Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Location: Washington, DC

Clear All Filters

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

McLean, Richmond, Roanoke, Hunt Valley, Washington, DC, Owings Mills

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Washington, DC

Joseph McCarthy, CFP®, ChFC

Wealth Advisor

Washington, DC, Hunt Valley, McLean, Owings Mills

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Ready to get started?

Let’s Talk

Explore More

Estate Planning

Maryland Estate and Inheritance Tax

July 24, 2026

Women & Wealth

What To Do Before and After a Major Wealth Event

July 22, 2026

Estate Planning

Estate Planning for Blended Families: Key Considerations

July 21, 2026

Continue Browsing

Generational Wealth
LGBTQ+
Widows

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Sharing Knowledge

Explore by Topic

Trending

Explore by Format

Latest