I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I will take as long as you like to talk through all your questions. We serve individuals and families (Baby Boomers, Gen X, Gen Y/Millenials, and Gen Z), entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, and tax planning. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland, and DC (13 states so far) while based in Fairfax, VA. Why? Because we have everything needed to be your guide in a changing landscape. Like most established firms, at Your Best Path, we offer comprehensive financial planning, retirement planning, investment management, and more to help our clients build the life they really want. However, there are a few aspects of our practice that differ from the great majority of planners. – My mission is to help people align their values and their investments so they can stop supporting the companies that are destroying the systems that make life on Earth possible. I am a leader in sustainable, responsible, and impact investing (SRI), having received the CSRIC designation – the first-ever certification for studying investing while considering environmental, social, and governance factors. If you want it to, your portfolio can reflect your specific values, not just a cookie-cutter index from fund managers who don’t even vote their shares. – We have extensive experience working with tech professionals, managers, and executives with equity compensation (RSUs, Options, ESOPPs, and deferred comp.) – We also have expertise developed over years of working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs. –I have no asset minimum and am happy to work with those with less, but am ready to serve those with substantial wealth.

Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.

William Kelleher is a financial advisor at Lee, Kelleher & Klein Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, OpenText, Foothold Technology, and Yelp Inc. since beginning his advisory career in 2024. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension plans, estates, and charitable organizations. The firm employs a combination of fundamental security analysis and modern portfolio theory, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

Lauren Botti is a financial advisor at Financial Dimensions, LLC with one year of industry experience and holds a Series 65 designation. She also provides accounting services as a contractor for a small engineering firm. Financial Dimensions LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with core holdings in index funds and ETFs supplemented by selective active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and provides additional services including tax preparation and insurance product recommendations.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.

Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Jonathan Bradley is a financial advisor at Cristata Investment Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cristata Wealth Solutions since 2009. Cristata Wealth Solutions provides personalized portfolio management and asset-review services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach complemented by short-term trades and option strategies, managing approximately $52.5 million across discretionary and non-discretionary accounts.

Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.

Philip Huber Jr. is a CFP® professional with 27 years of experience in the financial industry. He has worked at Huber, Weakland & Assoc, Inc. since 1999. HWA Financial Group is a small advisory firm managing approximately $295 million for about 167 clients, primarily high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, employing a range of asset-allocation strategies across various investment vehicles.

Rita Abel is a CFP® and PFS™ credentialed advisor with 18 years of experience in financial services. She has been with ABEL Financial Management Co. since 1994 and has operated her own CPA practice since 1991. Abel serves as a trustee for a client’s insurance trust and is a member of the AICPA and MACPA. ABEL Financial Management Co. provides comprehensive financial management and planning primarily to individual clients, including high-net-worth households, as well as corporations and families. The firm combines independent model portfolios and internally developed strategies, integrating tax and accounting considerations through its affiliation with a CPA practice.

Michael Powers is a financial advisor at Financial Dimensions, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at First Financial of Maryland FCU and the US Government. Powers serves as a volunteer board member for several 501(c)(3) organizations. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset-allocation approach using index funds and ETFs as core holdings, supplemented by active managers and individual securities, and offers tax preparation and insurance services.

Matthew Klein is a CFP® and CFA® with 19 years of industry experience. He has worked at Merrill and Bank of America before joining Lee, Kelleher & Klein Wealth Management in 2026. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm applies fundamental security analysis alongside modern portfolio theory to manage accounts with a combination of long-term, short-term, income, and hedging strategies.

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with a Series 65 designation and one year of industry experience. His prior work history includes self-employment periods from 2023 to 2025. Intentional Wealth Strategies serves individual clients, trusts, estates, charitable organizations, corporations, and retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm uses an evidence-based, disciplined investment process focused on global diversification, fundamental analysis, and factor exposures to construct and rebalance portfolios.

Thomas Webbert is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Blue Curve Advisory, LLC. His prior experience includes roles at Osaic Wealth, Inc. and Securities America Advisors, Inc. Webbert also acts as a public notary and independent insurance agent. Blue Curve Advisory offers discretionary portfolio management, financial planning, and standalone tax preparation services to individuals, pension and profit-sharing plans, and corporations. The firm employs model portfolios based on fundamental analysis and modern portfolio theory, managing over $100 million in assets for more than 300 clients.