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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.


CEO Image

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
JUN

Embracing Anxiety

In a recent podcast, the comedian Bill Hader admitted that he, like most performers, gets anxious before going on stage. He learned, however, that trying to ignore his anxiety and calm himself down does not work. Instead, in those moments, he acknowledges his anxiety and gives himself permission to feel the way he does.

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07
APR

You May not Want to Read this Article About Bonds

Please consider not reading this article about bonds and call me instead. The complexity of bonds makes them easier for me to discuss over the phone than to write about succinctly.

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