Areas of Focus
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Budgeting
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Family and Money
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Financial Life Planning
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Investing
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Investment Management
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Owning a Business
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Retirement Planning
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Retiring Early (F.I.R.E)
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Saving for College
About Me
Hi, I'm Alvin,
I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.
Life in your 30s and 40s can be overwhelming. You may be balancing multiple high-stress jobs, managing a mortgage, paying off student loans, trying to save for your child’s education, and perhaps even starting a new business. With all these demands, it’s tough to find the time—let alone the desire—to dive into the complexities of investments, taxes, estate planning, and which accounts to use to optimize your finances. Your focus should be on what you love, not deciphering financial jargon.
That’s where I come in. I’m here to help you maximize your finances so you can retire by 55 and live the life you’ve always envisioned. As a CERTIFIED FINANCIAL PLANNER™ and CFA® charter holder, my approach goes beyond just providing a financial plan; I partner with my clients through life’s ups and downs, offering personalized guidance and unwavering support.
I’m an active member of the XY Planning Network, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). My insights have been featured in leading publications such as The New York Times, Forbes, Business Insider, Time, and Yahoo! Finance. I also hold an MA in International Relations from Johns Hopkins University.
I also serve as Treasurer for Lutheran Social Services, a non-profit that supports refugees and immigrants in the U.S. In my free time, I enjoy hiking, swing dancing, and playing pickleball.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
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Chartered Financial Analyst (CFA)
Affiliations
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CFA Institute
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CFP Board
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Fee Only Network
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Financial Planning Association
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
4301 50th St NW Ste 300 # 2030 Washington, DC
Compensation Methods
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Fee Only
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Flat Fee
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute discovery call. During the call, we’ll chat about your goals, questions, and concerns and determine if we can help. The purpose of this call is to get to know you a little better. We're excited to speak with you soon!
Offers Investment Management
Yes
About our Firm
District Capital Management is a fee-only financial planning firm that provides independent, high-quality financial advice to professionals in their 30s & 40s who want to maximize their money and retire by 55.
How We're Different
✅ Focus on professionals in their 30s and 40s: We are laser-focused on helping professionals in their 30s and 40s maximize their money and retire by 55.
✅ Comprehensive, actionable advice: Highly personalized financial advice addressing every facet of your financial situation.
✅ Transparent fee-only pricing: We do not sell products or get commissions.
✅ One-stop shop: We have a network of experts we have vetted.
✅ Expert team: You're in highly capable hands with our team of CERTIFIED FINANCIAL PLANNER™ professionals.
✅ Investment expertise: We also have two Chartered Financial Analyst® (CFA®) charterholders in our team.
Education
Master of Arts in International Relations, Johns Hopkins University
Volunteer Experience
Treasurer for Lutheran Social Services, a non-profit that supports refugees and immigrants in the U.S.
Hobbies and Interests
- Camping
- Family
- Hiking
- Pickleball
- Volunteering
Who We Serve
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Business Owners
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Corporate Executives
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Couples
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Dual Income Family
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Entrepreneurs
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Families
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Financial Independence Retire Early (FIRE)
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Gen Y / Millennials
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Government Employees
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Individuals
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Newly Engaged / Newlywed
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Parents
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Women Professionals