District Capital Management

District Capital Management is an independent, fee-only financial planning firm based in Washington, District of Columbia. The company employs 3 people and generates $2.5 million in annual revenue. District Capital Management specializes in providing financial planning services to professionals and entrepreneurs in their 30s and 40s residing in Washington, D.C., Virginia, and Maryland. Their services encompass a wide range of financial needs, including investment advice for 401(k)s, IRAs, and brokerage accounts, tax planning, retirement planning, insurance, home buying, debt management, college savings, and estate planning. What sets District Capital Management apart is its experienced investment team, featuring two CFA charterholders with a background managing institutional funds. They utilize a modern, user-friendly platform to deliver comprehensive financial plans, and they have extensive experience working with professionals in various industries, enabling them to address a wide range of personal finance challenges. Clients interested in exploring how District Capital Management can help them achieve their financial goals can schedule a complimentary discovery call through their website: districtcapitalmanagement.com/schedule-call/.