Planning for Progress

Planning for Progress provides ongoing and project-based financial planning and investment management services to socially-conscious and politically progressive clients in the Washington, DC area and nationwide. Our clients include union organizers, social justice advocates, federal employees, religious leaders, and professionals in a wide range of fields who want to align how they think about money with their personal values, all while planning for a sustainable financial future.
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Advisors at this Office

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This Office

11507 Taber St Silver Spring, MD 20902 Phone: (301) 741-6674

Primary Office

11507 Taber St Silver Spring, MD 20902 Phone: (301) 741-6674