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What We Do

We are a full-service independent wealth management firm, serving clients in the Washington, D. C., Maryland and Virginia area. We are deeply committed to helping people achieve their financial goals. Our independent structure allows us to develop highly personalized, comprehensive financial plans that are designed to suit our clients’ needs. As independent advisors, we are not limited by the products of a single company. Through our Broker Dealer, Securities America, Inc., we offer a wide range of products and services to individuals and business owners.

We specialize in holistic financial management. This means we provide our clients with the tools necessary for financial success including: financial planning, wealth management strategies, estate planning, retirement planning, college funding, succession planning, insurance, risk management services, and corporate retirement plans.

We offer the following strategies to our clients:

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
  • Federal Government Employee Financial Planning
We serve the following clients:

We serve the following clients:

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