Jeffrey Lippman, ChFC®, CFP®
Capitol Financial Consultants, Inc.

Tel: 703-821-2000
8180 Greensboro Drive, Suite 1150
McLean, VA 22102

About Capitol Financial Consultants, Inc.

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

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General Information

Firm Start Year:   1988
No.of Employees:   2-4
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Virginia
Number of Years with Current Firm:   10
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Insurance Products & Annuities, Money Management


Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Office, Video Conference

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:   $200,000,000.

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000

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Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 7:00 PM

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