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Raymond James

1717 Pennsylvania Ave NW #1050
Washington, DC 20006 202-872-5900

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RBC Wealth Management

2100 Pennsylvania Ave NW #810-N
Washington, DC 20037 202-661-9515

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Excellent service and advice. They take initiative. - Oct 23, 2025

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CIBC Private Wealth Management

1201 F St NW #900
Washington, DC 20004 202-783-4144

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Donalies Financial Planning

641 S St NW
Washington, DC 20001 240-888-2573

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Chuck is a great financial adviser. His fees are reasonable and he recommends... - Sep 06, 2018

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FDL Financial

1455 Pennsylvania Ave NW #400
Washington, DC 20004 202-530-5577

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They take good care of me - Jun 20, 2022

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Paladin Capital Group

2000 K St NW #500
Washington, DC 20006 202-293-5590

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Accolade Partners

2100 Pennsylvania Ave NW #300-N
Washington, DC 20037 202-775-5595

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Acon Investments

1133 Connecticut Ave NW #700
Washington, DC 20036 202-454-1100

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American Professional

822 H St NE #200
Washington, DC 20002 202-574-2771

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Ameriprise Financial

1001 Connecticut Ave NW #630
Washington, DC 20036 202-750-7904

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Caldwell & Associates

5427 14th St NW
Washington, DC 20011 202-587-7800

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Charles Group

322 Massachusetts Ave NE
Washington, DC 20002 202-546-2262

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Citibank

5700 Connecticut Ave NW
Washington, DC 20015 202-559-1470

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Daniel Shanahan

1501 K St NW #1100
Washington, DC 20005 202-654-6605

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Edward Jones

1201 Connecticut Ave NW #850
Washington, DC 20036 202-223-1179

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I enjoy working with Justin at Edward Jones. He is very patient and responsive. - Aug 19, 2015

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Elder & Disability Law Center

1020 19th St NW #510
Washington, DC 20036 202-452-0000

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canned advice and condescending. - Nov 15, 2019

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Feldman Financial Advisors

1001 Connecticut Ave NW #840
Washington, DC 20036 202-467-6862

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Folger Nolan Fleming Douglas

725 15th St NW
Washington, DC 20005 202-783-5252

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Gallagher Insurance Risk Management & Consulting

1667 K St NW #1270
Washington, DC 20006 202-898-2270

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Intrust Global Investments

1701 Pennsylvania Ave NW #200
Washington, DC 20006 202-349-5559

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.