Michael Battaglia

Michael Battaglia, CFP®, CIMA®

Lead Advisor

Washington, D.C. Office

Phone: 703.682.1461

LinkedIn Profile

How do I help our clients live a richer life?
I serve as the Personal CFO for a select number of successful families. We use a consultative process to identify where they are now, where they want to go, and any gaps to getting there. We help our clients enhance their existing wealth, mitigate taxes, prepare for passing assets to their heirs, protecting those assets, and giving to charitable causes. Coordinating these efforts allows our clients to spend more time doing the things they enjoy most.

How do I spend my time outside of Brighton Jones?
I spend most of my time outside of work doing activities with my wife, Jill, and my son, Ryan. We love to travel and spend time at the beach and pool. When I’m not with my family, I enjoy reading, coaching youth sports, golf, basketball, and surfing. I volunteer my time as a mentor to underprivileged youth and also to University of Maryland business students who are interested in pursuing a career in wealth management.

New on Our Blog


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this blog serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones LLC.

To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Brighton Jones LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Brighton Jones is not affiliated with Facebook, Twitter, LinkedIn, Google+, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media and it is important to familiarize yourself with their respective privacy and security policies.

Pin It on Pinterest