Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals. To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial services industry, asking whom they would trust with their money. After conducting their own research, the editors finalize their list based on the professionals who receive the strongest recommendations. This year’s list is currently on newsstands in the January issue of Washingtonian.
It’s an honor to be recognized as one of the top advisors in the region for the second consecutive year, and to be included among other highly qualified colleagues. We remain committed to providing clients with fee-only, fiduciary comprehensive financial planning, investment management, and tax services in the Maryland, Virginia and Washington, DC areas.