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TOP 30 Investment advisor best practices in Washington, VA
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Investment Adviser Association
The Investment Adviser Association, located at 818 Connecticut Avenue Northwest in Washington, D.C., is a leading finance institution dedicated to providing expert guidance and advice to individuals and organizations seeking to make informed investment decisions. With a team of experienced professionals and a commitment to upholding the highest standards of integrity and professionalism, the Investment Adviser Association is a trusted resource for those looking to navigate the complex world of finance with confidence. Whether you are a seasoned investor or just starting out, the IAA is here to help you achieve your financial goals.
Goodwin Procter Washington D.C.
Goodwin Procter Washington D.C. is a reputable institution located in the vibrant Dupont Circle area of Washington, District of Columbia. Established in 1994 and recently relocated in 2019, our office serves clients across various industries including healthcare, life sciences, private equity, intellectual property, real estate, technology, financial services, and investment funds. Our office is known for its global expertise in private equity and funds, as well as representing financial institutions and FinTech companies in litigation, enforcement, regulatory, and supervisory matters. We also have a strong appellate practice with notable successes in the US Supreme Court. Our intellectual-property team handles cases before the Federal Circuit and International Trade Commission.
Raffa Investment Advisers
Raffa Investment Advisers is a finance institution located at 1899 L Street Northwest, Washington, District of Columbia, United States. Specializing in serving nonprofits and associations, Raffa's team of qualified advisors align investment strategies with mission goals. With over five years of experience, they provide education and guidance to boards and finance committees. Clients praise Raffa for their outstanding communication, responsiveness, and high-quality reporting. The Human Services Center has trusted Raffa Investment Advisers with their assets since 2017, highlighting the team's exceptional communication and personalized approach. Other clients have been with Raffa for over ten years, praising their knowledge, responsiveness, and guidance through retirement planning and investment strategies. Raffa's annual Study on Nonprofit Investing (SONI) provides valuable data on nonprofit investment practices.
Merrill Lynch Financial Advisor Jerry Britton
Merrill Lynch Financial Advisor Jerry Britton, located at 1152 15th Street Northwest in Washington, D.C., is a renowned finance institution known for its synergy of skillsets and decades of wealth management experience. Recognized in Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024, the institution prides itself on providing customized retirement and investment planning, risk management, wealth planning strategies, legacy planning, and estate planning services. With a diverse clientele including successful individuals, families, non-profit organizations, and corporate entities, the team at Boyd Britton and Pope Wealth Management offers a rich repository of knowledge and best practices to help clients achieve their financial goals. Through a goals-based approach, the advisors at Boyd Britton and Pope Wealth Management prioritize understanding their clients' unique needs and values to create personalized financial strategies that align with their long-term objectives. With a focus on building enduring relationships and providing proactive guidance, the team at Boyd Britton and Pope Wealth Management strive to simplify complex financial matters and empower clients to make informed decisions.
Merrill Lynch Financial Advisor Mohanad (Moe) Elhag
Merrill Lynch Financial Advisor Mohanad (Moe) Elhag is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Moe is an accessible, knowledgeable, and experienced senior financial advisor specializing in designing tailored wealth planning strategies and offering investment guidance. With over a decade of experience, he has proven invaluable to doctors, tech professionals, and business owners. Moe is dedicated to building and maintaining strong relationships with his clients, providing personalized financial education and advice aligned with each client's unique needs and goals. He holds an MBA and a BS in Finance from Virginia Commonwealth University. Moe's expertise extends beyond traditional wealth management, including assisting clients with concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Prior to his current role, Moe served as a medical wealth advisor at Truist Wealth, focusing on helping doctors manage personal wealth and address cash flow complexities with running a practice. In addition to his professional pursuits, Moe actively participates in his community by coaching his sons' basketball and soccer teams.
Akin Gump Strauss Hauer & Feld LLP
Akin Gump Strauss Hauer & Feld LLP is a prestigious law firm located at 2001 K Street Northwest in Washington, D.C. With over 270 lawyers and advisors, our D.C. office is the largest within the firm. Our team offers expertise in a variety of industries and practices, including advocacy, regulatory, corporate law, lobbying, and public policy. Clients seek out our D.C. lawyers and advisors for their cutting-edge legal insight and advocacy at the intersection of business, government, and law. Leveraging our deep understanding of economic and political infrastructure, along with high-level government experience, we help clients access the global marketplace and compete on a global scale.
Water Street Partners LLC
Water Street Partners LLC is a finance institution located at 3050 K Street Northwest in Washington, D.C. They are the world's leading advisor on joint ventures (JVs) and partnerships, providing valuable insight and guidance on navigating the complexities of these strategic alliances. With a focus on clean energy partnerships, they help companies make informed decisions about their environmental and social performance. Their team of experts offers practical guidance on structuring JV agreements, negotiating employment agreements, and navigating the complexities of JV transactions. They emphasize the importance of strong governance in JVs to ensure success and mitigate risks for shareholders.
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