THE D.C. FINANCIAL
ADVISOR COLLECTIVE

Your best source for independent, fee-only
CERTIFIED FINANCIAL PLANNERS™ in Washington, D.C.

The D.C. Financial Advisor Collective is a group of CFP^® Professionals in the D.C. area who are making financial planning accessible and relevant for our community

You shouldn't need to have a certain amount of wealth or income to put a financial plan together. You also shouldn't be forced to get advice from your parents' financial advisor or an employee at that national bank down the street. Thankfully, you now have choices, from advisors who live in your neighborhood and understand where you are in life. The D.C. Financial Advisor Collective is delighted to offer you a variety of local CFPs who specialize in the unique goals and financial questions that you have.

MEET A FEW FINANCIAL ADVISORS NEAR YOU

YOU DESERVE OUR INDUSTRY'S HIGHEST STANDARDS

CFP^® Professional

Financial advisor titles, licenses, and certifications are confusing. Sadly, almost anyone can claim to offer you "financial planning." You can make the process easier on yourself by insisting on a Certified Financial Planner™, the most rigorous certification that an advisor can hold.

Every advisor in the Collective is a CFP^®.

Fiduciary

This legal term means that we're obligated to always act in your best interest. You might assume that most people helping you with your money would always do the same, but it's still too rare.

Every advisor in the Collective operates as fiduciary in all aspects of their work, at all times.

Fee Only

Financial planning services first started when customers asked their bankers and insurance salesman for advice. But these "advisors" had an incentive to recommend the financial products that they sold. A fee-only financial advisor doesn't sell any products.

Every advisor in the Collective offers fee-only financial planning.

Independent

Independent financial advisors increasingly help a single, specific group of individuals, whose questions and goals they understand well. Independent advisors have the flexibility to structure their services to fit the lives of their clients. And they don't need to support the objectives of a large, national corporation.

Every advisor in the Collective owns and operates his or her own financial planning company.

Education

Personal finance is a constantly evolving subject that demands a commitment to continuing education. The industry organizations to which we belong, including the CFP Board, NAPFA, and the Financial Planning Association, share and enforce this value.

Every advisor in the Collective complies with the continuing education requirements that these organizations set.

Local to D.C.

Many of your financial questions may not be specific to a place. But what about when you're trying to understand the financial implications of the D.C. housing market? Or you have a personal finance question related to the city's taxes or small business regulations? What if you just want to grab coffee with your advisor?

Every advisor in the Collective works in Washington, D.C. or its surrounding suburbs.