These professionals charge flat fees for some services and may earn commissions on products they sell, such as mutual funds. Although some argue that advisers who earn commissions can’t be free of bias, the people listed here are said to work in a client’s interest. The fee-and-commission model can be cheaper than an annual fee based on a percentage of assets for some clients, such as those who make few trades.
- Enhanced Listing
Michael Egan
Egan, Berger & Weiner Independent Financial Planning http://www.ebwllc.com
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.
1919 Gallows Road, Vienna, VA 22182 | 703-506-0030
Alexandra Armstrong, CFP, Armstrong, Fleming & Moore, downtown DC; 202-887-8135. Minimum: $2 million. Specializes in financial planning for widows and single women.
Ilene S. Brostrom, CFP, Gurtz, Yurachek, Brostrom & Associates, Bethesda; 301-320-1465. Minimum: $500,000.
Stephan Q. Cassaday, Cassaday & Company, McLean; 703-506-8200. Minimum: $1 million. Ranked the top adviser in Virginia by Barron’s.
Marguerita (Rita) Cheng, CFP, Blue Ocean Global Wealth, Rockville; 301-502-5306. No minimum. Serves families, women, entrepreneurs, and executives, with a particular focus on multi-generational planning.
Charles Cooper, the Atlantic Capital Group at Morgan Stanley Wealth Management, Bethesda; 301-657-6317. Minimum: $250,000.
Michael P. Egan, CFP, Egan Berger & Weiner, Vienna; 703-506-0030. Minimum: $500,000. Specializes in getting baby boomers to and through retirement.
Ryan M. Fleming, CFP, Armstrong, Fleming & Moore, downtown DC; 202-887-8135. Minimum: $2 million. Specializes in dual-income couples, particularly attorneys and lobbyists.
Howard S. Gartenhaus, CFS, Gartenhaus Financial, Rockville; 301-670-5505. Has been practicing 24 years.
Donald Irwin, J.P. Morgan Private Bank, downtown DC; 202-533-2111. Minimum: $5 million. Expertise in pre-transaction planning for government-contracting and technology clients.
Daniel Lash, CFP, AIF, VLP Financial Advisors, Vienna; 703-356-4360. Minimum: $500,000. Specializes in working with families, business owners, and independent women.
M. Katherine Liola, CFP, CRPC, AIF, Concentric Private Wealth, McLean; 703-891-9966. Minimum: $500,000. Specializes in senior-level executives in the information-technology industry as well as clients transitioning into retirement within 15 years.
Terrance McGowan, Goldman Sachs, down-town DC; 202-585-6710. With a portfolio minimum of $20 million, McGowan works with very high net worths.
Marvin McIntyre, Capitol Wealth Management Group at Morgan Stanley, downtown DC; 202-778-1381. Minimum: $1 million. Ranked the top adviser in DC by Barron’s.
Michael J. O’Neill, Morgan Stanley Private Wealth Management, downtown DC; 202-862-9140. With a portfolio minimum of $10 million, O’Neill works with very high net worths.
Howard Pressman, CFP, Egan, Berger & Weiner, Vienna; 703-506-0030. Minimum: $100,000.
Robert S. Scherer, Graystone Consulting, Potomac; 301-279-6403. Minimum: $5 million for individuals. On Barron’s list of top 100 financial advisers in the US.
Gregory S. Smith, CFP, ChFC, the Wise Investor Group, Reston; 571-203-1600. Minimum: $300,000. Specializes in conservative investors looking to gain or maintain financial independence.
Bruce D. Vaughn, CFP, AIF, VLP Financial, Vienna; 703-356-4360. Minimum: $1 million. Specializes in strategies to maximize income in retirement.
Barbara A. Warner, CFP, Warner Financial, Bethesda; 301-961-9505. Minimum: $500,000. More than 20 years’ experience guiding investors and retirees.
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.
