1) Focus On Middle And Upper-Middle Class Professionals

There’s a dearth of options for affordable AND top-notch financial advice for middle/upper-middle class professionals. Many advisors target the wealthy. Or give ‘free’ advice after selling you insurance you may or may not need. Some advisors may serve the middle class, but don’t bring the right mindset to the table/but charge exorbitant fees.

In contrast, we’re laser-focused on helping middle and upper-class professionals optimize their finances and facilitate the life of their dreams/choosing.

2) Your Goals Are Our Goals

As a fiduciary, our only objective is to do what’s best for our clients.

We do not receive commissions from financial third parties, so you can sleep soundly at night knowing that your interests are our only interests.

Most advisors are not fiduciaries. In 2015, a government study estimated that backdoor payments and hidden fees lead to $17 billion of losses every year for middle class families.

Since we have no conflicts of interest, we’re able to craft your plan with the best options available in the market.

3) Strong Credentials

You’ll work with a dedicated CERTIFIED FINANCIAL PLANNER™ professional or Accredited Financial Counselor®.

Our investment team has the Chartered Financial Analyst (CFA®) designation – one of the highest distinctions in the investment management profession.

Our investment team’s ear is close to the ground. Our two partners manage a family foundation and a multi-billion dollar pension fund, and meet with investment analysts across the nation regularly. We bring this insight and Wall Street knowledge directly to you.

little girl holding a stuffed bear being held by dad contemplating financial future

4) We Meet You Where You Are

You don’t have to worry about how much you’ve saved or any past mistakes.

We’ll get you on a path to greater wealth, regardless of your personal finance history. And trust us, after working with hundreds of clients, we can confidently tell you: There’s always something to be done to put you on a better path to wealth.

5) Access To Our Super Network

We started our business out of our nation’s capital, so for those clients in DC, Maryland, and Virginia, we have a vast network of excellent professionals in the area.

Need a trust-worthy realtor and lender? We’ll connect you to one we’ve vetted and would personally use. In our Rolodex: CPAs, estate planning attorneys, property manager, mover, insurance broker, catering, and more.

6) Common Values

Are you concerned about climate change? We can recommend fossil-fuel free funds for you.

Do you feel called to incorporate social justice in your financial decisions? We can point you towards socially responsible financial vendors.

Why Choose Us

More about District Capital Management

Why Hire An Advisor?

99% of Americans do not have a financial advisor. Are you better off really not having one, or are you missing out?

Our Investment Philosophy

A financial advisor can guide you towards actions that add value, regardless of what the market does.