Explore Financial Advisors Serving Potomac, MD

Lighthouse Financial Planning provides fee-only, fiduciary financial planning and asset management services to help clients achieve financial confidence. Specializing in retirement planning, college savings strategies, and insurance solutions, we serve individuals and families across the Washington, D.C. Metro area. Our commitment to ethical, transparent advisory services ensures clients receive objective guidance aligned with their long-term goals.

Wealthspire Advisors provides holistic financial planning and investment management services, helping clients navigate life transitions, estate planning, and wealth preservation. Founded in 1995, we serve individuals and families with $1 million+ in invested assets, offering fiduciary advice tailored to personal and financial goals. Our team of 380+ professionals combines advanced portfolio technology with personalized strategies to optimize clients' financial futures.