Local DC Financial Advisors

  • Quantum Financial Advisors, Inc.

    1633 Q Street N.W. Suite 230

    Washington, DC 20009

    P. (202)955-9201

    uantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of

     
  • The Family Firm

    1776 I St., NW 9th Floor

    Washington, DC 20006

    P. (301) 656-3999

    Stacy Bakri is a financial advisor with The Family Firm and is responsible for personal financial planning services for clients. Prior to joining The Family Firm, Stacy worked at Charles Schwab & Co. as an investment consultant. At Schwab, Stacy counse

     
  • Satya Artha Financial Advisor

    2001 S Street NW, Suite 300

    Washington, DC 20009

    P. (202) 386-6224

    When you contact us with your financial planning concerns, we will set up an initial meeting or phone interview to help us understand your financial situation and define your financial goals and objectives. We will provide you with a list of informati