Joel, Partner, and Billy, Senior Manager, were chosen for the directory because of their industry expertise, community involvement and trustworthy reputations in the DC business world. As tax accountants, their specialties include business tax, private client services, and estate planning and trusts.
In addition to being named on the list, two Withum team members were awarded the Top Financial Adviser badge. The Washingtonian surveyed hundreds in the industry and chose those professionals that came with the best personal recommendations. Joel and Billy have appeared on the Best Advisers list in years prior.
The DC’s Best Financial Advisers list is published every 18-24 months.