Founder, President
Since 2015, I’ve worked across a broad spectrum of the wealth management industry, helping over 500 families optimize their investments and plan for their goals.
Based in the DC area community, my clients know me as the value-add advisor they love to work with — a financial planner who cares on a personal level, and a blue-chip investment analyst they trust to deliver results.
Through uncertainty, loss, triumph, change, and new beginnings, my singular focus has been helping my clients answer that most fundamental of questions: "How do we get there from here?”
There are many theories about investing, but at the end of the day, it comes down to one thing: knowing what actually works in the real world to generate real results for real people, each with their own unique circumstances.
As they say, the most important thing is the most important thing. In this industry, the legal-bare-minimum standard of “best interest” is often used as an excuse to provide impersonal service, incentivize a “sales-first” advisor culture, and justify mediocre results.
This is why Toth Capital’s advisory team will always be trained relationship, investment, and financial planning professionals. Individually and as a team, we are laser-focused on adding value to our existing clients, as opposed to spending their time selling and outsourcing the details. Every Toth Capital portfolio is always custom built with high-quality assets you will understand and always actively managed by your own experienced portfolio manager.
No cookie-cutter strategies, no passive investing, no generic plans, no salesmen-as-advisors. Just a relentless focus on quality, performance, and the kind of personal touch that lets our client partners know they're in the capable hands of a professional.
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