Divergent Planning is a fee-only Registered Investment Advisor in Bethesda, MD, and Tysons, VA, helping clients navigate the financial intricacies of their success. The firm specializes in providing financial planning and investment management to mid-career professionals, pre-retirees, and federal government employees.

Partners is a fee-only, independent Registered Investment Advisor that works to provide clients with personalised financial advice and

Our firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, processes and fees. Our experienced team of advisors are available to answer any questions and provide tailored financial advice

James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403( complete honesty.James has extensive experience in the financial industry, including being a CPA, MBA, Real Estate