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 Potomac 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 Potomac 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.
Recent Financial News In Potomac
Market Commentary – June 9, 2020
June 8, 2020Our Mission Is To Create And Preserve Client Wealth The employment report electrified U.S. stock markets last week. American stock markets responded enthusiastically to the news U.S. unemployment was 13.3 percent in May. If it seems...
Market Commentary – June 1, 2020
June 1, 2020Our Mission Is To Create And Preserve Client Wealth Are those green shoots?In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen some in economic data released last week.They weren’t...
Weekly Market Commentary 05/26/2020
May 26, 2020Our Mission Is To Create And Preserve Client Wealth It was a good week for stock markets in the United States, but there was trouble in Asia. U.S. stock markets rallied last week. The Dow Jones Industrial Average, Standard & Poor’s 500...
Memorial Day
In honor of Memorial Day, we’d like to tell you a story about a man named Ben Salomon.Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying ordeal he was ever supposed to...
Special Edition Commentary From Jack
I would just like to assure everyone that the Research Financial Strategies models are still fully invested, and we are still on a very strong technical buy chart. Please see the chart below. Our Growth Portfolio continues to outperform the S&P 500...
Weekly Market Commentary 05/18/2020
December 9, 2020 Our Mission Is To Create And Preserve Client Wealth America is reopening, state by state.That’s welcome news for many businesses, but we’re far from business as usual. Last week’s economic news included unemployment hitting an 80-year...
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For over 25 years, Research Financial Strategies has been serving Potomac 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 Potomac!
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Contact
Phone
301-294-7500
Address
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisors Potomac