TOP 10 Wealth advisory services in Washington, Virginia

The Independence Wealth Management Group at Morgan Stanley is a prestigious financial institution located in the heart of Washington, D.C. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With our commitment to independence and integrity, we strive to provide our clients with the highest level of service and expertise. Visit us at 1775 I Street Northwest to learn how we can help you secure your financial future.

Wealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

UBS Financial Services Inc. is a leading financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. With a strong reputation for excellence and expertise in the industry, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.

Combs Advisory Services is a leading financial institution located at 1858 Kalorama Road Northwest in Washington, District of Columbia. Specializing in providing expert financial advice and services, Combs Advisory Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Combs Advisory Services is committed to providing top-notch guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial future.

Balfour Hamilton | WEALTH & Assets Marketplace is a finance institution located at 1732 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Specializing in real estate investing and development consulting, Balfour Hamilton LP is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on building long-term relationships, the professionals at Balfour Hamilton offer personalized services to individuals, companies, and families. In addition to providing architectural and engineering services, Balfour Hamilton LP operates a marketplace for buying and selling tangible and intangible assets. Sellers must submit their assets for approval before listing them on the website or other platforms. The firm's programs aim to help clients, families, and businesses achieve capital gains through strategic investment opportunities.

Steward Partners Global Advisory LLC is a leading finance institution located at 1776 I Street Northwest in Washington, District of Columbia, United States. With a focus on providing top-notch financial advisory services, Steward Partners helps clients navigate the complexities of the financial world and achieve their investment goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Steward Partners Global Advisory LLC is committed to helping you secure a prosperous financial future.

Churchill Management Group in Washington DC is a renowned institution offering top-notch financial advisory and wealth management services. Located at 1300 I Street Northwest, our team of experienced financial advisors, led by Jeff Glozer, is dedicated to helping clients achieve their unique financial goals. With a personalized approach to wealth management, retirement planning, and financial advice, we strive to create a secure and prosperous future for our clients. Whether you're looking for comprehensive financial planning or tailored investment strategies, our team is here to assist you every step of the way. Contact us today to schedule an appointment and start planning for a brighter financial future with Churchill Management Group.

Ayesha Yasin - RBC Wealth Management Financial Advisor is a leading financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. As a trusted advisor, Ayesha Yasin provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Ayesha Yasin is committed to helping clients build and preserve their wealth for the future. Contact Ayesha Yasin - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards financial security and success.

Edward Sturtevant - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Edward Sturtevant provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment advisory services, Edward Sturtevant offers expert guidance and support to individuals and businesses looking to secure their financial future. Contact Edward Sturtevant - RBC Wealth Management Financial Advisor today to schedule a consultation and start building a strong financial foundation.

Gregory J. Kight - UBS Financial Services Inc. is a reputable financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Gregory J. Kight - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management, this institution is dedicated to providing top-notch service and expertise to help you secure your financial future.

Christina Parra - UBS Financial Services Inc. is a finance institution located at 1501 K Street Northwest in Washington, D.C. They offer a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement planning services, Christina Parra - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Lynx Investment Advisory LLC is a leading finance institution located at 1100 Connecticut Avenue Northwest in Washington, District of Columbia. Our team of experienced professionals provides expert advice and guidance in investment strategies, financial planning, and wealth management. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, Lynx Investment Advisory LLC is a trusted partner in navigating the complex world of finance.

Potomac Advisory Group is a leading institution located in the heart of Washington, D.C. at 1050 Connecticut Avenue Northwest. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch guidance and support to individuals and businesses alike. With a focus on personalized solutions and strategic planning, Potomac Advisory Group is committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in navigating the complexities of finance and insurance.

Hunt Country Wealth Management, located at 804 Amherst Street in Winchester, Virginia, specializes in providing personalized financial services for individuals aged 50 and above. From retirement planning to investment management, our experienced team is dedicated to helping you confidently achieve your financial goals. Whether you're nearing retirement or still in the prime of your career, we are here to guide you every step of the way. Enroll in our free Retirement Basecamp™ online course to kickstart your journey towards financial security. Our services include Retirement Audit™, Sovereign Series™ Retirement Plan, Guided Investing™, and Hunt Country Hourly Planning™. Contact us today to discuss your unique financial situation and prepare for a secure financial future. Proudly serving the Washington, D.C. Metro Region, Northern Virginia, and the Shenandoah Valley. Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities.

The I Street Group - Morgan Stanley is a prominent finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-tier financial services, The I Street Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The I Street Group - Morgan Stanley is committed to delivering exceptional service and results.

Bill DuBose, CFP ~ Heritage Financial, LLC is a finance institution located at 6803 Whittier Avenue, McLean, Virginia, United States. At Heritage Financial, we work with individuals and families nationwide, providing wealth management and financial planning services. Our team of wealth advisors is not only knowledgeable but also compassionate and attentive, ensuring that your needs and goals are at the forefront of our recommendations. As a Registered Investment Advisory firm based in Gainesville, Virginia, we serve clients in Northern Virginia, Washington, D.C., and surrounding areas. We offer fiduciary guidance, always putting your interests first, and strive to empower you to make informed financial decisions. Contact us for a complimentary introductory conversation to explore how we can assist you in achieving your financial goals. Please note that HF does not provide tax or legal advice, and past performance is not indicative of future results. We are proud to have Certified Financial Planners on our team, demonstrating our commitment to excellence in financial planning.

Clare Advisors is a reputable finance institution located at 200 Massachusetts Avenue Northwest in Washington, District of Columbia, United States. With a team of experienced financial professionals, Clare Advisors provides expert advice and guidance to individuals and businesses seeking to manage their investments, plan for the future, and achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Clare Advisors offers personalized solutions tailored to your specific needs and objectives. Trust Clare Advisors to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Kurt M. Schwartz - Morgan Stanley is a reputable finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong presence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and financial advisory services. Clients can expect personalized financial solutions tailored to their individual needs and goals. The team at Kurt M. Schwartz - Morgan Stanley is dedicated to providing expert guidance and support to help clients achieve their financial objectives.

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.

Patrick W Trainor - Morgan Stanley is a finance institution located at 1775 I Street Northwest in Washington, District of Columbia. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Patrick W Trainor - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Washington to learn more about their services and how they can assist you in managing your finances effectively.

Seneca Group, LLC is a prominent institution located at 410 First Street Southeast in Washington, D.C. They are known for their expertise in real estate development, project management, and advisory services. With a strong track record of successful projects and a commitment to excellence, Seneca Group, LLC is a trusted partner for clients seeking innovative solutions in the development and management of commercial properties. Their team of professionals brings a wealth of experience and industry knowledge to every project, ensuring that clients receive top-notch service and results. Whether it's a new development, renovation, or strategic advisory services, Seneca Group, LLC is dedicated to delivering exceptional outcomes for their clients in the District of Columbia and beyond.

Merrill Lynch Financial Advisor Emily C. Grace is a prestigious finance institution located in the heart of Washington, D.C. With a prime address on 15th Street Northwest, this institution offers top-notch financial advisory services to individuals and businesses alike. Emily C. Grace is a seasoned financial advisor with a wealth of experience and expertise in the industry. Clients can trust Merrill Lynch Financial Advisor Emily C. Grace to provide personalized financial solutions tailored to their unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex investment opportunities, Emily C. Grace and her team are here to help you every step of the way.

Wharf Financial is a leading finance institution located at 639 Water Street Southwest in Washington, DC. We provide a wide range of financial services to individuals and businesses, including investment management, wealth planning, and lending solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Wharf Financial can help you reach your financial objectives.

Merrill Lynch Financial Advisor Sean R Sweeney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is committed to providing exemplary client service, with advisors who have received recognition from various financial industry publications. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. The team helps clients determine their investment style and identify individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources. The team believes in a one-on-one relationship with clients, getting to know them personally and helping them achieve their financial goals.

Merrill Lynch Financial Advisor David Anthony Powell, located at 1152 15th Street Northwest, Washington, DC, is a finance institution with over 25 years of industry experience. David brings a wealth of personal knowledge and shared client experiences to provide understandable and executable financial solutions. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Supported by global resources, David's team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on simplifying wealth management, making the intimidating task of planning for the future an exciting journey for clients. With access to investment insights and banking convenience, the team works with clients to develop strategies tailored to their financial needs. Through conversations and the Investment Personality Assessment, the institution gets to know clients better to customize financial approaches. With tools to track life changes, the institution helps clients stay on track to achieve their goals. David believes in making investment-related decisions that align with clients' meaningful goals, whether it's planning for retirement, saving for a home, or funding education. The institution puts clients first, offering personalized investment strategies and comprehensive financial solutions. David Powell is registered to do business in multiple states and holds certifications in financial planning. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of services, including brokerage and investment advisory, tailored to clients' needs and objectives.

Merrill Lynch Financial Advisor James F O'Sullivan is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. James focuses on delivering a comprehensive approach to managing personal wealth by proactively listening to client needs and intentions. He works closely with clients to ensure their investment strategy is aligned with their desired outcomes. In addition to his financial advisory services, James is an active member of the Federalist Society, the Alexander Hamilton Society, and supports the Center for New American Security. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered around clients' goals and aspirations.

Merrill Lynch Financial Advisor George W. Seals, Jr. is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a wealth of experience and expertise in financial planning and investment strategies, George W. Seals, Jr. provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor George W. Seals, Jr. is dedicated to providing top-notch guidance and support.

Merrill Lynch Financial Advisor Engida Sewnet, located at 1152 15th Street Northwest, Washington, D.C., is a dedicated Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Engida works closely with individuals and families to understand their financial goals and provides personalized financial planning services. With a background in private banking and investment advisory, Engida brings a wealth of experience and expertise to help clients achieve their financial objectives. Engida's approach is centered on attentive listening, responsive action, and personalized service. He collaborates with a team of specialists to tailor financial strategies that align with each client's unique circumstances and priorities. Engida holds Series 7, 65, and 63 FINRA registrations and is committed to helping clients make informed investment decisions to reach their financial goals.

Marcum LLP is a leading accounting and finance institution located at 1899 L Street Northwest in Washington, District of Columbia. With a strong reputation for providing top-notch financial services, Marcum LLP offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, audits, or financial consulting, Marcum LLP is committed to providing expert guidance and personalized service to meet your needs.

Millennium Strategic Investments is a real estate agency located at 10045 Esteppe Drive in Manassas, Virginia, United States. We are your trusted real estate investment partners in the Washington, DC area, specializing in lucrative real estate acquisitions. Our team is committed to identifying and implementing strategies that result in above-average returns for our investors. We work closely with investors to maximize their returns by leveraging our expertise and insight in the region. Whether you are looking to buy, sell, or invest in real estate, we are here to help you meet your financial objectives. Our experienced team can assist you with evaluating properties, establishing investment goals, and managing your real estate portfolio.