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We take care of your
finances so you can
enjoy everything
else in life.

A Fee-Only, Independent Financial Advisor
Located in Potomac, MD

pdfForm CRS - Advisor Relationship Summary

Financial Advisor

Planning

We work closely with you to determine your goals and how you are going to achieve them.

Financial Advisor

Investments

We implement a sound investment strategy geared to match your individual objectives.

Financial Advisor

Retirement

We are committed to helping you realize your financial future.

We offer customized, non-proprietary solutions solely in 
 our clients’ best interest.

Let's chat.


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A message from the Founder.

"I love empowering people to discover new and creative solutions to enhance their financial situation.“

Bruce M. Wiener, Principal

From our Blog:


13
JUL

IRA Withdrawal Considerations for 2020

Recent legislation enacted by Congress means that you do not have to take a Required Minimum Distribution (RMD) from your IRA in 2020. Nevertheless, you should carefully consider your options with respect to IRA withdrawals.

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30
JUN

Doesn't the Stock Market Know the Economy is Bad?

After a precipitous drop in February and March due to the Covid-19 pandemic, the stock market has rebounded sharply, even with the recent pullback. The rise in stocks appears out of sync with an economy mired in a recession. What's up?

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