LP Directory

Modera is a fee-only financial planning and consulting firm that offers investment management, estate planning, risk management, tax strategy, retirement planning. The firm has billions in assets under management and serves both individuals and high-net-worth individuals. They also work with institutional clients, including pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and other corporations1.

West Financial Services is a wealth manager based in McLean, US. Founded in 1982. Reported AUM: $1.9B.

Chain Bridge Bank is a wealth manager based in McLean, US. Founded in 2007. Reported AUM: $1.2B.

Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money. Gordon Bernhardt and our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.

Harbour Capital Advisors is a multi-family office based in Tysons, Virginia. Established in 2011, it is owned by Harbour Lights Holding Company, Inc. and provides investment advisory and management services including strategic and tactical investment planning, asset allocation and diversification planning, investment & risk management services, and wealth planning services including tax, estate, trust, and charitable planning, financial and cash flow planning and business succession and other exit strategy planning services. A fee-only advisor and fiduciary with $400 million in assets under management, Harbour Capital Advisors executes investment and planning ideas nimbly and efficiently and delivers unbiased, objective wealth management advice and services. Simply put, we sit on the same side of the table as our clients.