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Advisors near 20117
Out of 400,000+ nationwide
Kartik P
Series 65
Brambleton, VA
Simplify Investments
Danny K
CFP®, CPA
Hamilton, VA
FI-Nancial Planner LLC
As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
John R
CFA®, Series 65
Leesburg, VA
Rathnam Capital, LLC
Eric N
CFP®, ChFC®, Series 63, Series 65
Leesburg, VA
EAN Equity Financial Services LLC
David P
Series 63, Series 65
Leesburg, VA
Reye Partners Asset Management LLC
Bryan L
Series 65
Purcellville, VA
Present Value Financial Services LLC
Robert A
Series 65
Leesburg, VA
Allen Investment Management
Jonathan M
Series 65
Gainesville, VA
Castle Hill Capital
Mark H
CFP®, Series 65
Purcellville, VA
Helm Financial Advisors, LLC
Melanie B
CFP®, Series 66
Ashburn, VA
Next Play Financial
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Advisors near 20117
Out of 400,000+ nationwide