We're more than a financial planning firm.

Human-Centric Wealth Management™: Equipped with a specialized, multi-disciplinary, tax-integrated* team, we are ready to provide simple solutions to complex financial problems, on a human level.

About Us

We are honored to be among one of the oldest human-centric, multi-disciplinary, tax-integrated*, white glove investment management and financial planning firms in the country. While our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape.

We are pleased to have assisted over 2,000 families pursue their unique wealth management, estate and tax planning goals, and continue to share our financial vision, wisdom, and tax experience with a multitude of diverse clients from CEOs and private business groups to foundations, attorneys, physicians, executives, entrepreneurs, independent professionals, federal and state government employees, military families, health care professionals, architects, builders, parents, grandparents, widows, widowers, retirees, unmarried couples, as well as budding young families. We have also worked with clients, their children, and, in some cases, even their grandchildren.

Our investment programs are individually designed to help address your financial needs, while empowering you with the appropriate knowledge necessary to make long term investment decisions. Our "Finance on a Human Level®" planning program will help guide you on multiple levels of financial interest, while integrating estate and tax provisions into your financial program, through invaluable resources provided by our CPA* advisory team.

We look forward to hearing from you and assisting with your financial needs.

Our Strategy


Our planning process begins with a thorough discussion of your current financial situation and a complete understanding of your lifetime goals.


An examination of financial, tax, and estate documents, along with risk assessment and retirement aspirations will be explored.


A customized, tax integrated, wealth management plan will be designed to help meet your individual financial objectives.


Our financial planning team and investment analysts will construct a suitable timetable for integrating all aspects of a mutually agreed upon financial plan.


Each investment advisory team will routinely conduct a comprehensive portfolio assessment + its impact on changes to tax laws, investment/financial environments, and employment status.


Families Assisted

$1.4 billion

Assets Under Advisement + Management1


of clients utilize financial and tax services*2

Edward G. Sella

President & CEO / Financial Advisor

President & CEO, Edward G. Sella has been honored in numerous rankings for his continued perseverance and dedication by providing human-centric financial services to address the individual challenges of our diverse investment family.

FA’s RIA Ranking

Top 100 Independent Financial Advisors

America’s Top 1,200 Financial Advisors

Our Services

We integrate each financial portfolio with an effective human-centric estate + tax plan, designed to help maximize an individual's wealth potential.

Wealth Preservation

Strategies and techniques for preserving wealth for community, spouses, and heirs.

Wealth Preservation

College Funding

Utilizing different methods for accumulating funds and paying for college expenses.

College Funding

Portfolio Management

Within a portfolio allocation, specific decisions need to be made to help manage risk, income tax liability, and other financial considerations.

Portfolio Management

Income Tax Planning

Tax laws evolve every year. It is important to ensure that your income tax planning incorporates these changes.*

Income Tax Planning

Estate Tax Planning

Various federal and State taxes may be applicable at death. In addition, there can be non-tax considerations for developing an Estate plan including the potential loss of government benefits by an heir; the need for guardianship provisions; the desire to protect a spouse and the goal of protecting an inheritance from creditor claims.

Estate Tax Planning

Retirement Planning

There are two important phases: accumulation & distribution. During the accumulation phase, it is important to maximize the available tax incentives. During the distribution phase, it is important to consider potential tax consequences and/or Medicare premiums.

Retirement Planning

Risk Management

There are multiple risks. These risks can either be assumed or transferred to a third party. Risks that could have a significant impact should be transferred.

Risk Management

Second Opinion

We are happy to review existing portfolios for clients and their family, friends, and associates.

Second Opinion


Human-Centric Team Members


Specialized Certifications Across Our Team


participates in community outreach programs

Our Advisors

We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*

Let's Connect

We are happy to assist with any questions or inquiry you may have concerning your financial needs.

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