Financial Advisors in Washington D.C.

Cady North, CFP, MBA
North Financial Advisors is a boutique financial planning firm with offices in Washington, DC (Metro Center) and San Diego, CA (Gaslamp) and serving clients virtually in between. We provide fixed fee financial planning advice with no minimums to women and those who are planning to start businesses. We are fee-only which means no product sales or commissions. For comprehensive planning, fill out this form so we can get to know you better. Then we'll reach out to schedule a free 30 minute getting-to-know-you session to see how we can help you sort through your financial goals and provide accountability in achieving them. If you'd rather work on one particular issue, schedule a mini financial planning session to discuss things like buying your first home or sorting through your new employee benefits.
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QFA is a boutique money mangement and financial advisory firm based in our nations capital. We offer retirement, educational and financial planning, cash and money management. We promote financial literacy on a nationwide basis though lunch and learn sessions.... See More

Lynx is an investment consulting firm with over $1.65B in assets under advisement worldwide (3/08). With a $2 MM minimum, our clientele are both institutional & affluent individuals. Our team consists of 16 professionals, holding advanced degrees & CFAs. We are headquartered in DC and have a satellite office in NYC. Lepercq, de Neuflize & Co. Inc. is majority owner. For more information, please contact Michael R. Marsh, Managing Director.... See More