Top financial advisors in District of Columbia
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in the District of Columbia means focusing on whether they understand the specific work you need done. A common mistake is hiring an advisor based on reputation alone, only to find out later they don't handle your particular financial concerns.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone experienced with federal employee pensions and Thrift Savings Plan (TSP) rollovers will be better suited if those are your priorities.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understanding their fee structure helps you avoid surprises.
- Estate tax awareness. D.C. has its own estate tax with a lower exemption than the federal level. Confirm the advisor is familiar with local estate tax rules.
- Continuity risk. If the advisor works solo, ask about their succession plan. In a larger firm, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dexter W
Series 63, Series 66
Washington, DC
Morgan Stanley
Dexter Walker's 28 years of experience and expertise in general estate planning guidance make him well-equipped to address financial advising needs in the District of Columbia, including local estate tax considerations. As a seasoned advisor at Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive resources and continuity, distinguishing him from solo practitioners or smaller firms in the area.
Experience: 29 years
Avg account: $670,481
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Brian H
Series 63, Series 66
Washington, DC
Fidelity
Brian Henry's focus on general retirement planning, income planning, and cash flow budgeting makes him well-equipped to address financial needs in the District of Columbia. Working at Fidelity, a large firm, he benefits from extensive resources and support, which can provide continuity and a broad range of services compared to solo practitioners. His recent experience since 2022 includes roles in financial representation and relationship management, offering a well-rounded perspective for clients.
Experience: 4 years
Avg account: $234,793
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Ani I
Series 66
Washington, DC
TIAA-CREF
Ani Inyang is well-equipped to assist with financial planning in the District of Columbia, especially for clients approaching retirement and mid-career professionals, with expertise in general estate planning and retirement plans for business owners. Operating within the large firm TIAA-CREF, she offers a 0.30% annual wrap fee and serves high-net-worth clients, providing both one-time planning and ongoing discretionary management tailored to individuals and trusts.
Experience: 20 years
Avg account: $523,144
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Matthew S
Series 66
Washington, DC
J.P. Morgan Securities
Matthew Steward is equipped to assist with wealth management needs in the District of Columbia, leveraging his Series 66 designation and three years of industry experience. Working at J.P. Morgan Securities, a large firm known for institutional consulting and comprehensive investment services, he offers a 0.30% annual fee based on assets under management, which may appeal to executives and business owners seeking robust support within a well-established firm.
Experience: 3 years
Avg account: $318,381
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Allison D
Series 65
Washington, DC
Farther
Allison Dunlap is well-equipped to serve clients in the District of Columbia with her expertise in passive/index investing and retirement plans for business owners, supported by nine years of industry experience and a Series 65 designation. Operating independently at Farther, she offers a negotiable flat annual fee and hourly rates up to $1,000, utilizing a technology-driven platform with a Modern Portfolio Theory investment approach, which may appeal to investors seeking a blend of personalized service and algorithmic portfolio management.
Experience: 9 years
Avg account: $972,193
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