Everette Orr (CFA®, CFP®)

Everette Orr focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

While we serve clients in all stages of life, we especially appreciate working with clients who are approaching retirement or in retirement because, for most people, realizing and maintaining financial independence and security in retirement is life's most important and challenging financial goal.

Additional Information

Everette holds current Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) professional designations.

After a distinguished 27-year career in Government finance, Everette retired in 1999 from the Senior Foreign Service where he had served with the U.S. Agency for International Development as the head of audit for U.S. foreign aid program.

From 1999 to 2003, he worked for a nationally respected financial planning and investment management firm where he provided comprehensive fee-only financial planning and investment management to wealthy clients.

In 2003, he started his own practice to provide the same high quality of fee-only financial advice and investment management services to people from all walks of life.

As a recognized expert in financial planning, Everette has been quoted in Readers' Digest, The Wall Street Journal, USA Today, Kiplinger's, U.S. News and World Report, the Washington Post, and Money magazine.  

And Washingtonian magazine has recognized Everette as one of the best financial planners in the Washington, D.C. area.

NAPFA Start Date

September 07, 1999


This Office

2010 Corporate Rdg Ste 700 McLean, VA 22102-7838 Phone: (703) 749-1415