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 wealth management team in Washington, D.C., can work with you to create a personalized financial plan designed for your big picture. We serve as financial advisors in DC and Virginia. We live by a fiduciary responsibility to put your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

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

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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

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®

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®, CIMA®

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

Lead Advisor, Real Estate Advisory 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