Sandbox Financial Partners / Financial Advisor in Bethesda, Maryland

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.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Mutual Funds Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Sustainability Wealth Management Young Investors