Financial Advisors in Washington, DC area - Consumers' Checkbook

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Business (Click name for details/checkboxes to compare) (clear)	Distance	Ratings	Most Recent Comment
Check to compare Edelman Financial Engines 4000 Legato Rd Fl 8 Fairfax, VA 22033 703-818-0800 Ratings: 95% 192 out of 202 recommended	20.9 miles	95% 192 out of 202 recommended	I have been with this firm over 30 years and highly recommend. - May 03, 2026 See all comments
Check to compare Cassaday & Company 8180 Greensboro Dr #1180 McLean, VA 22102 703-506-8200 Ratings: 99% 70 out of 71 recommended	13.3 miles	99% 70 out of 71 recommended	Moved here from a smaller company. Cassady had a broker for Medicare ready to help us when we needed it, and our CPA has a few clients that use them also.... - May 03, 2026 See all comments
Check to compare Fidelity Investments 7501 Wisconsin Ave #150-W Bethesda, MD 20814 800-531-2419 Ratings: 100% 32 out of 32 recommended	8.1 miles	100% 32 out of 32 recommended	Jacob Miller is an excellent advisor - Oct 25, 2025 See all comments
Check to compare Morgan Stanley Wealth Management 702 King Farm Blvd #500 Rockville, MD 20850 301-556-2300 Ratings: 100% 31 out of 31 recommended	17.6 miles	100% 31 out of 31 recommended	The Fishbein group provides excellent service. I've been with them for 30 plus years. - Feb 19, 2023 See all comments
Check to compare Baltimore-Washington Financial Advisors 5950 Symphony Woods Rd #600 Columbia, MD 21044 410-461-3900 Ratings: 100% 30 out of 30 recommended	22.3 miles	100% 30 out of 30 recommended	We've worked with Chris Kelly of BWFA for years and have been extremely pleased. - Apr 30, 2025 See all comments
Check to compare Caudron Megary Blackburn Wealth Management 101 N Union St #220 Alexandria, VA 22314 703-739-4548 Ratings: 100% 29 out of 29 recommended	7.3 miles	100% 29 out of 29 recommended	highly recommend - Mar 03, 2024 See all comments
Check to compare Financial Advantage Associates 101 Gaither Rd #600 Rockville, MD 20850 301-610-0071 Ratings: 100% 29 out of 29 recommended	17.1 miles	100% 29 out of 29 recommended	Have worked with Jason Silverberg for decades and are very pleased with his guidance and portfolio management. - Apr 28, 2026 See all comments
Check to compare Creative Planning 8444 Westpark Dr #610 McLean, VA 22102 866-909-5148 Ratings: 96% 26 out of 27 recommended	13.7 miles	96% 26 out of 27 recommended	They have done a fantastic job of protecting and growing our investments - Nov 18, 2025 See all comments
Check to compare Fidelity Investments 1861 International Dr McLean, VA 22102 800-543-8736 Ratings: 96% 26 out of 27 recommended	13.2 miles	96% 26 out of 27 recommended	We are very pleased with the comprehensive financial planning, including retirement planning, and investment services. - Nov 30, 2024 See all comments
Check to compare First Command Financial Advisor 5285 Shawnee Rd #305 Alexandria, VA 22312 703-658-2943 Ratings: 100% 27 out of 27 recommended	11.7 miles	100% 27 out of 27 recommended	My advisor, Ben Livestro, is fantastic. - Jan 08, 2026 See all comments
Check to compare Merrill Lynch Wealth Management 11810 Grand Park Ave North Bethesda, MD 20852 301-468-3000 Ratings: 88% 23 out of 26 recommended	12.2 miles	88% 23 out of 26 recommended	Financial management at it's best. Extremely happy for the great care and directions I have been receiving from Merrill team. - Jul 14, 2022 See all comments
Check to compare Cocozza Financial Planning 3046 Hazelton St Falls Church, VA 22044 703-276-1243 Ratings: 100% 24 out of 24 recommended	9.8 miles	100% 24 out of 24 recommended	My wife and I have used Paul for several years and are very satisfied with his recommendations and advice. We also have friends who use him and are very... - Oct 21, 2025 See all comments
Check to compare FBB Capital Partners 4520 East West Hwy #450 Bethesda, MD 20814 301-657-8870 Ratings: 96% 23 out of 24 recommended	8.0 miles	96% 23 out of 24 recommended	Maggi Keating at FBB has been our financial advisor for years. She is knowledgeable, ethical, and experienced. We get quick responses to questions and... - Oct 24, 2024 See all comments
Check to compare Merrill Lynch Wealth Management 1152 15th St NW #6000 Washington, DC 20005 202-659-7222 Ratings: 88% 21 out of 24 recommended	2.5 miles	88% 21 out of 24 recommended	My financial advisor provides expert and seasoned advice which consistently addresses any of my persona financial l concerns. - Jun 15, 2022 See all comments
Check to compare Wells Fargo Advisors 1650 Tysons Blvd #500 Mc Lean, VA 22102 703-893-5700 Ratings: 96% 23 out of 24 recommended	13.1 miles	96% 23 out of 24 recommended	Bert Burson has been our financial advisor for over 25 years and has always been attentive to our needs and, with his team, has provided excellent financial... - Oct 24, 2024 See all comments
Check to compare Egan Berger & Weiner 1919 Gallows Rd #600 Vienna, VA 22182 703-506-0030 Ratings: 96% 22 out of 23 recommended	13.2 miles	96% 22 out of 23 recommended	I have used them for over 25 years! Attentive and my retirement funds are growing well, even in retirement. - Nov 02, 2024 See all comments
Check to compare TIAA-CREF 3050 Chain Bridge Rd #400 Fairfax, VA 22030 703-383-5190 Ratings: 80% 16 out of 20 recommended	17.7 miles	80% 16 out of 20 recommended	Service came as part of membership, changed from an Ameriprise advisor who was more a salesperson and got me into some bad options. Generally satisfied... - Oct 08, 2024 See all comments
Check to compare West Financial Services 2010 Corporate Ridge Rd #530 McLean, VA 22102 703-847-2500 Ratings: 95% 19 out of 20 recommended	12.5 miles	95% 19 out of 20 recommended	Everyone is just super - Apr 26, 2026 See all comments
Check to compare Edelman Financial Engines 1800 Diagonal Rd #480 Alexandria, VA 22314 703-836-0652 Ratings: 100% 19 out of 19 recommended	7.7 miles	100% 19 out of 19 recommended	I have been with Edelman for many years. My advisor is prompt in answering my questions, gives sound advice, and is very pleasant to work with. - Feb 09, 2024 See all comments
Check to compare Fidelity Investments 1725 Duke St #GR-05 Alexandria, VA 22314 800-367-1059 Ratings: 94% 17 out of 18 recommended	7.8 miles	94% 17 out of 18 recommended	Fidelity Investments provides clear and concise information regarding investments. They answer the phone/email promptly and assist with any questions... - May 20, 2026 See all comments

Estate Planning Tasks & Tips

Estate Planning Tasks and Tips

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.

Estate Planning Tasks & Tips

Creating a Roadmap for Your Heirs

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.

Estate Planning Tasks & Tips

Hiring Estate-Planning Experts

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.

Estate Planning Tasks & Tips

Estate Planning Tasks & Tips

Estate Planning Tasks & Tips

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