Financial Advisors for Business Executives in District of Columbia
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Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
Ryan Johnson, CFP®, BFA™
11 Client Reviews
"Our experience working with Ryan since early 2024 has been fantastic. Every meeting we have is filled with incredible insights, and we always leave knowing he really gets us and that we are on the right path.
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Purpose Financial Planning
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
Showing 1 - 9 of 9 results
FrequentlyAsked Questions
Do business executives need a financial advisor?
Yes. Executives often have equity compensation, RSUs, deferred income, and concentrated stock exposure. A specialized advisor can help manage these complexities, reduce tax liability, and create a long-term wealth plan.
How do I find a financial advisor who understands executive compensation?
Look for a fee-only fiduciary with experience in executive planning. Search through NAPFA, the CFP Board, or platforms like Sam’s List, and ask questions about their experience with ISOs, RSUs, and AMT planning.
What services should a financial advisor offer business executives?
Equity comp planning (RSUs, stock options) Tax optimization (including AMT and deferred comp)
Diversification from concentrated stock
Retirement, estate, and risk planning
Succession and legacy planning
Diversification from concentrated stock
Retirement, estate, and risk planning
Succession and legacy planning
What credentials should I look for in a financial advisor?
CFP® (Certified Financial Planner) CFA (Chartered Financial Analyst)
CPA/PFS (Personal Financial Specialist)
Also confirm they’re fee-only and act as a fiduciary.
CPA/PFS (Personal Financial Specialist)
Also confirm they’re fee-only and act as a fiduciary.
Why Business Executives Need a Specialized Financial Advisor
Business executives have complex financial needs—stock options, RSUs, deferred comp, and higher tax exposure. That’s why it’s critical to work with a financial advisor who specializes in executive compensation, tax planning, and long-term wealth strategies.
These advisors help with:
Equity comp planning (ISOs, NSOs, RSUs)
10b5-1 plans and Rule 144
Deferred compensation and SERPs
Diversifying concentrated stock positions
High-income tax strategies
Executive retirement planning
The right advisor helps you manage risk, minimize taxes, and build wealth beyond your W-2.
These advisors help with:
Equity comp planning (ISOs, NSOs, RSUs)
10b5-1 plans and Rule 144
Deferred compensation and SERPs
Diversifying concentrated stock positions
High-income tax strategies
Executive retirement planning
The right advisor helps you manage risk, minimize taxes, and build wealth beyond your W-2.
Not sure who’s right for you as a business executive? Answer a few quick questions, and we’ll introduce you to someone who fits.
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