Find Help · Washington, DC

Verified financial advisors in
Washington, DC.

Financial Advisors serving Washington, DC. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.

Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.

Counting listings.
5Provider Types

What Washington, DC law says before a provider can do anything

Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.

Cremation waiting periodNo statutory wait
Cremation permitRequired
Death certificate filingWithin 5 days
First certified copy$18
Small estate limit$80,000
Transfer-on-death deedTransfer on death deed
State estate taxYes
Donor registryDC Donor Registry

Verified in Washington, DC so far: 7 financial advisors, 4 funeral homes, 3 grief counselors, 2 hospice & palliative care.

Every figure here comes from MORTL's Washington, DC guide, which cites the statute or the state agency behind it. Read the Washington, DC guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.

If someone has already died, what to do first in Washington, DC is the order to work in. It's free and it always will be.

7 providers

Before a provider is listed, MORTL checks their phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. Provider information can change after listing. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials, pricing, and availability directly before hiring.
◈Financial Advisor
Washington, Washington, DC

Calvert Research And Management

District of Columbia investment management firm offering mutual funds, ETFs, separately managed accounts, and responsible allocation models, including ESG-focused research and indexes, in the Washington area.

◈Financial Advisor
Washington, Washington, DC

F/M Investments LLC

Washington, DC investment advisory firm offering ETFs, separately managed accounts, and mutual funds in the Washington area.

◈Financial Advisor
Washington, Washington, DC

Graham Capital Wealth Management, LLC

Washington, DC financial advisory firm offering retirement planning, investment guidance, Social Security, tax, and legal question consultations in the Washington area.

◈Financial Advisor
Washington, Washington, DC

Invictus Capital Partners

Washington, DC investment management firm offering real estate credit investment, mortgage loan sourcing, and asset management services, including private funds and separately managed accounts, in the Washington area.

◈Financial Advisor
Washington, Washington, DC

Lap Latin American Partners

Washington, DC private equity and mezzanine fund manager offering private equity, private debt, and portfolio management services, including a focus on Latin America investments, in the Washington area.

◈Financial Advisor
Washington, Washington, DC

Lynx Investment Advisory, LLC

Washington, DC investment advisory firm offering asset allocation, manager research, performance reporting, tax planning, OCIO, ESG investing, and financial planning services, including services for non-profits, foundations, endowments, retirement plans, and multi-generational families, in the Washington area.

◈Financial Advisor
Washington, Washington, DC

National Real Estate Advisors

Washington, D.C. investment management firm offering commercial real estate investment portfolio management, including multifamily, data center, office, and healthcare property assets, in the Washington area.

About This Directory

How provider listings work.

Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.

A listing isn’t a recommendation, endorsement, guarantee, or referral.

MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.

Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.

Know Someone Good?

Suggest a provider.

Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.

Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.

Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.

Free. Before listing, we check every suggested provider's phone and address against their own website. Listing in this directory isn’t an endorsement by MORTL.

For Providers

Get listed. Free.

MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.

A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.

Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.

✓Operates in one of our listed provider categories
✓Has a working website that shows your phone and address
✓Transparent about how you work and what you charge

A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.

Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →

Licensing and credential requirements vary by provider type and state. If this doesn’t apply to your category, write "Not applicable."

Free. By submitting, you confirm that the information is accurate. We review all applications before listing. Listing in this directory isn’t an endorsement by MORTL.

Don't see your state?

We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.

Financial Advisors by state

Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.

Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →