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Welcome to the Khare Czernik Group

We are a team of dedicated financial professionals servicing the wealth advisory needs of individuals, businesses and institutions in our nation's capital and beyond. We work with professionals and families who require holistic wealth management services including, but not limited to, investment management, financial planning and business advisory services. Underlying all our advisory services is the understanding that each client is unique, with their own goals, values and needs.

We will take the time to get to know you and will provide you with the customized wealth strategies, investment advice and tax-planning solutions you need to help reach your financial objectives and preserve your legacy.

What do we provide as discretionary portfolio managers?

We provide sophisticated investment solutions focused on building your wealth and achieving your goals. We incorporate ESG (Environmental, Social and Governance) metric analysis into our practice and provide responsible investment strategies for clients who wish to ensure their investments are aligned with their values. These are just two of the ways in which we can help you achieve your financial goals. For further details, we invite you to explore this website and learn more about us and our service offering.

How to get in touch with us?

If you wish to book a review of your existing portfolio, please contact us directly at (613) 783-7884 or (613) 239-2912 for a cost-free analysis of your asset allocation, fee structure and investment strategy. Alternatively, please book an introductory meeting or email us through the links below and a member of our team will call you within the next business day.

Book an Introductory Meeting 

Email Us