Fee-Based Comprehensive Financial Planning
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Josh Stillman, CFP®, CAP®, MBA

Josh Stillman, CFP®, CAP®, MBA

Director of Financial Planning

“What does money mean to you? I do not believe there is one "right" financial decision for every situation, which is why I believes the best way to manage financial affairs is to work through a process to articulate underlying values, beliefs, and desires as a foundation for financial decision-making.

Josh Stillman joined Capitol Financial Consultants in 2014 as the Director of Financial Planning where he helps successful and motivated families and businesses coordinate their financial affairs and develop comprehensive financial strategies for the future. As a CERTIFIED FINANCIAL PLANNER™, these plans are highly tailored to help meet financial goals, avoid costly financial mistakes, and preserve wealth.

Josh is also a Chartered Advisor in Philanthropy® specializing in aligning values with money and achieving social impact goals through tools like valued-based and impact investing, philanthropic planning, and estate planning. He periodically writes on financial planning topics and has been quoted on CNBC, USA Today, and Financial Planning Magazine.

In years prior, Josh was an Engagement Manager for Booz & Company in the strategy practice. He led consulting projects with energy companies on their most important strategic issues including financial business cases, operating model design, performance excellence, new technology introduction, market strategy, pricing, and integrated planning processes. Josh received his BSE in Bioengineering from University of Pennsylvania cum Laude, his MBA from University of Texas at Austin, Dean’s Award, and CFP® and CAP® education from the American College.

Josh is also Co-Founder and Co-Organizer of TEDxTysons, encouraging the spread of big ideas; Board Member and Treasurer of Edge City USA focused on supporting community, education, and philanthropy in Tysons; and Board Member and Director of Admissions of Minds Matter of Washington DC, which works to transform the lives of accomplished high school students from low-income DC families by broadening their opportunities and preparing them for college success.

ON A MORE PERSONAL NOTE: “My curiosity steers my interests in many directions. I play guitar and have recorded a LP and EP with a former band. I also enjoy running, cooking, photography, golf, gardening, reading, and spending as much time as possible with my wife and two boys.”