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Metro Washington, D.C.

Metro Washington, D.C.

MemoryBanc was founded and headquartered in the Washington DC metro area, where we have spent more than 14 years serving individuals and families across Northern Virginia, Maryland, and the District. Our McLean, Virginia office serves as our home base, and our team has deep roots in the professional and civic communities throughout the region.

Our Home Market

Our DC-area practice is where MemoryBanc began. Founder Kay Bransford built this company out of her own experience helping her parents manage their finances and documents, and that personal origin shapes everything we do. We are not a large institution. We are a team of dedicated professionals who take on a limited number of clients and deliver genuinely personal service.

Communities We Serve

We work with clients throughout the Metro DC region, including:

  • McLean, Arlington, and Fairfax County, Virginia
  • Montgomery and Prince George's Counties, Maryland
  • Washington, DC proper
  • Surrounding Northern Virginia communities

Our Services in the DC Area

  • Daily Money Management and Bill Pay: Ongoing management of bills, cash flow, and financial records for individuals and families.
  • Financial Advocacy: Professional representation as POA, Trustee, Executor, or Conservator.
  • Document Organization: Helping clients collect, organize, and safeguard critical financial and legal paperwork.
  • Fraud Prevention and Oversight: An independent, professional set of eyes on your finances reduces vulnerability to fraud and financial abuse.

Trusted by the DC Region's Leading Professionals

Our clients typically come to us through estate planning attorneys, financial advisors, geriatric care managers, and other fiduciaries who have seen our work and recommend us by name. We are active members of the American Association of Daily Money Managers (AADMM) and carry full insurance and bonding.

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We are professional financial advocates and serve as Power of Attorney and Trustee for our clients and their families. We offer in person service in Virginia, Maryland, District of Columbia and Minneapolis/St. Paul, Minnesota.

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