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.