. With more than twenty years of experience advising clients, Susan has been recognized as one of the area’s top financial experts. Her understanding of complex financial transactions, combined with an appreciation of sensitive family dynamics, helps her serve as an effective client advocate. She works with a deep bench of professionals at Chevy Chase Trust who collaborate to offer clients a personal and comprehensive strategy to meet their goals and objectives.
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814 | 240-497-5009
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Michael Gildenhorn, JD
Managing Director Chevy Chase Trust www.chevychasetrust.com
Michael provides portfolio and wealth management advice to high net worth and institutional clients at Chevy Chase Trust. Recognized multiple times as one of the Washington area’s top investment managers by Washingtonian Magazine, he has twenty-nine years of investment management experience. A graduate of Duke University (BA, Economics, ’81) and the George Washington University National Law Center (JD, ’84) Michael is a past-president of the Jewish Community Center of Greater Washington, a past-trustee of the United Jewish Endowment Fund, Washington, D.C., and a board member of the JCC Association of North America.
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814 | 240-497-5094
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Kenneth C. Robinson, MS, CFP®
KCR Wealth Management www.kcrwealth.com
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.
1818 Library Street, Suite 500, Reston, Virginia 201901 | 703-722-2212
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Kimberly A. Cox, CFP®
West Financial Services www.westfinancial.com
West Financial Services is a $1 billion, fee-only investment advisory firm that also provides comprehensive wealth management to associations, corporations, trusts, foundations, pension plans and high net worth individuals. Kim heads up the High Net Worth Consulting department at West that in addition to managing investment assets, works with small businesses and individuals to provide leadership and guidance on how their wealth can work best for current and future generations.
1355 Beverly Road, Suite 250, McLean, VA 22101 | 703-847-2500
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Glen J. Buco, CFP®
West Financial Services www.westfinancial.com
Glen is one of the founders of West Financial Services and has more than 30 years of financial planning and investment management experience. His clients include executives of public and private companies, small business owners, entrepreneurs and retirees. Wealth is an opportunity that everyone uses differently. At West, we are committed to improving the lives of our clients by providing exceptional financial services and solutions that earn trust and build lifetime relationships.
1355 Beverly Road, Suite 250, McLean, VA 22101 | 703-847-2500
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Dana G. Sippel, CFP®, CPA/PFS
West Financial Services www.westfinancial.com
Families who work Dana and the West Financial Services team appreciate our conservative approach to building and protecting clients’ wealth through customized solutions, personal attention and honest communication. Dana’s wealth management, tax and estate planning knowledge integrate portfolio management and comprehensive financial planning to arrive at the optimal result for each client’s specific goals. Physicians, busy professionals and savvy retirees have all grown into long-term clients who appreciate our high service standards.
1355 Beverly Road, Suite 250, McLean, VA 22101 | 703-847-2500
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Fred Cornelius, CFA, CFP®
Burt Wealth Advisors http://www.burtwealthadvisors.com/
Fred Cornelius has been actively engaged in the Fee-Only wealth management industry for almost 30 years, specializing in coordinating investment management/financial planning issues. The firm offers value added services and retained an expert in Medicare/LTC consulting and offers these services to clients at no cost. Fred has been active in several industry associations including NAPFA, ICFP and the Estate Planning Council. Fred has been recognized as a top advisor by many publications such as Washingtonian, Northern VA Magazine, Worth Magazine, Medical Economics and has been featured in the Wall Street Journal on several occasions.
6010 Executive Blvd., Suite 900, Rockville, MD 20852 | 301-770-9880
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Nathan J. Gendelman
MBA, ACAS, President and 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
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Lisa A.K. Kirchenbauer, CFP®, RLP®
Founder & President Omega Wealth Management, LLC http://www.omegawealthmanagement.com/
Specializing in planning for successful business owners and people in significant transitions such as retirement, inheritance, business sale or career change, Lisa is uniquely trained, skilled & experienced in helping clients successfully navigate both the life & financial issues of transition. At Omega, it’s all about integrating your values, vision & wealth. Lisa was recently honored to be named “2014 Planner of the Year” by the local Financial Planning Association chapter.
200 N. Glebe Road Suite 812, Arlington, VA 22203 | 703-387-0919 ext. 500
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Katherine Liola, CFP®, CRPC®, AIF®, President
Concentric Private Wealthhttp://www.concentricpw.com/
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.
6723 Whittier Avenue, Suite 305, McLean, VA 22101 | 703-891-9966
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Tracey A. Baker, CFP®
Executive Vice President/Owner CJM Wealth Advisers, Ltd. http://www.cjmltd.com/
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.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030 | 703-425-0700
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Brian T. Jones, CFP®
Executive Vice President; CJM Wealth Advisers, Ltd. Author of Getting Started: The Financial Guide for a Younger Generation http://www.cjmltd.com/
Brian is a second generation financial planner who understands the complexities and demands individuals, couples and families face as they navigate a complex and ever changing financial landscape. Whether you are looking to develop a more appropriate investment strategy, manage your retirement or build a legacy for future generations, Brian and CJM Wealth Advisers, Ltd. can help you manage your wealth today for a brighter tomorrow.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030 | 703-425-0700
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Timothy Jones CFP®
CJM Wealth Advisers, Ltd. http://www.cjmltd.com/
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.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030 | 703-425-0700
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Travis Russell CFP®
Client Advisor and Director of Advanced Strategies Glassman Wealth Services http://www.glassmanwealth.com/
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.
1600 Tysons Boulevard, Suite 800, McLean, VA 22102 | 703-534-4444
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Lyn A. Dippel, JD, CFP®
FAI Wealth Management www.investfai.com
Lyn Dippel, JD, CFP®, President and CEO, has over 25 years of industry experience. She and her team provide clients with retirement planning, portfolio management and legacy planning. Lyn specializes in helping clients navigate the financial aspects of complex life transitions. She 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.
10211 Wincopin Circle, Suite 220, Columbia, MD 21044 | 410-715-9200
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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
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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
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Jon P. Yankee, MBA, CFP®
FJY Financial www.fjyfinancial.com
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.
1900 Campus Commons Dr #500 Reston, VA 20191 | 703-889-1111
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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
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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, Ticknor Atherton & Associates, Reston; 703-476-3521. Minimum portfolio: $500,000. Specializes in working with federal employees, retirees, and pre-retirees.
Tracey Baker, CFP, CJM Wealth Advisers, Fairfax; 703-425-0700. Minimum: $100,000. Works with women, executives, high-net-worth families.
John (Terry) Beaty Jr., Brown Advisory, Chevy Chase; 240-200-3300. Minimum: $3 million. Expertise with clients who invest in and own commercial real estate.
Gordon Bernhardt, CFP, PFS, CPA, AIF, Bernhardt Wealth Management, McLean; 703-356-4380. Minimum: $1 million. Works with business owners, executives, professionals, and retirees.
Stephen E. Bingham, Bingham Financial Advisory, Arlington; 703-536-6863. Minimum: $250,000. Attracts many professionals under 45 but works with people of every age.
Frank C. Boucher, CFP, Boucher Financial Planning Services, Reston and Occoquan; 703-391-8466. No minimum. Specializes in middle-income clients.
Joseph M. Brodecki, Bernstein Global Wealth Management, downtown DC; 301-520-8587. Mini-mum: $1 million. A certified financial planner for 27 years.
Cal Brown, CFP, Savant Capital Management, McLean; 703-288-0500. Minimum: $500,000. Expert on taxation and planning for life transitions.
Christopher N. Brown, CFP, Ivy League Financial Advisors, Rockville; 301-258-1300. Minimum: $500,000. Specializes in retirees, small-business owners, and professionals.
Glen J. Buco, CFP, West Financial Services, McLean; 703-847-2500. Minimum: $1 million. More than 30 years’ experience.
Elissa Buie, CFP, Yeske Buie, Vienna; 703-538-2116. Minimum: $3 million. More than 30 years’ experience.
Paul F. Cocozza, CFP, Cocozza Financial Planning, Arlington; 703-276-1243. No minimum. More than 20 years’ experience.
Thomas B. Conway, CFP, JD, AIF, Connemara Fee Only Planning, Rockville and DC; 301-998-5696. No minimum. An attorney, Conway is an expert on retirement-income and estate planning.
Fred J. Cornelius, CFA, CFP, Burt Wealth Advisors, Rockville; 301-770-9880. Minimum: $1 million. Clients include current and retired business owners.
Michael Cornfeld, CFA, CIC, Heritage Investors Management Corporation, Bethesda; 301-951-0440. Minimum: $1 million. Specialties include retirement plans, IRAs, and trusts, and estates.
Kimberly A. Cox, CFP, West Financial Services, McLean; 703-847-2500. Minimum: $1 million. Clients include business owners and physicians.
John T. Devine, CPA, PFS, Brown Advisory, Chevy Chase; 240-200-3356. No minimum. Expertise in investments, income tax, and estate and succession planning.
Ken Diehl, CFP, CPA, Cornerstone Financial Planning, Gaithersburg; 301-253-0600. No minimum. Retirement and estate planning, investment management.
Lyn A. Dippel, JD, CFP, FAI Wealth Management, Columbia; 410-715-9200. Minimum: $500,000. Expertise in life transitions.
Marjorie L. Fox, CFP, JD, FJY Financial, Reston; 703-889-1111. Minimum annual fee: $9,000. Investment and retirement planning.
Susan G. Freed, CFP, Chevy Chase Trust, Bethesda; 240-497-5009. Minimum: $3 million. Expertise in family-wealth transfers, retirement, and transitions.
Nathan J. Gendelman,the Family Firm, Bethesda; 301-656-3999. Minimum: $600,000. Specializes in retirement and divorce.
Michael Gildenhorn, Chevy Chase Trust, Bethesda; 240-497-5094. Minimum: $3 million. Investment management plus financial planning for individuals, endowments, and foundations.
Barry Glassman, CFP, Glassman Wealth Services, McLean; 703-534-4444. Minimum: $2 million. Named by Barron’s as one of the top advisers in Virginia for 2014.
Eric D. Hess, CFP, ChFC, Alpha Financial Advisors, McLean; 703-442-7686. Minimum: $500,000. Specializes in portfolio management and retirement incomes.
Herbert G. Hopwood, CFP, CFA, Hopwood Financial Services, Great Falls; 703-787-0008. Minimum: $500,000. Specializes in pre-retirees and retirees.
Mark Johannessen, CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300. Minimum: $1 million. Investment and retirement planning with expertise in retirement distribution.
Brian T. Jones, CFP, CJM Wealth Advisers, Fairfax; 703-425-0700. Minimum: $3 million.
Timothy W. Jones, CFP, CJM Wealth Advisers, Fairfax; 703-425-0700. Minimum: $1 million. In business 27 years.
Daniel Kane, CFA, CIC, Carderock Capital Management, Chevy Chase; 301-951-5288. Minimum: $500,000. Specializes in portfolio management.
Lisa A.K. Kirchenbauer, CFP, RLP, Omega Wealth Management, Arlington; 703-387-0919. Minimum annual fee: $7,500. Named 2014 Planner of the Year by the National Capital Area chapter of the Financial Planning Association.
Veena A. Kutler, CFA, Garnet Group, Bethesda; 301-564-3000. Minimum: $750,000. Specializes in life transitions.
E. Ronald Lara, CFP, Lara, May & Associates, Falls Church; 703-827-2300. Minimum: $1 mil-lion. Specializes in tax-efficient strategies and retirement planning.
James W. (Skip) Mersereau, CFA, CIC, Carderock Capital Management, Chevy Chase; 301-951-5288. Minimum: $500,000.
Helen L. Modly, CFP, ChFC, Focus Wealth Management, Middleburg, 540-931-9051; Fairfax, 703-760-3673. Minimum: $1 million. President of the National Capital Area chapter of the Financial Planning Association.
Jennifer Myers, CFP, SageVest Wealth Management, McLean; 703-992-7650. Minimum: $1 million. Tax and retirement planning, intergenerational transfers, small businesses, and life transitions.
Eileen O’Connor, CFP, Hemington Wealth Management, McLean; 703-828-2480. Minimum: $2 million. Clients include executives, retirees, and women.
Everette B. Orr, CFP, CFA, Orr Financial Planning, McLean; 703-749-1415. Minimum: $300,000. Specializes in retirement planning.
Paul A. Pagnato, CFM, Pagnato Karp, HighTower, Reston; 703-468-2700. Minimum: $10 million. On Barron’s list of the top 100 financial advisers in the US.
Christine Parker,CFP, Parker Financial, La Plata; 301-392-1010. Minimum: $250,000. Specializes in women executives and business owners.
Kenneth Robinson, CFP, KCR Wealth Management, Reston; 703-722-2212. Minimum: $500,000.
Ron Rubin, PFS, CPA, Bridgewater Wealth Management, Bethesda; 301-656-1200. Minimum: $1 million. Clients include entrepreneurs, athletes, and others with first- and next-generation wealth.
Travis Russell, CFP, Glassman Wealth Services, McLean; 703-534-4444. Minimum: $2 million. Investment and planning needs of attorneys and other professionals.
Karen P. Schaeffer, CFP, Schaeffer Financial, Rockville; 301-933-5550. No minimum. Clients include employees of the federal government and the International Monetary Fund.
Richard H. Schoenfeld, CFP, InterVest, Chevy Chase; 301-951-4455. Minimum annual fee: $3,000.
Pamela G. Shortal, CPA, CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-4646. Minimum: $1 million. Financial and investment planning for attorneys, physicians, and corporate executives.
Annette F. Simon, CFP, Garnet Group, Bethesda; 301-564-3000. Minimum: $750,000. Specializes in single women.
Neal J. Simon, Highline Wealth Management, Rockville; 301-564-9500. Minimum: $2 million.
Dana G. Sippel, CFP, CPA, PFS, West Financial Services, McLean; 703-847-2500. Minimum: $1 million. Works often with physicians and others who have complex tax and estate concerns.
Peter C. Speros, CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300. Minimum: $1 million. A good choice for executives with large holdings of company stock.
Steven A. Starnes, CFP, Savant Capital Management, McLean; 703-288-0500. Minimum: $500,000. Special interest in financial-planning issues related to Alzheimer’s disease.
Greg Sullivan, CFP, CPA, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300. Mini-mum: $1 million. Named by Barron’s as one of the top advisers in Virginia for 2014.
Steven Thalheimer, CFP, Thalheimer Financial Planning, Silver Spring; 301-589-6868. Minimum annual fee: $3,000. Specializes in life transitions and goal setting.
Karen Tovey, CFP, Sullivan, Bruyette, Speros & Blayney, McLean; 703-734-9300. Minimum: $1 million. Works with many corporate executives and women in transition and their families.
Victoria Trumbower, CPA, CFP, Trumbower Financial Advisers, Bethesda; 301-215-8340. No minimum. Specializes in entrepreneurs and executives and retirees of large companies.
Paul G. Veith, CFA, Northern Trust, downtown DC; 202-303-1700. With a minimum portfolio of $10 million, Veith is recommended for very high-net-worth individuals.
Logan Winn, JD, Wells Fargo Private Bank, McLean; 703-760-6162. Minimum: $10 million. A trust-and-estate attorney, Winn is recommended for very high-net-worth families.
Jon Yankee, CFP, FJY Financial, Reston; 703-889-1111. Minimum annual fee: $9,000. Our survey’s top vote-getter for financial planning.
Sherri Dalphonse joined Washingtonian in 1986 as an editorial intern, and worked her way to the top of the masthead when she was named editor-in-chief in 2022. She oversees the magazine’s editorial staff, and guides the magazine’s stories and direction. She lives in DC.
