Kathleen Finn
“Always exercises professionalism at the highest level.”
Best Financial Advisors in Washington, DC
18 firms listed · all 18 in Washington · 1 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Illumint by Kevin Mahoney, CFP
“My husband and I started working with Kevin this past year, and his guidance has greatly improved our peace of mind as we plan for the future of our young family.”
District Capital Management: Fee-Only Financial Planners
“District Capital Management and Alvin are an excellent resource for our retirement planning and we are very happy to have them as financial partners”
Monumental Financial Planning
“John and his team takes time to sit with you and develop a financial portfolio that will outline your future goals!!”
Donalies Financial Planning
“In this time of uncertainty, I am confident they are looking out for me.”
Folger Nolan Fleming Douglas
The 18 firms listed for Washington, DC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Washington, DC
All 18 firms we list here are in Washington itself. We have 41 firms in Washington on file; this page shows the highest-rated 18. 17 of the firms on this page have a rating, from 4.2 to 5.0 across 238 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), bookkeeping (2), business tax returns (2) and individuals (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 18 of the firms on this page; 12 publish a contact page; 15 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Washington take financial planning bookings online?
5 of the 18 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Xpress Refund Tax Services
“I don't care about what other business's try to do to get you in the door, Aamer is the real deal .”
Salti & Associates
Armstrong Fleming & Moore
Katz-Moses Financial
“Working with Andrew opened my eyes to the fact that by avoiding money I wasn't able to make choices or support causes that were aligned with my values.”
Finer Finance 101
“She helped us consolidate some debts, combine old 401k accounts, and get our financials and credit prepared to buy a new house.”
Wealth Over Now
“She has a wealth of knowledge and connections that are beneficial beyond financial coaching and does a fantastic job at uncovering areas of opportunity and simplifying the things I/we tend to over complicate”
Platinum Bridge Wealth Strategies
“He is a true professional and a leader in his field, highly recommend.”
Capital Asset Management Group
“Great group of financial advisors and fiduciaries.”
Alliance Bernstein
Lynx Investment Advisory
Northwestern Mutual - Brendan Tracz
The Scowcroft Group
Why these companies made our list
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