Financial Advisors in North Bethesda, Maryland (Montgomery County)

Fred Cornelius, CFA, CFP
In order to maintain our low client-advisor ratio and superior service, our minimum investable assets for new accounts is $1,000,000. For 25 years, Burt Wealth Advisors, has served as a trusted partner to individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. The Power of a Holistic Approach Our comprehensive approach is designed to create a plan that achieves your near- and longer-term goals, whether you are seeking fundamental investment management, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.When crafting an integrated wealth management plan, we offer expertise in:Financial planningTax planningRetirement income planningInter-generational wealth transferEstate planningPhilanthropy What Makes Us DifferentWe’ve had the privilege of working with individuals and families often over multiple generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm. Client Centered: Our advisors are focused on their clients and their personal financial situations. As Fee-Only advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of our clients.Market Knowledge: Since 1985, we have provided wealth management for clients through a wide range of market conditions. Our track record and experience through the... See More

Jay Levin, BS, CFP, MBA
Fee only financial planning and investment management for individuals and small businesses. Financial planning focuses on helping our clients make important financial decisions about retirement and funding their children's college education. IPA's investment management approach applies the time tested principals of broad diversification, no market timing, low expenses and taxation, high quality no load mutual funds, rebalancing and patience. ... See More

Robert Sinsheimer, CFP, CPA, MBA
Thomas B. Conway, JD CFP® AEP® CTFA® CIMA® CPWA® AIF® CLU® RICP® CRC® CPO® is a CERTIFIED FINANCIAL PLANNER™ with top credentials and deep cross-disciplinary expertise offering professional planning services for a flat fee without a requirement of assets under management (AUM). He is an attorney with a practice concentration in personal finance and investing, retirement planning and estate planning. He is the President, Founder and Managing Member of the Connemara Group, LLC (www.connemara.com), with principal offices in Rockville, Maryland and meeting locations in Washington, DC (Willard Office Building) and Northern Virginia.
Connemara is relatively unique in that it provides highly qualified professional planning services using cutting-edge technology for a flat fee without a requirement that clients relinquish control over their investment portfolios in exchange for ongoing asset management fees. Clients are given specific investment recommendations with supporting research using low-cost traditional open end mutual funds (active and passive) and exchange traded funds (ETFs) using Vanguard or Fidelity as custodian. Periodic follow-up reviews are then scheduled as needed. Most clients are professionals and executives (public, private and not-for-profit) nearing or in retirement. Other clients are mid-career professionals and rising executives. Still others are affluent young professionals. A practice niche involves serving wealthy international families and families of significant inherited wealth.



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Debra Gallant, BA, CFP, ChFC, CRPC, MA, RLP
At Gallant Financial Planning, I strive to do things differently than most advisors. Through financial life planning and wealth management, I aim to help you create a financial roadmap that addresses all pieces of your financial puzzle, from your stresses and fears to your values and dreams. Two of the many ways my firm is different than many is that Gallant Financial Planning is an independent, fee-only Registered Investment Advisor (RIA). As a RIA, I act with the highest level of fiduciary care, putting your needs above all else. I avoid conflicts of interest so you can feel confident that I'm always providing unbiased recommendations and objective advice. With a fully transparent fee structure, you always know what you are paying. I conduct my business under a fiduciary duty and am held to strict codes of professional and ethical conduct. By working with a fee-only RIA firm, you can feel more confident knowing your best interests always come first. I primarily serve federal employees and other professionals, especially those who are about to make a retirement decision. Often, my clients are “middle-class millionaires.” They include folks trying to juggle saving for college and retirement at the same time, those receiving an inheritance and don't know how to maximize their new resources, as well as widows and single women who want someone on their “team” to look out for their best interests. I am always happy to meet with people who are interested in learning about how they may benefit from financial life planning. Whether you're looking for a new financial partner or have yet to start the journey with an advisor, I encourage you to reach out to me for a no-obligation conversation. To learn more, email me at or call .... See More

Albert Teplin, CFP, PhD

Ivy League Financial Advisors LLC provides comprehensive financial planning and investment advisory services on a “Fee-Only” basis to individuals and small businesses. Mr. Brown specializes in retirement planning, investment management, college planning, estate planning, and planning for small business owners.

Ivy League Financial Advisors LLC is compensated solely by its clients and does not receive commissions based on the sale of any investment or insurance product. In addition, the firm does not accept referral fees.

Mr. Brown is a Certified Financial Planner (CFP®) licensee, having completed his coursework from the College for Financial Planning in Denver, Colorado. He holds a B.A degree in Economics and a B.S. degree in Operations Research and Industrial Engineering from Cornell University. He also holds a Masters of Business Administration (MBA) Degree from the Amos Tuck School of Business Administration at Dartmouth College, repeatedly ranked by both the Wall Street Journal and Forbes Magazine as the country’s best business school. Mr. Brown is also a former instructor with the College for Financial Planning. In addition, he has received the designation of Accredited Investment FiduciaryTM (AIF®) from the Center for Fiduciary Studies.

Mr. Brown is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), the “Fee-Only” financial planning association. He is one of approximately 1,200 NAPFA-Registered Financial Advisors® nationwide. NAPFA and Fee-Only Financial Planning have been endorsed by organizations such as the AARP, the Consumer Federation of America, Jane Bryant Quinn of Newsweek, Kiplinger’s Personal Finance magazine, Money magazine, and former SEC Chairman, Arthur Levitt. Mr. Brown was co-chair of the 2002 NAPFA Northeast/Mid-Atlantic Regional Conference held in Baltimore, Maryland. He has also headed NAPFA’s partnership with Kiplinger’s Personal Finance magazine to bring retirement help to consumers in Kiplinger’s annual “JumpStart Your Retirement Days”. Since 2004, over 20,000 consumers received objective advice from NAPFA-Registered Financial Advisors® working through this initiative.

Mr. Brown has been quoted in numerous publications including the Washington Post, the Washington Post Magazine, Kiplinger’s Personal Finance Magazine, Money Magazine, BusinessWeek Magazine, the Baltimore Sun, Mutual Funds magazine, Forbes on-line, and Investment Advisor magazine. In December 2002 and again in January 2009, he was named by Washingtonian Magazine as a financial advisor you can “Trust with Your Money”.... See More

Eliot Simon, BA, CFP
Garnet Group provides sound, unbiased advice on everything that touches your financial life. To provide the best possible service to our clients we:learn about your financial priorities and help to refine your goals and resolve conflicting objectives;thoroughly evaluate opportunities to clearly frame possible courses of action;manage your investment assets using time-tested, coherent investment strategies geared to your risk tolerance;ensure that your plans are supported by appropriate insurance and estate planning; coordinate with your other advisors to ensure that all of your planning is aligned with your priorities;offer proactive advice in response to changes in the financial world as well as respond to changes in your situation and life. We are committed to helping our clients make the most of their financial life. We work to simplify complicated financial matters and determine the best course for you. By working with Garnet Group you receive seamless, comprehensive advice allowing you to concentrate on other facets of your life.
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Steven Jefferys, CFA, CFP, MBA
Arch Financial Advisors, LLC is an independent, fee-only registered investment advisor (RIA) located in Bethesda, MD. As an RIA, the firm has a legal and fiduciary obligation to put their client's interest first. The firm was founded by Steve Jefferys, CFA, CFP(R), to provide financial planning and investment management services to individuals and families looking for unbiased financial advice.... See More

James McGrath, CFP, CLU, CPA
Financial Strategies was founded in 1984 on the premise that taxes were an integral part of the Financial Planning and Investment Advisory practice. Realizing that very few Planners were providing integrated Tax services, Jim McGrath started incorporating tax planning and preparation for one fee for all of his Advisory clients.
We currently use the groundbreaking Investment philosophies of Dimensional Fund Advisors (DFA) to create the bulk of our client portfolios. DFA funds are only available through a limited, very selective group of Advisors, who have undergone additional, DFA sponsored education.
When Jim joined NAPFA in 2004, he was one of six NAPFA Registered Planners with the credentials of CPA, CFP and CLU.
We currently offer a free, 30 to 45 minute initial meeting for those considering Investment Advisory services. For those who are looking for more immediate answers to their questions, we provide a "Two Hour Tuneup" as a way for a review of your most pressing concerns.
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Ben Brown, CFP, EA
Entelechy is a financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.
No sales. No minimums. No hidden fees.
We focus on three core offerings provided as separate and distinct services.
Comprehensive Financial Planning
An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we'll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, insurance, estate & tax planning, and much more. With regular check-ins to make sure you're on track and unlimited support, we're your collaborative partner in every decision that might be remotely related to money throughout the year.
Investment Management
Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. No commissions. No nonsense. No trying to beat or time the market. We'll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an approach backed by decades of academic research. All for one simple fee.
Financial Planning Projects
One-time engagements designed for those that aren't yet ready for an ongoing relationship. Projects can involve answers to a few specific questions, or help with a specific task like optimizing your employee benefits. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.... See More

Fee Only Asset Management. Our 20 year old firm has been serving the Washington Metropolitan Area with credentialed , unconfliced advice from a team of CFA's and CFP's. We carry no brokerage licenses and represent no product. Forbes listed us in October, 2008 as one of their choices for Fee Only management.... See More

Wendy Moyers, CDFA, CFP

The Family Firm provides Fee Only (independent) financial advisory services to individuals and families primarily in the Washington, DC Metro area, including Maryland and Virginia.
Our services are designed to help you achieve and maintain financial independence, at a price that is affordable. This has been our sole mission for the more than twenty years we've been in business.... See More

We are an employee-owned, independent, fiduciary firm offering clients personalized investment plans and comprehensive financial planning services. We provide investment management, portfolio allocation, financial planning, and insurance.

BNB Wealth Management, LLC is dedicated to enhancing the financial lives and enriching the family legacies of our clients as well as the institutional clients with whom we work. As a privately held financial and investment advisory firm, we offer independent, unbiased financial counsel focused on our clients’ unique needs and priorities. While this independence provides our clients with highly personalized services, BNB offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies. We invite you to learn about BNB’s thoughtful, insightful and committed qualities that are at the heart of everything we do to help you achieve financial excellence for generations to come.... See More