Why District Capital

1) We Help Professionals & Entrepreneurs In Their 30s and 40s

We are laser-focused on helping professionals and entrepreneurs in their 30s and 40s maximize their money and facilitate the life of their dreams/choosing. We believe money is a tool to help you live your best life.

A common goal for our clients is to retire by 55 and we are deeply committed to helping you achieve this goal. If you are driven and motivated to turn your dreams into reality, we’re here to provide the guidance and support you need every step of the way.

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Financial Goals

2) Actionable Advice

We promise comprehensive, actionable advice to maximize your money. We will be in your corner as you navigate key life decisions.

3) We Are Fiduciaries

Your goals are our goals. As fiduciary financial planners, our only objective is to do what’s best for you.

We do not receive commissions from financial third parties, so you can sleep soundly at night knowing that your interests are our only interests. When we provide financial advice, we do it because we genuinely believe it’s a good fit for you and your lifestyle.

Most financial advisors are not fiduciaries. We sworn a fiduciary oath to act in your best interest. Since we have no conflicts of interest, we’re able to craft your plan with the best options available in the market.

Fee Only Financial Planner
College Savings Plan

4) 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.

5) We Meet You Where You Are

You don’t have to worry about how much money you’ve saved or any past mistakes. We will listen to you to understand where you are in your financial journey and help you achieve your financial goals. 

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.

Certified Financial Planner
Fossil-fuel free funds

6) Transparent Flat, Fee-Only Pricing

We are fee-only financial planners. We offer comprehensive financial advice and investment management services for a set fee. There are no hidden costs or commissions.

Our fees are very transparent so you know exactly what you are paying. Because we are independent and not tied to a specific financial institution, we can provide a wide array of financial solutions available from the marketplace.

7) Access To Our Super Network

We started our financial planning business out of our nation’s capital, Washington, D.C. We have a vast network of excellent professionals in DC, Maryland and Virginia

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.

While we are based in Washington, D.C, we are a virtual firm and we work with clients nationwide. So even if you reside in other states, we will help you find the best professionals in your area. 

district capital financial planning

Fee-Only

We are flat, fee-only financial planners. Our pricing is transparent and there are no hidden fees. We are never paid any commissions by third parties.

Fiduciary

As fiduciary financial planners, our only objective is to do what’s best for you. We always put your best interests above our own. Our advice is tailored solely to your personal situation.

Independent

We aren't tied to a specific company and we don't receive commissions from financial third parties. You can sleep soundly at night knowing that your interests are our only interests.

Flat, Fee-Only Financial Planning

How Is District Capital Management Different?

Why Choose Us

More about District Capital

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Why Hire A Financial Advisor?

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Investment Philosophy

Our Investment Philosophy

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

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