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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:


28
APR

Why You Must Know These Boring Tax Law Changes

As if life isn't challenging enough these days, I'm strongly encouraging you to read about some significant changes to the tax laws. It's important to familiarize yourself with how the new rules in the SECURE Act and CARES Act can affect your life -- whether you're in your 20's or in your 80's.

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24
MAR

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.

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