Our Thoughts

Jon and Marjorie Ranked Among Area’s Leading Financial Planners

The List is out and once again our own Jon Yankee is the top vote-getter in Washingtonian‘s annual survey of the area’s best financial planners! Pick up your copy for Marjorie’s take on the investing decisions we make that aren’t always rational, Jon’s insight on fiduciary duty to clients, and a list of some of the craziest tax deductions people try to claim.