District Capital Management
Financial Services - Washington, DC, US
District Capital Management Employees
District Capital Management Senior Management
District Capital Management Details
District Capital Management is an independent, fee-only financial planning firm. We help professionals and entrepreneurs in their 30s and 40s elevate their finances and maximize their money. We are a virtual firm based in Washington, D.C and we work with people nationwide.We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich. We can give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.Three traits that make us unique:1) Strong investment team2) Majority of our clients are minorities3) Strong credentials.We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors meaning we have an obligation to act in your best interest.We will meet you where you are and help align your money with your values. Want to invest in socially responsible funds, donate to charity, or pay for your child's college education? We can help make that happen.Want a comparison of the top 10 best financial planners in DC? We've done the research, so you don't have to. Read our blog.Schedule a complimentary discovery call to see if District Capital is a good fit for you.
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