Our Firm

D'Orazio & Associates, Inc. is a financial advisory and investment management firm based in suburban Washington, DC. The principals have been providing financial and investment services since 1981. The Firm's mission is to provide every client with the highest level of service our profession has to offer.

The Firm currently has over $900 million in assets under management. Its clients consist of individuals, corporate executives, business owners and qualified retirement plans.

 

WE MANAGE YOUR FINANCES

Most people today are too busy keeping up with the changes in their own specialized areas to remain current with the ever-changing financial services industry. To prepare a financial plan with the same attention to detail as that of a professional advisor would just take too much time and research. This would be time away from your personal life, occupation, business or civic responsibilities.

With your financial situation being monitored by a financial advisor, your time and attention can be focused on effective management of your business and pursuing your personal interests.

 

 
 

Our Advisors

 
 

Partner

Joseph A. D'Orazio, CFP®, CPA, JD, LLM, PFS

Joseph A. D’Orazio received a Bachelor of Science degree in Accounting cum laude from Villanova University in 1978 and received the certification as a Certified Public Accountant.  Mr. D’Orazio received a Juris Doctor degree from Southwestern University School of Law in 1981 and a Masters of Law in Taxation from Georgetown University Law Center in 1983. He specializes in financial planning, asset allocation and portfolio risk management.  His other areas of expertise include estate and income tax planning for executives, professionals and owners of small businesses. Prior to founding D’Orazio & Associates, Inc. in November 2004, Mr. D’Orazio was a principal of the investment advisory and financial planning firm, Rembert, D’Orazio & Fox, for over 18 years.  Prior to Rembert, D’Orazio & Fox, he was a senior tax specialist with the international accounting firm of Laventhal & Horwath where he specialized in personal financial counseling.  He was a tax manager with Brennan Reports, a monthly investment and tax planning newsletter, where he specialized in analyzing and reviewing investments

 

Education

Georgetown University Law Center
LL.M., Taxation

Southwestern University Law School
Juris Doctor

Villanova
B.S., Accounting

Activities & Affiliations

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• Virginia, Washington, D.C., and Pennsylvania Bar Association, Member
• CPA
• PFS

Financial Planning

 
 

 
 
 
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Partner

Jennifer D. VanLandingham, CFP®

Jennifer has been working with the firm for 17 years, of which 14 have been with D’Orazio & Associates, Inc. Over the last 14 years, Jennifer has proven her proficiency in tax planning through end of year tax projections as well as her meticulous reviews of tax returns. Although Jennifer heads our Tax Planning Department, she is well versed in nearly all areas of financial planning. Jennifer graduated from Virginia Polytechnic Institute and State University, with a Bachelor of Arts degree in Economics, a Bachelor of Science degree in Housing, Interior Design and Resource Management with a concentration in Family Financial Planning and a minor in Mathematics.

 

Education

 

Virginia Polytechnic Institute and State University
B.A., Economics
B.S., Housing, Interior Design and Resource Management

Activities & Affiliations

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Tax Planning

 
 

 
 
 
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PARTNER

Jeremy L. Meek, CFP®

Jeremy has been working with the firm on and off for the last 10 years. He spent the end of 2011 through the beginning of 2014 with other investment focused firms quickly climbing up their ranks to ultimately become a dedicated portfolio manager. With his experience and objectivity, it only makes sense that Jeremy heads the Portfolio Management Department. Upon returning to the firm in mid-2014 with his Certified Financial Planner certification, Jeremy has taken the reins over the portfolio decisions much to your benefit. Jeremy graduated from Shippensburg University, with a BSBA degree in Finance. He also attended the College for Financial Planning certificate program in Certified Financial Planning, ultimately obtaining the Certified Financial Planner certification.

 

Education

Shippensburg University
B.S.B.A., Finance

College for Financial Planning
Certificate in Certified Financial Planning

Activities & Affiliations

 

Portfolio Management

 
 

 
 
 
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Advisor

David B. Trenner, CFP®

David has been working with the firm for seven years. He spent the summer and winter of 2011 as an intern and was ultimately hired upon graduating from college. Combining his knowledge from growing up in a small family business with his passion for technology and customer service, David heads the Operations Department. He graduated from High Point University with a BS in Accounting and BSBA in Economics. He went on to complete the University of Virginia School of Continuing and Professional Studies certificate program in Certified Financial Planning, ultimately obtaining the Certified Financial Planner certification.

Activities & Affiliations

Education

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High Point University
B.S., Accounting
B.S.B.A., Economics

Operations and Financial Planning

University of Virginia, SPCS
Certificate in Certified Financial Planning

 
 
 

 
 
 
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Advisor

Natasha S. Glennie

Natasha graduated from Virginia Polytechnic Institute and State University with a Bachelor of Science degree in Finance with a concentration in CFP® Certification Education. She came to us with all of the technical skills required to meld immediately into our day to day operations. Natasha is motivated by her strong desire to help others and ease financial uncertainties. Our firm continues to present new challenges and expand her specialized skills. She is working through a rotation in each of our departments, starting with the Financial Planning Department. Natasha recently passed the exam portion of the Certified Financial Planner™ Certification and is on track to obtain the rights to use the designation in mid-2018 upon completing her experience requirements.

Activities & Affiliations

 

Financial Planning

 

Education

Virginia Polytechnic Institute and State University
B.S., Finance