Our practice specializes in serving lobbyists, attorneys and DC Insiders as well as accomplished professionals without children across the country.


Lobbyists, Attorneys & DC Insiders

As a government relations professional, you shape public policy by providing your clients with strategic counsel, engaging with key policymakers, and implementing sophisticated campaigns. You know how Washington works and how to get things done.

From personal experience as a former Hill staffer, registered lobbyist, and founder of a governmental affairs practice, we understand how demanding and important this work is and how little time you have to manage your own financial affairs.

Our experience in this realm is a boon to hardworking individuals navigating an ever-changing political landscape.

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Professionals without children

The financial goals, challenges, and aspirations of individuals and couples without children often differ significantly from those of families with children. Some key differences include:

  • savings goals
  • insurance needs
  • legacy plans
  • vacation plans
  • overall financial and estate plans

As a highly credentialed financial advisor who chose not to have children, we understand these issues and have spent years helping clients navigate the difficult decisions most financial advisors not only can’t relate to, but don’t even consider. Our unique perspective provides our clients an increased level of confidence in our services. 

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