Capitol Financial Consultants, Inc. | Financial Advisor in McLean ,VA

8180 Greensboro Drive, Suite 1150
McLean, VA 22102
Phone: (703) 8212000x212


Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include:

Personal Financial Planning

Investment and Wealth Management

Tax Planning and Preparation

Risk Management

Retirement Planning

Education Funding

Estate Planning

Business Planning and Services

12 Years of Experience

General Information
Firm Start Year:   1988
No.of Employees:   5-9
Name of Broker/Dealer:   Capitol Securities Management Inc.
Name of Custodial Firm:   Pershing LLC
States Licensed in:   Virginia, Maryland, Washington DC, New Jersey
Number of Years with Current Firm:   0
I work with the following types of clients:   Individual Investors , Businesses

Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At my office , At your office , Via phone

Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , HMO , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information
Assets Managed by Firm:   $125,000,000

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee , Based on Assets


Jeffrey Lippman

Jeffrey Lippman


Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 7:00 PM
Fri. 9:00 AM - 7:00 PM