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Divergent Planning

6701 Democracy Blvd #300
Bethesda, MD 20817 240-428-8911

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Ara and Matt are a great team. They explain things very well, offer good advice,... - Dec 04, 2014

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Edelman Financial Engines

7250 Woodmont Ave #315
Bethesda, MD 20814 301-543-8881

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Edward Jones

10619 Jones St #201-A
Fairfax, VA 22030 703-273-2390

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I highly recommend Tony Tenorio at Edward Jones in Fairfax. The service is... - Jan 17, 2021

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Edward Jones

400 Holiday Ct #107
Warrenton, VA 20186 540-349-9741

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Have used Stan Parks to manage my stock portfolio since 1990. Have always exceeded... - May 16, 2020

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Evermay Wealth Management

1776 Wilson Blvd #520
Arlington , VA 22209 703-822-5696

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Financial Advisor For You

1820 Wyoming Ave NW
Washington, DC 20009 202-257-6499

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Mike is a for fee planner who charges one flat rate. He helped us see how much... - Sep 05, 2017

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First Command Financial Advisor

241 18th St S #303
Arlington, VA 22202 703-418-9360

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Adequate advice, but pricing scheme used is a little bit high and not for everyone.... - Aug 26, 2018

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Lee Sipe & Associates

15245 Shady Grove Rd #240
Rockville, MD 20850 301-216-1111

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Thomas Lee is a terrific financial advisor who produces excellent results.... - Jan 04, 2024

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Merrill Lynch Wealth Management

1900 Duke St
Alexandria, VA 22314 703-683-6012

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Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

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Morgan Stanley Wealth Management

333 John Carlyle St #650
Alexandria, VA 22314 703-549-8282

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My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

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Morgan Stanley Wealth Management

410 Severn Ave Bldg B #211
Annapolis, MD 21403 410-268-5700

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Navy Federal Financial Group

820 Follin Ln SE
Vienna, VA 22180 703-255-8555

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have had accounts with them for many years. they alway were there with a helping... - Apr 11, 2024

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Northwestern Mutual

111 S Calvert St #2500
Baltimore, MD 21202 410-659-6029

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Mr. Crosley looks out for the individual and understands the many life choices... - Jan 25, 2020

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Northwestern Mutual Financial

888 Bestgate Rd #401
Annapolis, MD 21401 443-221-0722

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Oakton Financial

11710 Plaza America Dr #2000
Reston, VA 20190 703-871-5014

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Kevin Lozer is terrific. He is not only always responsive, he is also proactive.... - Dec 01, 2022

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Oppenheimer & Co

1801 K St NW #750
Washington, DC 20006 202-296-3030

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I recently found a great financial advisor at Oppenheimer. He has helped me... - Aug 08, 2023

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Potomac Wealth Advisors

15245 Shady Grove Rd #410
Rockville, MD 20850 301-279-2225

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I had some complicated financial needs, and they addressed them efficiently... - Oct 18, 2023

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Professional Financial Solutions

10517 West Dr #A
Fairfax, VA 22030 703-385-0870

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Renee and Drew were amazing! They really understood our unique situation... - Oct 03, 2023

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Raymond James

11 N Washington St #350
Rockville, MD 20850 301-258-7792

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New address is 11 N. Washington St., Ste 600, Rockville, MD 20850 - Sep 29, 2018

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Raymond James

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

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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.