Washingtonian magazine has named Egan, Berger & Weiner, LLC one of the 376 top financial advisers, estate attorneys, insurance agents, and financial planning firms in the Washington, DC, metropolitan area.
Editors compiled the list based on a survey sent to the top financial professionals in the DC area asking: Whom would you trust with your own money? (See more below.)
“If you want financial advice and have a fairly simple life — if you’re single or rent, for example — it’s usually enough to pay an adviser by the hour, once every year or two, to map out a plan,” explain Washingtonian editors. “But if your financial situation is more complex, it may make sense to pay an adviser a flat fee, or a percentage of assets, and be able to call with questions anytime.”
Charging flat fees for some services, such as mutual funds, is what landed two of the CERTIFIED FINANCIAL PLANNER professionals at Egan, Berger & Weiner on the list.
- Founding partner Michael P. Egan, CFP® focuses on getting Baby Boomers to and through retirement. Minimum: $500,000.
- Howard Pressman, CFP® focuses on helping Gen X and Millennials plan ahead for their financial futures. Minimum: $100,000.
“At Egan, Berger & Weiner, LLC, the goal we target is uniquely that of our clients, while the strategies are uniquely ours,” says Egan, who has more than 21 years of experience in the financial services industry and was the 2012 recipient of Advisory Elite Status from ING Financial Partners. “We pride ourselves on providing financial advice for clients seeking honesty, integrity, and guidance in their journey through life, using a six-step financial planning process.”
Pressman adds: “I am thrilled to receive this honor, and I look forward to continuing to serve my clients to the best of my ability.”
How Washingtonian magazine came up with the list of “Top Money Advisers 2014”
“To put together this list of top money advisers, we sent surveys to hundreds of financial professionals in the region, asking: Whom would you trust with your own money? We also did our own research, interviewing experts in the field and consulting industry publications. The people named [on the list] received the most recommendations from all sources. No list can be comprehensive, and omission from this one doesn’t mean the adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the adviser is right for you. Unless otherwise noted, ‘minimum’ is the minimum investment portfolio handled by an adviser — though some take smaller portfolios from, say, young professionals who have the promise of higher future earnings.” — Sherri Dalphonse, editor
About Egan, Berger & Weiner, LLC
Egan, Berger & Weiner, LLC is an independent financial services firm based in Northern Virginia. Its associates have decades of experience helping clients plan ahead for retirement. Visit EBW’s Financial News for insights on making financial decisions. To learn more about EBW’s financial planning services, visit www.ebwllc.com or call EBW at 703-506-0030.
Pictured above are (seated, from left): Michael P. Egan, CFP®, financial planner/partner; and Sheldon L. Weiner, LUTCF, financial adviser/partner. Standing (from left) are: Carmen Wu, CRPC®, financial adviser; Bryan D. Beatty, CFP®, AIF®, financial planner/partner; Howard Pressman, CFP® financial planner; and David F. Beck, insurance/partner.
Securities and Investment Advisory Services offered through Voya Financial Advisors, member SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors.