District Capital Management
District Capital Management is an independent, fee-only financial planning firm. We help professionals in their 30s and 40s maximize their money and retire by 55. We are a virtual firm and we primarily work with clients based in Washington DC, Virginia, and Maryland. Our mission is to provide affordable, best-in-class financial advice. We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house-buying decisions, debt, college savings, and estate planning. How We're Different Focus on professionals in their 30s and 40s: We are laser-focused on helping professionals in their 30s and 40s maximize their money and retire by 55. Comprehensive, actionable advice: Highly personalized financial advice addressing every facet of your financial situation. Transparent fee-only pricing: We do not sell products or get commissions. One-stop shop: We have a network of experts we have vetted. Expert team: You're in highly capable hands with our team of CERTIFIED FINANCIAL PLANNER™ professionals. Investment expertise: We also have two Chartered Financial Analyst® (CFA®) charterholders in our team. Schedule a free discovery call to see if District Capital is a good fit for you. https://districtcapitalmanagement.com/schedule-call/
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Verified contacts
7
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
13K
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AS
Amy Spalding
Financial Planner · Finance & Accounting
EmailPhone - KZ
Kateri Zhu
Financial Advisor · Finance & Accounting
EmailPhone - KW
Kayla Welte
Financial Planner · Finance & Accounting
EmailPhone - AC
Alvin Carlos
Financial Planner & Managing Partner · Finance & Accounting
EmailPhone - AC
Alvin Carlos
Financial Planner & Managing Partner · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at District Capital Management
4 distinct titles indexed · top 4 shown.
- 3financial planner
- 2financial planner & managing partner
- 1digital marketing specialist
- 1financial advisor
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