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 Rockville 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
Weekly Market Insights | Rally Loses Steam; Fed Weighs Move
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent. The Dow Jones Industrial...
Weekly Market Insights | Stocks Surge Post-Election; Fed Cuts Quarter Point
Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives remains undecided.) The Standard &...
IRS Releases 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. The top rate remains...
Weekly Market Insights | Stocks Retreat on Jobs and Election Concerns
Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent. The Dow Jones Industrial...
Happy Halloween!
October is coming to an end, and that means Halloween will be here before you know it. Are you ready for the holiday? If you have kids or grandchildren, no doubt they are! All Hallows Eve is celebrated in many ways today; they are all enjoyable. So, carve those...
Weekly Market Insights: Stocks Mixed Ahead of Election
Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones Industrial Average dropped 2.68...
Most Popular
Hot Dog Inflation at the Ballpark
When you hear “hot dog” and “inflation” in the same sentence, you might think of those supermarket franks that plump up when cooked. In this case, we’re talking about the original dogs of the ballpark, a cultural touchstone of America’s pastime. The average price of a...
Special content from Jack, very short read!
Uh oh! Signs of a potential financial market correction may be on the horizon: The S&P 500 is down 4% from its all-time high. Investors are showing increased interest in gold, silver, copper, and other commodities, which are often seen as safe havens during...
Special Edition from Research Financial Strategies
Dear Friends and Clients, This week, a good friend and client brought something significant to my attention. Despite our initial struggles to uncover the full story, my resourceful son-in-law managed to locate it. It comprises three parts and runs approximately 45...
The Fed’s Drive To 2% Inflation
February isn't over yet, but the Cleveland Fed has released its projections for a few key economic markers. Why are these markers important? The Fed likes to look at the Consumer Personal Expenditures (CPE) to gauge whether or not their plan to curb inflation is...
Consumers Expect Better Days Ahead
Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence. I also follow the University of...
Another Successful Kids Charity Golf Tournament!
Lollipop Golf TournamentThanks to everyone for helping us make this another successful event! Clients, advisors and friends always make this one of our favorites each year!More about Lollipop Kids and the incredible work they do!
For over 25 years, Research Financial Strategies has been serving Rockville 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 Rockville!
Rockville, Potomac, Bethesda, Gaithersburg
Let’s Talk!
Contact
Phone
301-294-7500
Address
2273 Research Boulevard
Suite 101
Rockville, Maryland 20850
Financial Advisors