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DiMeo Schneider & Associates, L.L.C.

1430 Spring Hill Road #320
Mclean, VA 22102

Phone: View Phone Number703-720-5990
Fax: View Fax Number703-720-5998
At DiMeo Schneider & Associates, L.L.C., we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of nonprofit organizations. We strive to help you reduce risks, improve returns, lower expenses, strengthen...more>

Campion Asset Management LLC

8381 Old Courthouse Road
Suite 350
Vienna, VA 22182

Phone: View Phone Number703-848-0344
Campion Asset Management is a boutique registered investment advisory firm that serves tax-exempt organizations. As a fiduciary, we provide independent and objective advice, investment professionalism, outstanding client service and competitive...more>

UBS Institutional Consulting

7700 Wisconsin Ave, Suite 300
Bethesda, MD 20814

Phone: View Phone Number301-718-4792
Since 2002, The Sardana Group’s exclusive focus has been on serving the unique investment needs of foundations, endowments, associations and other non-profit organizations. Our Investment...more>
Premier Listings

Graystone Consulting

1850 K Street, NW Suite 900
Washington, DC 20006

Phone: View Phone Number202-861-5003
Fax: View Fax Number202-470-5507
Graystone Consulting, a business of Morgan Stanley LLC, provides a range of investment consulting services to clients including non profit associations, foundations & endowments, retirement plans, pension plans, & family wealth offices....more>

Dembo Jones, P.C

6010 Executive Blvd
Suite 900
Rockville, MD 20852

Phone: View Phone Number301-770-5100
Fax: View Fax Number301-770-5202

Signature Federal Credit Union

12 Herbert Street
Alexandria, VA 22305

Phone: View Phone Number703-683-7300
Fax: View Fax Number703-683-1573
Membership is important to all of us, and the more benefits you offer the greater chance you have of keeping your members and getting new ones. Signature FCU partners with associations to offer credit union membership to your members or customers at...more>

ORION Investment Advisors (See DiMeo Schneider & Associates)

1430 Spring Hill Road #320
Mclean, VA 22102

Phone: View Phone Number703-720-5990
Fax: View Fax Number703-720-5998
At DiMeo Schneider & Associates, L.L.C., we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of nonprofit organizations. We strive to help you reduce risks, improve returns, lower expenses, strengthen...more>

James M. Connelly, Summit Commercial Real Estate & Director of Assoc. Services

1990 M Northwest St 600
Washington, DC 200036

Phone: View Phone Number202-491-5300
Fax: View Fax Number202-682-9117
MOVING, RENEWING, OR LEASING OFFICE SPACE? Confidential Tenant Representation Full Analysis of Options No Cost to Client (Landlord Pays Broker Fees) 20+ Years'...more>

CliftonLarsonAllen LLP

901 North Glebe Road #200
Arlington, VA 22203

Phone: View Phone Number571-227-9500

CLA is one of very few firms of our size and scope to focus on serving associations and their related organizations.  You can depend on CLA for several uncommon advantages:  Specialized industry practices - Our...more>

Oppenheimer & Co

5301 Wisconsin Ave., NW
Suite 300
Washington, DC 20015

Phone: View Phone Number202-261-0769
As a leading investment bank and full-service investment firm, we are dedicated to providing independent financial advice, a full spectrum of traditional and nontraditional products and solutions with responsive client service to...more>

Thompson Greenspon

4035 Ridge Top Rd #700
Fairfax, VA 22030

Phone: View Phone Number703-385-8888
Fax: View Fax Number703-385-3940
Running an organization successfully is a challenge. Knowledge, skill, hard work, and more than traditional accounting are required. Our clients expect us to take their business as seriously as they do and expect our guidance in implementing plans...more>

ASAE Retirement Trust

1575 I Street, NW
Washington, DC 20005

Phone: View Phone Number202-626-2839

An innovative new retirement plan choice created by associations, for associations. Through the ASAE Retirement Trust, organizations can address two pressing talent management challenges: financial retirement readiness among current staff and...more>

RBC Wealth Management- The Etergino Group

5425 Wisconsin Ave
Suite 301
Chevy Chase, MD 20815

Phone: View Phone Number301-907-2772
The Etergino Group at RBC Wealth Management has a well-earned reputation of delivering insightful advice to help not-for-profit organizations preserve and grow their assets. Our disciplined consulting process, based upon fiduciary best practices,...more>

EagleBank

2001 K St NW
Washington, DC 20006

Phone: View Phone Number202-481-7017
EagleBank is a local community bank founded in 1998, with over 20 branches in the Washington, DC area.  A solid reputation for superior service and quick response from local management, and a robust Non-Profit Division, led by John Vogt—a...more>

AHT Insurance

20 South King St
Leesburg, VA 20175

Phone: View Phone Number703-554-6262
AHT Insurance is a full-service insurance brokerage and consulting firm offering property and casualty, employee benefits, retirement, private client and international services for clients throughout the United States and 42 other countries....more>
Basic Listings

Bell Advisory Services

1720 Oak Ave #203
Evanston, IL 60201

Phone: View Phone Number(224) 235-3510
 

Bernstein Global Wealth Management

800 Connecticut Ave NW #1100
Washington, DC 20006

Phone: View Phone Number(202) 261-6730
 

BNY Mellon

1250 H Street NW #1100
Washington, DC 20003

 

Chain Bridge Bank

1445-A Laughlin Ave
McLean, VA 22101

Phone: View Phone Number(703) 748-2005
 

McDonnell Capital Management, LLC

14837 Harbor Dr
Oak Forest, IL 60452

Phone: View Phone Number(708) 925-9507
 

Morgan Stanley

702 King Farm Blvd #500
Rockville, MD 20850

Phone: View Phone Number(301) 556-2351
 

Morgan Stanley

1747 Pennsylvania Ave NW #900
Washington, DC 20006

Phone: View Phone Number(202) 778-1588
 

MV Financial

4520 East-West Hwy #400
Bethesda, MD 20814

Phone: View Phone Number(301) 656-6545
 

Pensionmark

13800 Coppermine Rd
Herndon, VA 20171

 

Pensionmark.com

5335 Wisconsin Ave NW #640
Washington, DC 20015

 
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