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Justin D

Series 63, Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Mark H

Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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John F

CFP®, Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

John Forbrich is a CFP® professional with 23 years of industry experience, currently advising at Acorn Financial Advisory Services, Inc. He has previously worked with Voya Financial Advisors and The Washington Financial Services Group, Inc. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and offers diversified portfolios with a range of investment strategies, including third-party managers and tactical tools.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Neetu K

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Luke G

Series 65

Vienna, VA

D'Orazio Wealth Advisors

Luke Griffin is a financial advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 credential. He joined the firm in 2026 and has professional experience from prior roles in diverse fields including veterinary services and education. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm follows a long-term, globally diversified investment approach using fundamental and quantitative analysis, managing portfolios with mutual funds, ETFs, individual equities, bonds, and separately managed account programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Mariame P

CFP®

Vienna, VA

The Advisory Group of San Francisco, LLC

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.

Tax-loss harvesting Retirement income strategy General estate planning guidance Charitable giving & philanthropy Elder care planning Founder/Business Owner Executive Approaching retirement Established Professionals
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Jeffrey G

CFA®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Retirement income strategy General estate planning guidance
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Abraham A

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nakia B

Series 66

Herndon, VA

Northwest Financial Advisors LLC

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Jeff D

CFP®, Series 63, Series 65

Herndon, VA

Craft Wealth Services

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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Evgeniy Y

CFA®

Sterling, VA

Signet Financial Management, LLC

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Rena A

Series 63, Series 65

Reston, VA

Preston Wealth Advisors, LLC.

Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard H

Series 63, Series 66

Herndon, VA

Northwest Financial Advisors LLC

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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David E

CFP®, Series 63, Series 65

Reston, VA

Mason Investment Advisory Services Inc

David Engler is a CFP® professional with 21 years of experience in financial advising. He has been with Mason Investment Advisory Services Inc since 2006. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions and endowments. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a focused advisory team.

Charitable giving & philanthropy Equity compensation tax strategy Wealth management Active portfolio management Tax-loss harvesting
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Sarah B

CFP®, Series 63, Series 65

Reston, VA

Mason Investment Advisory Services Inc

Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Charitable giving & philanthropy Equity compensation tax strategy Wealth management Active portfolio management Tax-loss harvesting
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Adrian V

CFP®, Series 66

Reston, VA

McAdam LLC

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

General retirement planning Private / alternative investments ESG / Sustainable investing
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Aaron R

CFA®, Series 66, Series 63

Reston, VA

F L Putnam Investment Management Co.

Aaron Rosen is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with F L Putnam Investment Management Co. and has held prior roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. Rosen also provides non-investment advisory consulting services as a sole proprietor. F L Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, and registered investment companies, offering customized portfolios through both internally managed strategies and third-party managers. The firm employs a strategic asset allocation framework with tactical flexibility and provides a range of services such as financial planning, family office solutions, and OCIO-style advisory.

ESG / Sustainable investing Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management Founder/Business Owner Executive
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Randon T

Series 66

Reston, VA

Mason Investment Advisory Services Inc

Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.

Charitable giving & philanthropy Equity compensation tax strategy Wealth management Active portfolio management Tax-loss harvesting
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Sean O

Series 66

Reston, VA

Capitol Securities Management, Inc.

Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Capitol Securities Management, Sean worked at Centerpoint Group and FirstPRO Inc. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

Founder/Business Owner Retired Executive
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Sharon K

CFP®, Series 65, Series 63

Reston, VA

Mason Investment Advisory Services Inc

Sharon Kampner is a CFP®-certified financial advisor with Mason Investment Advisory Services Inc, based in Reston, VA. She has 20 years of industry experience, including 15 years at Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and emphasizes strategic, long-term asset allocation with a focus on OCIO engagements for nonprofit organizations and pension plans.

Charitable giving & philanthropy Equity compensation tax strategy Wealth management Active portfolio management Tax-loss harvesting
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