Washington, D.C. Wealth Management

Washington, D.C.

1676 International Drive
Suite 640
McLean, VA 22102
Phone: 703.682.1470
Fax: 571.222.1000

Get in touch

Our Washington DC Metro area wealth management team in Mclean, VA can work with you to create a personalized financial plan designed for your big picture. We serve as financial advisors in the DMV and more broadly across the mid-Atlantic states. Our office in Tysons Corner is conveniently located for clients residing in surrounding areas such as: Alexandria; Arlington; Ashburn; Chevy Chase; Fairfax; Herndon; McLean; Reston; Rockville; Silver Spring; Springfield.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations such as Kid Power. 

We look forward to talking to you about becoming your Washington DC financial advisors.

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Meet your Washington, D.C. wealth management team

As an advisor, my goal in helping clients is to make sure that they feel heard. By doing s...

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Chris Hoffa, CFP®, CPA

Advisor

I help clients live a richer life by working to provide them with peace of mind

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Connor Upham

Associate Advisor

Deja Dowell

Associate Advisor

I strive to make a positive impact by establishing genuine connections with our clients an...

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Hannah Yi

Senior Client Administrator

I help our clients live a richer life by building strong connections, ensuring their needs...

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Jacob Siuta, CFP®

Associate Advisor

I strive to build strong and genuine relationships with our clients in order to assure the...

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Jennifer Mejia

Senior Client Administrator

As a lead advisor in our Washington, D.C. office, I help to service our clients on the Eas...

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Jesica Ray, CFP®, CDFA®

Lead Advisor

I work as my client’s Personal CFO to help them understand their current and future financ...

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Jimmy MacDonell, CFP®, CPA

Lead Advisor

Lauren Mercer serves as an advisor in Brighton Jones' Washington, D.C. office.

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Lauren Mercer, CFP®

Lead Advisor

I help our clients live a richer life by providing a worry-free tax planning and complianc...

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Lynne Yu, CPA

Tax Lead Advisor

I help clients live a richer life by giving them the peace of mind to focus on the present...

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Madison Glass, CFP®

Advisor | Executive Assistant

I help client's live a richer life by leveraging a passion for helping others and a passio...

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Mark Frenzel-Sulyok

Associate Advisor

I help clients live a richer life by combining my interest in personal finance with a serv...

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Matt James

Associate Advisor

As a Business Development Specialist, I help our clients live a richer life by understandi...

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Matthew McKenney

Business Development Specialist

I serve as the Personal CFO for a select number of successful families. We use a consultat...

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Michael Battaglia, CFP®

Senior Lead Advisor

I am dedicated to steering them towards their financial goals

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Michael Stevens

Associate Advisor

I am passionate about providing a plan with your family and personal goals as the drivers ...

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Morgan Everett, CFP®

Associate Advisor

I aim to guide clients in every aspect of their lives, helping them to achieve their goals...

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Sam Murphy

Associate Advisor

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Director of Real Estate Group

Talk to a Washington, D.C., financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client