Broker Check

What We Do

Our Strategies

Our Strategies

Who we Serve 

Who we Serve 

We are a full-service financial firm committed to helping people pursue their financial goals. Through our Broker Dealer, Securities America, Inc., we offer a wide range of products and services to individuals and business owners. We specialize in working comprehensively with our clients financial planning, wealth management strategies, estate planning, retirement planning, college funding, succession planning, insurance, risk management services and corporate retirement plan needs. We are an independent wealth management firm serving clients in the Washington, D. C., Maryland and Virginia area. Our independent structure allows us to develop highly personalized, comprehensive financial plans that are designed to suit our clients’ needs instead of being limited by the products of a single company.

We offer the following strategies to our clients:

  • Financial Planning
  • Wealth Management
  • Corporate and Individual Retirement Plans
  • Employee Benefits
  • Insurance and Risk Assessment
  • Corporate Retirement Plan Consultation/Benchmarking

We serve the following:

  • Individual and Families
  • Business Owners
  • Corporate Executives
  • Businesses and Not for Profit Organization
  • Professionals