Our Mission

To act as a reliable, cost-effective resource for our clients as they make financial, investment, and management decisions designed to create and augment assets, and conserve wealth.

Our goal is to establish long-term relationships with our clients. Those relationships are based on performance, which results in trust – the sort of trust that allows our clients to recommend us to others without reservation.

What Sets Us Apart

We use a Coaching approach. First, we work with clients to assemble all relevant information through a proven proprietary questionnaire system called LEAP. This involves pre-meeting “homework” on the part of the client, followed by an in-person meeting with an advisor, all of which is provided at no cost. Once your goals are clear and your resources are defined, we can create a comprehensive proposal aimed at meeting your financial goals.

What about Fees?

Different financial instruments meet different needs. While many of the instruments we work with are fee-based, some are asset-based, and others are commission-based.

But CFP has no sales quotas. And, unlike many larger financial management firms with their own mutual funds to push, we have no corporate agendas that might affect our recommendations for your plan. Our goal is to produce plans that maximize your tax savings and investment returns, and minimize fees.

We are happy to work in coordination with your current advisor(s) to produce a comprehensive plan. Our depth of expertise opens the door to opportunities that most clients – and many advisors – never thought possible.

Organizational Structure

Our office is an independent entity licensed to do business in Maryland, Virginia and the District of Columbia, as well as most other states.

We currently tap the expertise of approx 30 in-house advisors and staff members. We also have ongoing relationships with several financial professionals, such as CPAs and Estate Planning Attorneys to cater to each individual clients situation. We currently serve more than 5000 clients in the Washington DC Metro Area and across the nation.