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Best Financial Advisors in Washington, D.C.
Financial Planners in Washington, D.C. Area
The Washington, DC region is more than the nation’s capital — it’s a hub where policy, business, and community interests intersect. With such a complex and fast-moving economy, financial advisors and planners play a critical role. They help individuals, families, and organizations balance near-term needs with long-term financial security, while navigating unique local challenges such as federal employment benefits, cost-of-living considerations, and generational wealth transfer.
At Digital Reference, we shine a light on professionals who don’t just do the job, but excel at it. Our curated list of financial advisors is based on extensive research, peer recognition, career achievements, and demonstrated local impact. These are the people shaping the region’s financial future — from solo practitioners to leaders at established firms.
Methodology: How We Chose These Washington, DC – Based Financial Advisors
🔎 Research-driven: Verified professional credentials (CFP®, CFA®, CPA), proven track records, and evidence-based planning strategies
📊 Client-reviewed: Authentic testimonials, satisfaction ratings, and long-term financial outcomes from diverse clients
🏆 Industry-recognized: Awards, media contributions, and leadership roles within the financial planning community
🏛️ Location-based: Advisors rooted in the Washington, D.C. metro area, with expertise in serving government employees, professionals, and businesses in the region
Note: The advisors featured here distinguish themselves through integrity, expertise, and a strong commitment to helping Washington, DC-area clients achieve clarity and confidence in their financial futures.
🌟 Meet the Featured Financial Advisors in Washington, DC
♦️Jedidiah Collins
Founder & CEO at Money Vehicle, Money Coach
Jedidiah Collins brings a unique career journey to the table, having transitioned from professional sports to financial planning. His work today focuses on financial education and empowerment, ensuring that clients not only grow wealth but also understand how to sustain it.
Why he stands out
🔹 Known nationally as an advocate for financial literacy
✨ Uses approachable methods to teach complex money topics
📌 Inspires clients to think long-term about both wealth and purpose
♦️Blake Barr, CFP®
Vice President & Financial Advisor at Wealthspire Advisors
🔗 LinkedIn
Blake Barr has built a strong reputation for guiding clients through comprehensive retirement planning and wealth management. With a client-focused approach, he helps individuals and families navigate complex financial decisions with clarity and confidence.
Why he stands out
🔹 Known for developing personalized strategies that align with clients’ long-term goals
✨ Combines technical expertise with approachable, practical advice
📌 Advocates for financial literacy and education in the Seattle community
♦️Julie Steppan
Chartered Retirement Planning Counselor & Financial Advisor at BOSS
With her Chartered Retirement Planning Counselor designation, Julie Steppan specializes in retirement strategies and income planning. Her work is rooted in ensuring clients are well-prepared for life after work.
Why she stands out
🔹 Expert in retirement income planning and wealth preservation
✨ Trusted by clients navigating complex retirement benefits in DC
📌 Strong advocate for proactive planning and financial readiness
♦️Thor McIlrath
Managing Partner & co-Founder at McIlrath & Eck, LLC, Certified Financial Planner & Financial Advisor
Thor McIlrath is a CFP professional whose practice emphasizes both detail and big-picture vision. He works to ensure clients have peace of mind in their financial strategies while keeping them aligned with long-term goals.
Why he stands out
🔹 Skilled in financial modeling and scenario planning
✨ Respected for his balance of technical skill and personal connection
📌 Active participant in local professional networks
♦️Paula Pass
President + CEO at Arka̅gos Advisors Inc., Certified Financial Planner & Financial Advisor
Paula Pass, a CFP professional, has developed a strong reputation for her compassionate, client-centered planning. She ensures every plan is tailored to reflect individual goals and values.
Why she stands out
🔹 Known for her holistic approach to wealth management
✨ Dedicated to empowering women in finance
📌 Active voice in Washington, DC’s professional community
♦️Will Ransom
Certified Financial Planner, Financial Advisor, Paraplanner at ClearView Wealth Advisors
Will Ransom, a Certified Financial Planner, works with individuals and families to align financial planning with personal aspirations. His approachable, detail-driven process ensures clients feel supported every step of the way.
Why he stands out
🔹 Trusted for his ability to explain complex concepts clearly
✨ Focused on building confidence in younger professionals
📌 Advocates for bridging generational wealth gaps
♦️Genti Cici
Founder at StandUP Advisors, Certified Financial Planner & Financial Advisor
Genti Cici, a CFP and MBA, leverages his academic and professional background to deliver high-impact financial strategies. His work is rooted in providing clients with sustainable growth paths.
Why he stands out
🔹 Strong combination of technical training and practical advising
✨ Focuses on long-term, sustainable planning
📌 Recognized for his educational contributions to financial literacy
♦️Joe Gallagher
Owner & Financial Advisor at Advocate Investing Services
Joe Gallagher is a dedicated advisor who emphasizes personalized, relationship-driven planning. He ensures clients feel supported as they navigate both opportunities and challenges.
Why he stands out
🔹 Builds strong relationships that last for decades
✨ Recognized for his approachable, transparent style
📌 Advocate for planning that adapts to life’s changes
Building Financial Confidence Across Washington, DC
The financial advisors and planners highlighted here represent the best of Washington, DC’s professional community—leaders who combine technical skill with a people-first approach. From championing financial literacy to guiding families through life’s biggest transitions, these advisors are not just managing wealth, but actively shaping stronger, more resilient communities.
What makes Washington, DC’s financial professionals unique is their ability to balance rigor with empathy. Whether it’s helping young professionals establish financial independence, supporting families through retirement planning, or guiding business owners with tailored strategies, their work strengthens both individual confidence and the broader economic landscape of the region.
At Digital Reference, we are proud to spotlight advisors who embody transparency, expertise, and authentic client care. Our mission is to connect people with the professionals who can truly make a difference in their financial lives.
👉 Explore more:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Together, let’s continue building financial clarity, trust, and opportunity for the people and organizations of Washington, D.C.. Find out more in Digital Reference.
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