Lodestar Financial Management is a comprehensive financial planning firm serving professionals in the Washington, DC metro area.


Why Lodestar?

  • Independent: I work for you. Only you. Not a Wall Street bank or its shareholders. Your interests always come first.
  • A flat fee. The most transparent, conflict free fee structure.
  • Value. A business model focused on creating value for you.
  • Advice. I do not sell financial products or receive commissions.
  • Comprehensive Planning: Investments, Tax, Insurance, Estate, Liability and General Financial Advice
  • Step-by-step implementation. Each phase is broken down into manageable steps.


What you can expect from Lodestar Financial Management:

Straight talk. As investors we are often our own worst enemies. You may not always like it, but you will always hear the truth from me. I want what is best for you.

All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”

Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me as often as is necessary to help you accomplish your financial goals.

Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?

A relationship . . . with a person! We will spend lots of time together. The more I know about you, the more value I can add, the better I can anticipate potential threats to your plan, and the better I can translate your personal values into dollars.