Top financial advisors in Washington, DC
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.
If you work for the federal government or have a Thrift Savings Plan (TSP), you need an advisor who understands how to coordinate your FERS pension and TSP rollovers with your overall financial picture. A common mistake is treating these benefits like regular retirement accounts without considering their unique rules and tax implications.
- FERS pension insight. Confirm how the advisor integrates your federal pension into your retirement income plan, not just your investment portfolio.
- TSP rollover strategy. Ask about their approach to moving TSP funds, balancing tax impact and future growth potential.
- Estate tax navigation. Washington, DC has its own estate tax with a lower exemption than the federal level; check how they plan for this in your estate.
- Benefits coordination. Ensure they consider your full federal benefits package, including health and life insurance, when advising on retirement timing and income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gamal A
Series 66
Washington, DC
J.P. Morgan Securities
Gamal Aburdene Marcos, based in Washington, DC, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions. With six years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive support within a large firm environment.
Experience: 6 years
Avg account: $318,381
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Ivory J
CFP®, Series 63, Series 66
Palm Coast, FL
Consolidated Portfolio Review Corp
Ivory Johnson Jr. is well-equipped to assist Washington, DC clients with federal benefits coordination, leveraging his 33 years of experience and CFP® and ChFC® credentials. His firm uses a multi-advisor platform with strategic asset allocation and technical analysis, offering both proprietary and third-party portfolios, and he offers flat-fee annual planning services, distinguishing him from advisors who may rely solely on AUM fees or less integrated investment approaches.
Experience: 33 years
Avg account: $255,274
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Hillis H
Series 66
San Diego, CA
Missionsquare Retirement
Hillis Haygood specializes in retirement income strategy and withdrawal planning, which are crucial for managing federal benefits like FERS pensions and TSP rollovers. Based in San Diego, he offers independent advice with a 0.50% AUM fee and eight years of experience, supported by MissionSquare Retirement's expertise in government and non-profit retirement plans, differentiating him from advisors focused solely on general investment management.
Experience: 9 years
Avg account: $141,650
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Matthew A
Series 66
Washington, DC
HSBC SECURITIES (USA) Inc.
Matthew Agada's experience at HSBC Securities in Washington, DC, positions him to address the complexities of federal benefits like FERS pensions and TSP rollovers, integrating these into comprehensive retirement plans. His expertise in ESG, passive, and active portfolio management, combined with a 1.50% AUM fee and a large-firm environment, offers a structured, risk-profile-based investment approach distinct from smaller advisory practices.
Experience: 8 years
Avg account: $307,151
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Olive M
CFP®, Series 65
Washington, DC
Curi Capital, LLC
Olive Mitchell's experience at Curi Capital, LLC, where she supports a diverse clientele including high-net-worth individuals and retirement plan sponsors, equips her to address the complexities of federal benefits like FERS pensions and TSP rollovers in Washington, DC. Her CFP® certification, flat-fee structure, and focus on ESG and private investments distinguish her approach from others by blending sustainable strategies with personalized financial planning.
Experience: 6 years
Avg account: $2,917,438
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