Who We Serve

We Serve Professionals & Entrepreneurs In Their 30s And 40s

Whether you work in the tech industry, government, non-profit sector, or are a small business owner, we understand the unique financial challenges you face. We have helped over 300 professionals and we’ve encountered almost every personal finance issue that they have faced. 

Do You Want To See If You’re A Good Fit For District Capital?

We have five quick questions to see if you are a good fit.

Not all of these will apply to every client. But do one of the following apply to you?


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

fiduciary financial planner near me

We enjoy working with clients who are:


You are highly motivated to optimize your finances and achieve your life goals. You are willing to put in the effort. Your gut is saying: “Let’s do this!”


You ask questions when things are not clear. You understand that together as partners, we can achieve great results.


You feel comfortable using online apps, and sometimes find it fun to use.


You want to make this world a better place. You donate to charity or do volunteer work. We find that inspiring.

Professionals in their 30s and 40s

You are in your 30s or 40s, have disposable income, and may be working in consulting, technology, nonprofit or the military. You may also be a small business owner.

Ready To Maximize Your Finances?

Schedule A Free Discovery Call

Ready to take charge of your financial future?



Want to know the right questions to ask a financial planner to make sure they have your best interests at heart? We’ve got you!

questions to ask a financial advisor