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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Karen I Ben-Shlaush, CFP®

UBS Financial Services, Inc.
(202) 942-2883

1501 K St NW Ste 1100
Washington, DC 20005-1410
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Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact
Frances E. Goldman, CFP®

Frango Financial LLC
(202) 244-4460

4301 Connecticut Ave NW Ste 450
Washington, DC 20008-2368
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(202) 244-4460

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Charitable Giving, Comprehensive Financial Planning, Government and Military, Socially Responsible Investments, Women's Finances

Contact
Christopher J. Rivers, CFP®

Armstrong, Fleming & Moore, In
(202) 887-8135

1850 M Street NW
Suite 250
Washington, DC 20036-5813
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(202) 887-8135

Compensation Method: Commission and Fee
Minimum Investable Assets: $2,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Michael Gardiner, CFP®

Morgan Stanley Smith Barney
(202) 862-9187

1775 I St NW Ste 200
Washington, DC 20006-2409
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(202) 862-9187

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Government and Military, Investment Planning, Retirement Planning

Contact
Kelly Robert Wright, CFP®

Armstrong, Fleming & Moore
(202) 887-8135 x252

1850 M St NW Ste 250
Washington, DC 20036-5813
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(202) 887-8135

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John C. Morris, CFP®

FranklinMorris
(410) 539-2320 x1022

1050 Connecticut Ave NW
Washington, DC 20036-5303
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Debt Management, Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning

Contact
Adam A Aulestia, CFP®

Aulestia Wealth Management
(202) 223-7960

1100 New Hampshire Ave NW Fl 3
Washington, DC 20037-1501
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(202) 223-7960

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Scott D. Fitzenreiter, CFP®

Merrill Lynch
(301) 260-0221

1152 15th Street NW
Washington, DC 20005-1723
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(202) 429-4670

Compensation Method: Commission and Fee
Minimum Investable Assets: $3,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Joseph J. Miro, CFP®

Wells Fargo Advisors
(202) 907-8323

5701 Connecticut Ave NW
Washington, DC 20015-2940
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(202) 508-3971

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Contact
Chase A Deters, CFP®

Raffa Wealth Management
(202) 955-7217

1899 L St NW
Suite 700
Washington, DC 20036-3804
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(202) 955-7217

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Wealth Management

Contact
Alexander T. Mann, CFP®

Morgan Stanley Wealth Management
(202) 861-5132

1850 K St NW Ste 900
Washington, DC 20006-2222
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(202) 861-5132

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Planning, Socially Responsible Investments

Contact
Deborah G. Macharia, CFP®

Macharia & Associates
(202) 544-0075

PO Box 15344
Washington, DC 20003-0344
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(202) 544-0075

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Tax Planning

Contact
Susan M. Hovanec, CFP®

RBC Wealth Management
(202) 661-9512

1700 Pennsylvania Ave NW Ste 700
Washington, DC 20006-4721
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(202) 661-9512

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Wealth Management

Contact
Patrick W. Bransford, CFP®

Merrill Lynch
(202) 659-7405

1152 15th St NW Ste 6000
Washington, DC 20005-1774
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(202) 659-7405

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Risk Management

Contact
Sheila S. Shaffer, CFP®

Janney Montgomery Scott LLC
(202) 955-4326

1255 23rd St NW
Suite 150
Washington, DC 20037-1238
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(202) 955-4326

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Michael F. Byman, CFP®

Capital Management Group, LLC
(202) 391-0174

1730 Rhode Island Ave NW
Suite 601
Washington, DC 20036-3116
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(202) 391-0174

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Patrick M. Adams, CFP®

UBS Financial Services Inc.
(202) 585-5365

1501 K St. NW
Suite 1200
Washington , DC 20005-1401
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(202) 585-5365

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Contact
Matthew Dow Teems, CFP®

The MDT GROUP / Merrill Lynch Wealth Management
(202) 659-7303

1152 15th Street, NW
Suite 6000
Washington, DC 20005-1723
View on Map
(202) 659-7303

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, Intergenerational Planning, Investment Planning, Special Needs Planning, Sudden Wealth Management, Wealth Management

Contact
Mimi Stansbury, CFP®

Mimi Stansbury
(202) 386-6224

1425 K St NW Ste 350
Washington, DC 20005-3514
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(202) 386-6224

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John R Quattlebaum, CFP®

Wells Fargo Bank
(202) 414-3440

1300 I St NW
Wells Fargo Bank
Washington, DC 20005-3306
View on Map
(202) 414-3440

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning

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