A complete list of active advisors currently associated with Dominion Financial Consultants, LLC
Warmer can help you find a great advisor at Dominion Financial Consultants, LLC or one who fits your needs even better.
Dominion Financial Consultants is a fee-only advisory firm that provides comprehensive financial planning and portfolio management primarily for individual clients; its disclosures also indicate support for institutional clients, charitable organizations, and pension consulting engagements. The firm typically charges asset-based fees and offers ongoing portfolio management alongside broader financial planning services. Advisory work is informed by the principal’s CPA, J.D., and CFP credentials and by prior tax-policy and tax-practice roles, including senior work at the Internal Revenue Service and service on a Senate finance committee; the brochure also notes the adviser may provide legal services to clients. This background underpins a tax-focused planning approach that emphasizes retirement, estate, and pension-related issues within client portfolios. Compared with many independent peers, the firm’s combination of legal and accounting licenses together with government tax experience is a notable differentiator and supports work with institutional plans and charitable clients—areas that are relatively uncommon among similar firms. The practice is positioned as a small, fee-only advisory business that integrates tax and legal expertise into its investment and retirement consulting services.
To learn more about the advisors currently working at Dominion Financial Consultants, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 19
|
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