As a fee-only financial planner and CFP, I provide independent, expert guidance to help young families and those nearing retirement plan for their financial future. This blog is dedicated to providing financial advice that you can use. Although generic financial planning information abounds, this blog addresses concerns of professionals early in their
Patrick Palafox —
I have depended on Michael'a advice for over 5 years. He helped me come up with a plan to get rid of my student loans, which
Lynx is proud to serve a diverse client base including non-profits, foundations, endowments, retirement plans, high net worth individuals and family offices. Lynx is a Washington, DC based, SEC-registered, independent investment advisory firm specializing in asset allocation, investment manager research and performance analysis.
At Lynx, we strive
Davis Planning Associates, Inc., is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and
Feldman Financial Advisors provides consulting, valuation and advisory services to all types of companies. We have particular expertise with commercial banks, thrift institutions, credit unions, insurance companies, and mortgage companies. The firm was formed in 1996 by a group of senior consultants who were previously affiliated with Credit Suisse
At Wealth Care LLC, our goal is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, we sell no products, make no commissions, and work only for you. We understand that life doesn't just happen between 9-5, so we are here to offer advice when
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Financial planning in Washington, DC