Altius Financial Advisors

Recommendations and reviews from 1 person

• Referral from November 25, 2018
  

  Dc20032018 asked:

  Recommendation for a financial planner for a middle class 32 year old I need assistance in figuring out how to plan for retirement and whether I should continue with a 401k, switch to 403b, etc. and within that, how to decide how to select my contributions. I’ve tried to figure this out on my own but I am horrible with math and I’m just not getting it. Per the title above, can someone recommend a financial planner with an hourly fee that can help me figure out a plan? Willing to drive anywhere the dc area.

  

  bomdingargod replied:

  Try Mehmood Nathani at Altius Financial (altiusfin.com). They will do either a complete financial plan or hourly work on specific issues you want to work on. Very nice guy, and he is a fee-only planner who doesn't get any commissions on anything he recommends to you, so there is never a conflict of interest. They're in Bethesda.

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