Why District Capital

1) Focus On Professionals In Their 30s and 40s

We are laser-focused on helping professionals in their 30s and 40s optimize their finances and facilitate the life of their dreams/choosing. 

We believe money is a tool to help you live your best life. Our financial planning strategies focus on what’s important in your 30s and 40s to maximize your money now and for your future. If you are motivated to achieve your dreams, we want to help you. 

professional financial advisor
Financial Goals

2) Your Goals Are Our Goals

As fiduciary financial planners, 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. 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. In 2015, a government study estimated that backdoor payments and hidden fees lead to $17 billion of losses every year for middle class families.

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.

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.

Certified Financial Planner
College Savings Plan

4) 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.

5) Transparent Fee-Only Pricing

We are a fee-only financial planning firm. 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.

As a fee-only financial planner who has sworn a fiduciary oath, we will provide you with full transparency and act in your best interest.

Fee Only Financial Planner
Fossil-fuel free funds

6) Common Values

What are you passionate about? We want to understand what is important to you and what your values are. 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. Your values are important to us.

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. 

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Holistic Financial Planning

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