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Fidelity Investments

1900 K St NW #110
Washington, DC 20004 800-343-3548

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Very satisfied by quality of work by adviser at Fidelity. Gives clear advice,... - Nov 02, 2024

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TIAA-CREF

11810 Grand Park Ave #500
Bethesda, MD 20852 301-280-5500

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a lot depends on who your wealth adviser is - May 03, 2021

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Warner Financial

4550 Montgomery Ave #352
Bethesda, MD 20814 301-961-9505

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Warner Financial has managed my portfolio for many years now. Barbara Warner... - Aug 05, 2025

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Fidelity Investments

1900 K St NW #110
Washington, DC 20006 202-463-0496

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Fidelity is the best investment firm that I have dealt with. - May 27, 2020

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Merrill Lynch Wealth Management

11951 Freedom Dr #1750
Reston, VA 20190 703-464-8800

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The Merrill Lynch team of Brian Arezzo and Brian Chirles in the Reston office... - Feb 04, 2021

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Morgan Stanley Wealth Management

1650 Tysons Blvd #1000
McLean, VA 22102 703-556-8100

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They respond immediately to any question, and are professional and personable! - Jun 17, 2021

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Ameriprise Financial

3201 Jermantown Rd #575
Fairfax, VA 22030 703-273-2937

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Takes great care to explain and answer questions before recommending actions. - Nov 02, 2020

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Edelman Financial Engines

6550 Rock Spring Dr #510
North Bethesda, MD 20817 888-752-6742

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I have been with my financial advisor for over 20 years. He makes sure to... - Mar 02, 2025

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Campbell Wealth Management

330 John Carlyle St #400
Alexandria, VA 22314 703-535-5300

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I was rather overwhelmed at the depth into which Kelly and his team looked... - Feb 08, 2024

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Charles Schwab

1650 Tysons Blvd #150
McLean, VA 22102 703-761-1570

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Good research tools on their website. - Jun 07, 2021

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Charles Schwab

7401 Wisconsin Ave #100
Bethesda, MD 20814 301-941-9800

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Our financial advisor is Ari Strait. Overall we are happy with his work and... - Mar 11, 2025

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ClearLogic Financial

11107 Sunset Hills Rd #220
Reston, VA 20190 703-476-3521

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PLEASE NOTE that ClearLogic Financial is now part of Apella Wealth! The... - Nov 23, 2025

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Edelman Financial Engines

6550 Rock Spring Dr #510
Bethesda, MD 20817 301-530-3494

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I started with Edelman Financial Services in 2009 and have always been happy... - Feb 24, 2025

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Family Firm

8120 Woodmont Ave #630
Bethesda, MD 20814 301-656-3999

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Acquired by Beacon Pointe this year, but still the same great staff and service. - Apr 30, 2026

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Schaeffer Financial

4612 Great Oak Rd
Rockville, MD 20853 301-933-5550

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I've used Schaeffer for many years, but this was the first time I've... - May 03, 2026

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Vanguard

PO Box 2600
Valley Forge, PA 19482 877-662-7447

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Vanguard investment advisors are knowledgeable, but you should know that they... - Feb 25, 2025

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Congress Wealth Management

6345 Woodside Ct #100
Columbia, MD 21046 410-995-6630

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They are more conservative so will lag the markets in an up market but perform... - Feb 21, 2023

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First Command Financial Advisor

12150 Monument Dr #500
Fairfax, VA 22033 703-352-7970

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I have been using First Command since 1986 when I was stationed at Fort Benning.... - Jun 10, 2024

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Morgan Stanley Wealth Management

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814 301-657-6300

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They do not stand behind their actions. When they make a mistake, they shrug... - Jul 26, 2018

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UBS Financial Services

1501 K St NW #1100
Washington, DC 20005 202-585-4000

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This applies to Mikail Quazi in Private Wealth Management. He is knowledgeable,... - Sep 18, 2023

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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.