You can print a copy of our current ADV Part II by clicking on the following link:
ADV Part II
We are licensed by the CFP Board of Standards. To find out more about the CFP Board and the CFP designation, go to:
www.cfp.net
We are bound by the CFP Code of Ethics. If you would like to know more, then click here on the following link:
CFP Code of Ethics
We belong to the Financial Planning Association (FPA). To find out more about the FPA, go to:
www.fpanet.org
You can find us among the planners listed on the FPA “Planner Search” database. If you want to search
for a CFP in the area, then go to:
http://www.fpanet.org/plannersearch/search.cfm
We are a Registered Investment Advisor in Maryland, the District of Columbia and Virginia.
If you want to know what to ask us in your initial interview, then use the following links:
Financial Advisor Checklist
Questions
Get started on the right financial road today, contact us or call 202-494-5999 to arrange a personal consultation.