Broker Check

Additional Disclosures


To arrive at the names of the area’s top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. Hopwood Financial Services participates in such options.