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District Capital Management is the place to find a trusted financial advisor in Rockville, MD. We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Our highly qualified financial advisors want to see you succeed and help you secure your financial future.
We are members of NAPFA, Fee-Only Network, and XYPN. We are held to the fiduciary standard which states that our recommendations must be in your best interest. If you are motivated to achieve your financial goals, we want to partner with you by elevating your finances.
Fee-only financial planners offer financial advice, investment management, and other financial services for a set fee. They don’t receive commissions for recommending certain products or services. The pricing structure is transparent and there are no hidden costs.
Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®. We give unbiased financial advice to help maximize your money and achieve your financial goals.
We stand out from other fee-only financial planners in the Rockville area in several ways:
We invite you to learn more about our financial planning and investment management services in Rockville, Maryland. If you’re interested in elevating your finances and maximizing your money, schedule a FREE 30 minute discovery call with one of our fee-only certified financial planners today!
$4,500 – $10,500
($375 to $900/month)*
$5,400 – $15,000
($450 to $1,250/month)*
*Exact price will be determined based on complexity, assets and income.
We offer pro-bono financial planning for DC, MD, & VA individuals who earn less than $56,000 per year or families who earn less than $75,000 per year.