9200 Corporate Boulevard
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.