Who We Serve
A Dynamic Mix of Clients
The majority of Wharf Financial clients encompass a vibrant mix of hardworking individuals, including government specialists, attorneys, program managers, tech gurus, teachers, lobbyists, and entrepreneurs. Basically, they mirror the diverse and captivating essence of Washington, D.C. itself.
Savor Life, Secure Tomorrow
Our clientele typically embodies a progressive mindset, characterized by curiosity and a keen interest in local sports and the arts. They cherish rich connections and actively engage in their communities. Indulging in fine dining and exploring new destinations are among their pleasures. However, they also harbor concerns about securing a comfortable retirement without financial worry, ensuring quality education for their children or grandchildren, and possibly navigating the responsibilities of caring for an aging parent.
Hear From Our Clients
At Wharf Financial, nurturing enduring relationships is at the heart of everything we do. Here are some of the testimonials from our valued clients.
Client Testimonial:
Meet David & Mary G.
Client Testimonial:
Meet Michael J.
Client Testimonial:
Meet Michele M.
The statement was provided 4/25/2024 by Mary and David, who are clients of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
The statement was provided 4/24/2024 by Michael, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
The statement was provided 4/24/2024 by Michele, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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We have consistently been pleased with Michael’s business acumen.
“As we were first getting acquainted with Michael, almost thirty years ago, we soon felt we had found a kindred spirit. Michael’s appreciation of good food, good drink and good locales, particularly when enjoyed in the company of good people, soon made him a favorite of ours. While we appreciated those characteristics, it was Michael’s business style that cemented our early relationship. Michael has never requested a “meeting” with us; Michael schedules “conversations” with us. By that we mean his calls and visits are more about him hearing our thoughts, hopes and plans than they are about any agenda he might have. To us, that’s a rare and special business attribute.
Of course, the reason we sought Michael’s advice to begin with was our need for investment and financial management assistance. We have consistently been pleased with Michael’s business acumen. Over several decades, his investment advice has allowed us more freedom and more options than we had aspired to. In fact, several of our personal and business friends have taken note of our financial flexibility, and have asked him to assist with their financial affairs as well. We can’t recommend Michael highly enough.”
— Sam M.
The statement posted here was provided on 5/1/24, by Sam, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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Wharf Financial takes it to the next level
“I have had the good fortune of working with Michael Weston since 1996, when Wharf Financial was still in the beginning stages. Michael’s ethics were never compromised, and he always provided us with solid advice. He built a solid rapport with us by spending time to get to know us and understand what we wanted our retirement future to be, and how to get us there. Because of Michael’s deep-seated ability to understand and foresee potential needs, he would continue to research and provide additional information to us and would evaluate the pros and cons.
Wharf Financial takes it to the next level by providing venues and tapping into resources that are knowledgeable in areas outside of, but can affect, the financial plan. For example, with the information provided by a guest speaker, we had several years to research our best options when we became Medicare eligible, which in turn has saved us a great deal that would have adversely affected our portfolio. Seldom have I been able to recommend someone with such confidence.”
—Mary Anne R.
The statement posted here was provided on 4/22/24, by Mary Anne, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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Michael and his team have our unwavering loyalty and trust.
“We found Michael Weston during a challenging time during the pandemic, combined with several very significant life transitions; retiring from a 30+ year career in the US Army, and relocating to our new Michigan home. Michael’s conscientious and attentive manner, combined with a much more personal touch than we had ever experienced with other financial service providers, let us know we had absolutely made the right choice (eg. We’re not just another bank account to manage, but Michael takes the time to get to know you personally – flowers and pie at significant events/holidays, and even took the time to fly out for a face-to-face dinner for no other reason than to stay connected on the personal level). Michael and his team have our unwavering loyalty and trust.”
— Scott T.
The statement posted here was provided on 4/20/24, by Scott, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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He has afforded us much needed comfort through the ups and downs of the market.
“Theresa and I have been clients of Michael Weston for well over a decade. During these years, he has listened and learned about our financial needs and concerns, as our lives have evolved from fully employed to retired. Michael's financial knowledge and calm demeanor have afforded us much needed comfort through the ups and downs of the markets. He has been responsive to our questions over the years, and has initiated meetings to review our portfolio. Michael's expertise as a financial planner has been instrumental in attaining our financial goals. We highly recommend him.”
—Steve S.
The statement posted here was provided on 4/19/24, by Steve, who is a client of Wharf Financial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
We Help Navigate Your Financial Waters
Let Wharf Financial guide you to pursue a fulfilling financial future.