An unequivocal focus on the fiduciary demands of nonprofits

There are many institutional organizations in Washington, D.C., and there is certainly no shortage of financial advisory firms willing to serve them. The distinction that sets us apart is that we do so under contract, committed to act in your best interest and provide conflict-free strategies. Our objective is to give you the confidence to manage your fiduciary duties, while allowing you to retain the organizational control and engagement you want.

How we operate

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

insights