Top financial advisors working with dual-income families in Reston, VA
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.
Managing finances as a dual-income family often means juggling two paychecks, tax brackets, and benefit plans simultaneously. Without careful coordination, you might miss opportunities to optimize your combined income and tax situation.
- Income coordination. Ask how they help balance your two incomes to minimize tax liabilities and maximize benefits.
- Housing market insight. Northern Virginia's unique housing costs affect your budget; check how they factor this into your financial plan.
- Benefit synchronization. Confirm they review both employers' benefits to avoid gaps or overlaps in coverage.
- Long-term goal alignment. Ensure they consider your shared financial goals, like saving for college or retirement, as a unified plan rather than separate efforts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Acie C
Series 65
Washington, DC
Values Added Financial
Acie Clayborne III specializes in serving dual-income families and mid-career professionals, offering tailored financial planning with a flat-fee structure and a focus on real estate investing and sustainable strategies. Based in Washington, DC, he brings a client-centered approach with customized asset allocation, differentiating himself through project-based engagements and experience with high-net-worth clients and business consulting.
Experience: 3 years
Avg account: $2,766,291
-
Patrick O
CFP®
North Bethesda, MD
Ortman Financial Planning
Patrick Ortman is well-equipped to assist dual-income families in the Reston, VA area with his 16 years of experience and CFP® certification, focusing on retirement planning, budgeting, and college savings. Operating from North Bethesda, MD, he offers flat-fee financial planning and specializes in serving Gen X clients, including attorneys and government employees, providing personalized, comprehensive financial guidance.
Experience: 16 years
Avg account: $605,841
-
Irina G
CFP®, Series 65
Potomac, MD
Donalies Financial Planning, LLC
Irina Gabidullina specializes in serving dual-income families, leveraging her CFP® certification and six years of experience to coordinate tax-aware strategies and retirement planning. Based in Potomac, MD, she offers flat-fee and hourly pricing through Donalies Financial Planning, which employs a blend of passive and active investment approaches tailored for high-net-worth clients, distinguishing her from others in the Reston, VA area.
Experience: 6 years
Avg account: $1,515,174
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Reston, VA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)