A Fee-Only, Independent Financial Advisor Located in Potomac, MD
We work closely with you to determine your goals and how you are going to achieve them.
We implement a sound investment strategy geared to match your individual objectives.
We are committed to helping you realize your financial future.
We offer customized, non-proprietary solutions solely in our clients’ best interest.
A message from the Founder.
"I love empowering people to discover new and creative solutions to enhance their financial situation.“
Bruce M. Wiener, Principal
When Doing Nothing is Doing Something
We typically applaud bold, decisive action, even though the action may eventually turn out to have been misguided. At least something was done. Doing something provides a sense of accomplishment.
4 Charts to Help You Stay in the Market
The roller coaster ride continues. It's difficult when you don't know when it will end, but most people I know are holding on tight. Here are 4 charts that can provide you with some comfort along the way.