Michael Battaglia, CFP®, CIMA®

Senior Lead Advisor | Washington, D.C., Boston, Tampa, Philadelphia | 703.682.1461

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.

Articles by Michael Battaglia, CFP®, CIMA®

Financial Planning for Equity Partners