Because our relationship with our clients is more than the typical advisor relationship.
Washingtonian: DC's Best Financial Advisers — 2022, 2021
The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2022 award was published in March 2022. The 2021 award was published in January 2021.
Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area's 201 top financial advisors—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a "best adviser" tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The "best adviser" names on this list are the people who received the strongest recommendations.