About Us

District Capital Management is a fee-only fiduciary financial planning firm based in Washington, DC. We help professionals in their 30s and 40s build long-term wealth and retire early through comprehensive financial planning, investment management, and proactive tax strategy.

Our Purpose

Our mission is to provide accessible, best-in-class financial advice to DC professionals in their 30s and 40s.

How We Are Different

Focus On Professionals In Their 30s And 40s

We are laser-focused on helping professionals in their 30s and 40s maximize their money.

Comprehensive, Actionable Advice

Highly personalized financial advice addressing every facet of your financial situation.

Transparent Fee-Only Pricing

We do not sell products or get commissions.

One-Stop Shop

We have a network of experts we have vetted.

Our Team

We are CERTIFIED FINANCIAL PLANNER® professionals. You are in highly capable hands.

Investment Expertise

We also have two Chartered Financial Analyst® (CFA®) charterholders in our team.

Our Why

Spending every day helping people turn their life goals into reality is why I love coming to work each day.

Giving Back To Our Community

We are passionate about giving back to our community. We encourage each of our financial planners to dedicate a minimum of 20 hours per year of pro bono financial planning work. 

District Capital Management team – fee-only financial advisors in Washington DC
financial advisor team washington dc

Who We Are

  • Fee-only fiduciary firm (no commissions)
  • Based in Washington, DC (serving clients nationwide)
  • Specialty: Professionals in their 30s and 40s
  • Focus: Build wealth and retire by 55
  • Services: Financial planning, investing, tax strategy

We give unbiased financial advice to help maximize your money and achieve your life goals.

Our Core Values

Deliver Massive Value

We work hard to provide top-notch solutions to life's financial hurdles.

Make An Impact

We put the needs and priorities of our clients and our community first.

Listen Deeply & Speak With Care

We focus on listening first and being honest and transparent with our clients.

Meet You Where You Are

We take the time to understand your unique situation and help you reach your life goals.

Meet District Capital Management

We have 3 CERTIFIED FINANCIAL PLANNER® professionals, one Accredited Financial Counselor®, and two CFA® charterholders on our team. We will meet you where you are, act in your best interest, and help align your money with your values. We believe money is a tool to help you live your best life.

Kayla Welte - Financial Advisor

Kayla Welte, CFP®, ChFC®, AFC®​

Senior Financial Planner

Alvin Carlos - Financial Advisor

Alvin Carlos, CFP®, CFA​

Financial Planner & Managing Partner

Amy Spalding, CFP®​ | Financial Planner

Amy Spalding, CFP®

Financial Planner

Brittany Chapman, CFP®

Financial Planner

Becky Scherbring - District Capital

Becky Scherbring​

Operations & Client Support Specialist

Jessica Hanneman - Marketing Specialist

Jessica Hanneman​

Marketing Specialist

andrew kim - partner and investment specialist

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 & Investment Specialist

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 partner and investment specialist

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 & Investment Specialist

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.

Ready To Maximize Your Finances?

Schedule A Free Discovery Call With District Capital

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