Everything we do starts with learning what is important to you. Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
Connect with us to learn more.
For You
Our goal is to help you preserve and grow capital while minimizing volatility. By integrating alternative investments and various non-correlated investment strategies, we strive to create a more stable investment experience.
Wealth Management
Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.
Exceptional Service
Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.
The Process
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.
Today Is A Great Day To Start Your Financial Plan In Bethesda Maryland
We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
News From Our Bethesda Financial Advisors
How rising interest rates are affecting the markets
It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day. And the...
Market Commentary – October 8, 2018
The stock market tends to be a leading economic indicator. Last week offered some insight to economics and stock market behavior. The U.S. unemployment rate reached its lowest level since 1969 and wages moved higher, yet major U.S. stock indices lost...
Words to Live By #1 – Perseverance
A major part of my job – perhaps the most important part – is helping people reach their financial goals in life. Over the course of my career, I’ve discovered that while things like planning, saving, and investing are crucial, it’s equally important to...
Market Commentary – October 1, 2018
It wasn’t headline news… But, if newsprint was still popular, last week’s key economic news would have appeared below the fold. The Federal Reserve raised rates for the third time in 2018, as expected. In addition, the Federal Open Market Committee...
Market Commentary – September 24, 2018
Did you hear the news? A tech company introduced a microwave you can turn on using Wi-Fi – as long as you have one of the company’s voice assistants at home, reported Kaitlyn Tiffany of Vox. Soon, the voice assistants will be built with neural networks...
The Longest Bull Market In History
Human beings are obsessed with setting records. The fastest. The strongest. The first. The longest. It’s exciting whenever a new record gets set. It makes us feel like we’re witnesses to something important, something historic. Something we can tell our...
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For over 25 years, Research Financial Strategies has been serving Bethesda families and businesses as their financial advisor. Let us put our money management expertise to work for you. Set up a no obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you Bethesda!
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Contact
Phone
301-294-7500
Address
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisors Proudly Serving Bethesda Maryland