About

Welcome to The D.C. Financial Advisor Collective

The D.C. Financial Advisor Collective is a group of Washington, DC-based financial advisors who offer financial planning to our community based on the highest fee-only, CERTIFIED FINANCIAL PLANNER™ professional standards.

Each member of the Collective meets the following criteria:

  • Become and remain a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) in good standing
  • Have a strict fiduciary duty to act in the best interest of our clients at all times
  • Operate as a fee-only financial advisor, meaning that we don’t have any products to sell or commissions to earn
  • Focus primarily on providing comprehensive financial planning to clients, rather than just investment management
  • Own and operate an independent financial planning firm that does not need to support a national corporation, such as a bank, insurance company, or brokerage firm.
  • Committed to ongoing financial education to ensure that we're able to help clients based on the most recent laws, policies, and ideas
  • Currently accepting new clients
  • Registered with D.C., Maryland, and/or Virginia as a Registered Investment Advisor
  • Operate our businesses primarily in Washington, D.C., and surrounding areas
  • Have not incurred any regulatory sanctions or fines

Choosing from our network of Washington, D.C. area financial advisors ensures that you're receiving the highest standards in the industry.

You've come to the right place to find a financial advisor who will get you on a path to feeling confident about your financial future

Note: If you are an independent fee-only financial advisor in Washington, D.C. interested in applying to join our network, please contact Kevin Mahoney for details.