With 40+ years of aggregate experience in the financial industry between our advisors, we pride ourselves on bringing advanced knowledge to all of our clients.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
*Bethesda Magazine’s rankings is based on voting within the community; individuals recognized receive the most votes for their category.
We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing emphasis on your questions and concerns.
We have a passion for excellence, uncommon service and above all, accountability.
We focus on creating a relationship with you that goes far beyond just recommending appropriate investments by viewing clients from a holistic standpoint. We take the time to understand your desired outcome and the WHY behind it.
From there we curate a comprehensive plan that we'll adjust throughout your life changes and events with SOLE focus of achieving your desired outcome. A key differentiator of our planning process is through adapting - we provide ongoing monitoring and modification so as your life plan evolves, we make the harmonizing adjustments that best suit you.
CEO / President / Wealth Manager
Executive Vice President / Senior Partner / Wealth Manager
Long Term-Care Insurance