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District Capital Management is the place to find your Financial Advisor in Frederick. We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Every client has unique financial needs. Our highly qualified financial advisors want to see you succeed!
Our comprehensive financial planning services include:
We work with residents of Frederick to provide financial planning, retirement planning, investment management. We are fee only financial advisors and we do not sell products. We provide thoughtful and timely financial advice that is customized to you and your unique financial situation.
Choosing a fee-only and fiduciary financial planner in Frederick, MD is an important decision. We have put together a list of ‘10 important questions to ask a financial advisor’ to help you with your search.
Our mission is to provide affordable, best-in-class financial advice. We have Certified Financial Planner™ professionals, CFA charterholders, and an Accredited Financial Counselor® in our team. We work with families and individuals. We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich.
Are you ready to start achieving your financial goals? Schedule a free discovery call today and we’ll be happy to answer your questions and find out if our financial services are right for you and your family.
$3,300 – $6,000
($275 to $500/month)
$4,200 – $8,400
($350 to $700/month)