Values Added Financial

Washington, DC Financial Services
(202) 599-0915
(202) 599-0915
1323 Shepherd St NW, Washington, DC 20011

1323 Shepherd St NW, Washington, DC 20011

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Photo of Values Added Financial
Photo of Values Added Financial

About the Business

  • Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives.
  • We provide comprehensive financial planning and investment management. All the people involved are LGBTQ+-friendly and the firm is committed to inclusion.

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Publisher Info

  • The firm was founded when Zach left the Consumer Financial Protection Bureau to help clients make smart financial decisions based on their values. Since then the team has grown and now includes Ari Weisbard, Bridget Patel, and Erin McIntosh.
  • (202) 599-0915
  • 1323 Shepherd St NW, Washington, DC 20011
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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