MAXIMIZE YOUR MONEY

Fee-Only Financial Planning For DC Professionals In Their 30s And 40s

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What You Get

You’ll receive a comprehensive, actionable financial plan – a blueprint to help you reach your financial goals. We will work with you in implementing this financial plan.

You’ll receive recommendations on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.

We will be in your corner as you navigate key life decisions.

Financial Advisor

Fee-Only

We are fee-only financial planners. Our pricing is transparent and there are no hidden fees. We are never paid any commissions by third parties.

Fiduciary

As fiduciary financial planners, our only objective is to do what’s best for you. We always put your best interests above our own. Our advice is tailored solely to your personal situation.

Independent

We aren't tied to a specific company and we don't receive commissions from financial third parties. You can sleep soundly at night knowing that your interests are our only interests.
Financial Consultant Near Me

Choosing The Right Financial Advisor

Why Choose Us

50+

Years of Experience

100+

Clients

Who We Serve

Does This Sound Like You?

Financial Planning for Families

Meet the Sanchez Family

Couple with 1 Child

Small business financial planner

Meet Ronil

Small Business Owner

Federal employee financial planner

Meet Kat

Federal Employee

financial planner for tech professional

Meet Jamie

Tech Professional

Our Team

Meet District Capital Management

We’re an independent, fee-only financial planning firm dedicated to helping professionals and entrepreneurs in their 30s and 40s maximize their money. With three CERTIFIED FINANCIAL PLANNERS™, an Accredited Financial Counselor®, and two CFA charterholders on our team, we offer a wealth of expertise and insight. Our clients are at the heart of everything that we do.

Kayla Welte - Financial Advisor

Kayla Welte, CFP®, ChFC®, AFC®​

Senior Financial Planner

Alvin Carlos - Financial Advisor

Alvin Carlos, CFP®, CFA​

Financial Planner & Managing Partner

Kateri Zhu - Financial Advisor

Kateri Zhu, MBA​

Financial Planner

Amy Spalding - District Capital Management

Amy Spalding, CFP®

Financial Planner

Becky Scherbring - District Capital

Becky Scherbring​

Administrative Assistant and Bookkeeping

Jessica Hanneman - District Capital Management

Jessica Hanneman​

Marketing Specialist

Andrew Kim - District Capital

Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a proud father.

Andrew Kim, CFA​

Partner

Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a proud father.

Tec Han - District Capital

Tec is the Chief Investment Officer of Vibrato Capital LLC, a private investment office that oversees both tax-exempt and taxable portfolios. He brings experience in institutional investment management. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust and Cambridge Associates. Mr. Han graduated from Vassar College with a BA in Economics. He earned his MBA from the Johnson School of Management at Cornell University.

Tec Han, MBA​

Partner

Tec is the Chief Investment Officer of Vibrato Capital LLC, a private investment office that oversees both tax-exempt and taxable portfolios. He brings experience in institutional investment management. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust and Cambridge Associates. Mr. Han graduated from Vassar College with a BA in Economics. He earned his MBA from the Johnson School of Management at Cornell University.

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