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a full-service financial firm

Committed To Helping People Pursue Their Financial Goals

About Our Washington, D.C. Financial Planner

We are a full-service financial firm committed to helping people pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER™ operating in a fiduciary* capacity, we put our clients' interests first, always.

Want high-level or detailed advice for changing life circumstances? We have you covered. We offer a wide range of financial products and services to individuals and business owners, which we believe will better enable you to:

  • Clearly define your financial goals
  • Equip you with sound information
  • Make tangible decisions to improve financial confidence

*In advisory relationships


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Our First Priority is You

Our First Priority is You

As a independent advisor, Jeff offers personalized advice that works with your assets, your comfort level, and your life circumstance.

We believe in responsible and realistic planning and investment. Whether it be navigating college debt or optimizing your 401K, we are here to be your ongoing financial partner.

Federal Employees<br/>

Federal Employees

Busy civil service employee? Chat with us to see how we can help you organize your personal finances, create a savings plan, etc.

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Pre-Retirees

Pre-Retirees

Years of experience have prepared us to guide you through your life transitions. Learn retirement strategies and investment solutions.

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Retirees

Retirees

Let us protect your financial life as you enter your golden years.

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Ready to chat? Schedule an initial complimentary consultation with us by sending an email below or using the Blue booking widget on the lower right of the screen.

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