Planning for Progress

Planning for Progress provides ongoing financial planning and investment management services to socially-conscious and politically progressive clients in the Washington, DC area and nationwide. Our clients include union organizers, social justice advocates, federal employees, religious leaders, and professionals in a wide range of fields who want to align how they think about money with their personal values, all while planning for a sustainable financial future.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

Call for an Appointment Silver Spring, MD 20902 Phone: +1 (301) 202-4699

Primary Office

Call for an Appointment Silver Spring, MD 20902 Phone: +1 (301) 202-4699