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District Capital Management is a fee-only financial planning firm serving professionals in their 30s and 40s. Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®. We provide personalized financial planning and investment management to clients in Richmond and surrounding areas.
We are fee-only fiduciary financial advisors. We offer comprehensive financial advice and investment management services for a set fee. There are no hidden costs or commissions. We have sworn a fiduciary oath that we will provide you with full transparency and act in your best interest.
Our core values include:
District Capital provides independent, high-quality financial advice to professionals and entrepreneurs in their 30s & 40s. We are a team of skilled and compassionate financial planners that are passionate about giving you top-notch financial advice. We want to help you maximize your money and achieve your life goals.
Our experienced team specialize in:
We believe that a financial advisor can help you navigate your finances and decide what you should be doing with your money to reach your financial goals. Working with the right financial advisor can help you save time and money in the long run.
Choosing a financial advisor in Richmond is an important decision. We have put together a list of 10 important questions to ask a potential financial advisor. We recommend booking a call with a couple of financial advisors to find out which one is right for you and your family.
Schedule a complimentary discovery call with one of our experienced financial advisors today. We would love to learn more about you and your family. It’s time to elevate your finances and start working towards your financial goals!
$3,540 – $6,000
($295 to $500/month)
$4,500 – $9,600
($375 to $800/month)