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Financial Advisors in Kensington, Maryland (Montgomery County)

BNB Wealth Management, LLC
Silver Spring, MD
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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 ind... See More

Highlights: IRA, Fee-Only, Corporate Bonds, Wealth Management, Charitable Planning, Comprehensive Financial Planning, Special Needs Planning, Retirement Planning, College Planning, Estate Planning, Mutual Funds, Legacy Planning, ETFs, Professional Wealth Management, Asset Protection, Retirement Distribution Plan, 401K Consulting, Investment Consulting, Family Financial Planning, Investment Services
Garnet Group, LLC
Bethesda, MD
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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 c... See More

Visit Arch Financial Advisors, LLC

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 fi... See More

Visit Financial Strategies, Inc.

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... See More

Money Plans
Silver Spring, MD
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Denise Leish, BS, MBA
Money Plans has been providing financial advice and investment management services to a wide variety of middle income individuals for over thirty years. Investment management and consultations are provided.

Entelechy
Bethesda, MD
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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 th... See More

L. Edward O'Hara, BS, CFP, EA

The Family Firm, Inc.
Bethesda, MD

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 financia... See More

Dolan Financial Corporation
Silver Spring, MD

John Dolan, BA, CFP

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.

Highlights: Investment Consulting, Financial Planning, College Planning, Legacy Planning, MBA, Retirement Income Planning, Sustainability, ETFs, Comprehensive Financial Planning, Wealth Management, Financial Planning Advice And Services, Young Investors, Mutual Funds, Investment Policy Statements, Fiduciary, Estate Planning, Advisory And Investment Management, Income Tax Planning, Asset Protection, Debt Management

Wendy Moyers, CDFA, CFP

FBB Capital Partners
Bethesda, MD

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 Octo... See More

Highlights: Investment Services, Professional Wealth Management
Visit Gallant Financial Planning, LLC

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 pi... See More

Visit Teplin Financial Services, LLC

Albert Teplin, CFP, PhD

Burt Wealth Advisors
Rockville, MD
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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 fami... See More

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