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Alvin Carlos (CFA, CFP®)

Alvin Carlos focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Entrepreneurs
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials

Planning Specialties

We help professionals and entrepreneurs in their 30s and 40s in Washington DC, Maryland & Virginia. We help clients develop a plan to:

  1. Create and stick to a savings and spending plan to reach their goals;

  2. Retire early;

  3. Invest 401(k) and IRAs properly;

  4. Lower their tax bill;

  5. Be debt-free faster;

  6. Grow their wealth;

  7. Help fund their children's college education; and

  8. Feel more confident about their money.

We are fee-only financial planners and uphold fiduciary oaths to act in the best interest of our clients. Our fees are transparent and we do not earn commissions. We respond rapidly to client inquiries and we are educators at heart. We will explain skillfully and patiently the reasons behind our recommendations.

Additional Information

Hi, I'm Alvin,

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

Life in your 30s and 40s can be overwhelming. You may be balancing multiple high-stress jobs, managing a mortgage, paying off student loans, trying to save for your child’s education, and perhaps even starting a new business. With all these demands, it’s tough to find the time—let alone the desire—to dive into the complexities of investments, taxes, retirement planning, and which accounts to use to optimize your finances. Your focus should be on what you love, not deciphering financial jargon.

That’s where I come in. I’m here to help you maximize your finances so you can retire by 55 and live the life you’ve always envisioned. As a CERTIFIED FINANCIAL PLANNER™ and CFA® charterholder, my approach goes beyond just providing a financial plan; I partner with my clients through life’s ups and downs, offering personalized guidance and unwavering support.

I’m an active member of the XY Planning Network, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). My insights have been featured in leading publications such as The New York Times, Forbes, Business Insider, Time, and Yahoo! Finance. I also hold an MA in International Relations from Johns Hopkins University.

I also serve as Coaching Chair for Entrepreneurly, a non-profit supporting small business owners in DC. In my free time, I enjoy hiking, swing dancing, and playing pickleball.

NAPFA Start Date

July 05, 2017

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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.
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Visit Website Download vCard
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.

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This Office

4301 50th St NW Ste 300 # 2030 Washington, DC 20016-4395 Phone: (571) 210-2121
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