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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
James F. Ludwick, CFP®

MainStreet Financial Planning, Inc.
(410) 695-1556

1425 K St NW Ste 350
Washington, DC 20005-3514
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(443) 994-4896

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Dickinson Jenkins Miller, CFP®

Ameriprise Financial Services,
(202) 466-2260

1614 20th St NW
Washington, DC 20009-1001
View on Map
(202) 293-9797

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Arabic, Armenian, Russian, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Long-Term Care

Contact
William Manch, CFP®

Wells Fargo Advisors
(703) 556-6985

1133 Connecticut Ave NW
Fl 9
Washington, DC 20036-4310
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(202) 861-4479

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Wealth Management

Contact
Kurt Rupprecht, CFP®

Northwestern Mutual Financial Network
(202) 403-2588

1801 K St NW
Ste. 210
Washington, DC 20006-1301
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(202) 403-2588

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Alexandra Armstrong, CFP®

Armstrong Fleming & Moore Inc
(202) 887-8135

1850 M St NW Ste 250
Washington, DC 20036-5813
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(202) 887-8135

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Deborah DeNooy, CFP®

Morgan Stanley
(202) 862-7510

1775 Eye St NW
Ste 200
Washington, DC 20006-2409
View on Map
(202) 862-7510

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Investment Management, Retirement Income Management

Contact
Patrick W. Bransford, CFP®

Merrill Lynch
(202) 659-7405

1152 15th St NW Ste 6000
Washington, DC 20005-1774
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(202) 659-7405

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Risk Management

Contact
Emmanuel I. Henson, CFP®

The Vanguard Group
(202) 741-5971

1999 K St NW
Washington, DC 20006-1118
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(202) 741-5971

Compensation Method: Salary
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Government and Military, Investment Planning, Retirement Income Management, Sudden Wealth Management, Wealth Management

Contact
Chase A Deters, CFP®

Raffa Wealth Management
(202) 955-7217

1899 L St NW
Suite 700
Washington, DC 20036-3804
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(202) 955-7217

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Wealth Management

Contact
Alexander T. Mann, CFP®

Morgan Stanley Wealth Management
(202) 861-5132

1850 K St NW Ste 900
Washington, DC 20006-2222
View on Map
(202) 861-5132

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Planning, Socially Responsible Investments

Contact
Maedi Tanham Carney, CFP®

M&L Special Needs Planning, LLC
(202) 248-7113

5603 Potomac Ave NW
Washington, DC 20016-2557
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(202) 841-8362

1050 Connecticut Ave NW
Washington, DC 20036-5303
View on Map
(202) 248-7113

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Life Planning

Contact
Justin K. Wine, CFP®

Aspen Wealth Management
(703) 626-2637

1350 I St NW Ste 870
Washington, DC 20005-3305
View on Map
(202) 552-1050

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning

Contact
Scott S. Walker, CFP®

Alexandria Capital

1030 15th St NW Ste 450
Washington, DC 20005-1503
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(202) 391-0180

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Robert Kwiatkowski, CFP®

Folger Nolan Fleming Douglas, Inc.
(202) 626-5251

725 Fifteenth St NW
Washington, DC 20005-2109
View on Map
(202) 626-5251

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning

Contact
Patrick K Haley, CFP®

Merrill Lynch, Pierce, Fenner & Smith Incorporated
(202) 429-4672

1152 15th Street NW
Suite 6000
Washington, DC 20005-1774
View on Map
(202) 429-4672

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Government and Military, Investment Management, Investment Planning, Retirement Income Management

Contact
Katherine H. Fox, CFP®

TIAA-CREF
(540) 239-7799

1730 Rhode Island Ave, NW
Ste 601
Washington, DC 20036-3116
View on Map

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Wealth Management

Contact
Grantham H Myers, CFP®

UBS Financial Services Inc.
(202) 585-5345

1501 K Street, NW
Suite 1100
Washington, DC 20005-1410
View on Map
(202) 585-5345

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Michael F. Byman, CFP®

Capital Management Group, LLC
(202) 391-0174

1730 Rhode Island Ave NW
Suite 601
Washington, DC 20036-3116
View on Map
(202) 391-0174

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Joel R Cundick, CFP®

The Corcoran Group
(301) 320-8149

1010 Wisconsin Ave, NW
Suite 215
Washington, DC 20007-3683
View on Map
(202) 333-4775

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Insurance Planning, Investment Management

Contact
Maureen Sue Bigger, CFP®

Washington Financial Planners, LLC
(202) 821-1540

1629 K St NW Ste 800
Washington, DC 20006-1637
View on Map
(202) 821-1540

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

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