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: Stocks Rally Ahead of Fed Meeting
Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq Composite led, picking up 5.95...
Weekly Market Insights: Markets Focus on Fed’s Big September Move
Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The tech-heavy Nasdaq Composite fell...
Weekly Market Insights: Stocks React to Key Data and Earnings
There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent. The Nasdaq Composite lagged,...
Happy Labor Day
As we celebrate Labor Day, we can think about the hard work we perform for our communities. We can also consider the work of those before us and how their efforts helped build this great nation we know and love. I hope you have a great Labor Day weekend!
Weekly Market Insights: Powell: Fed is Ready for Rate Cut
Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The Dow Jones Industrial Average...
Weekly Market Insights: Markets Rise Thanks to Upbeat Indicators
Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones Industrial Average lagged a bit,...
Most Popular
How to Manage Your Money and Your Risk Exposure
This is an excellent example of one of our more popular client webinars where we detail what is happening in the market, what makes us so successful and different from other advisors, and how it effects our clients' portfolios.
Forgotten 401Ks
ZombiesThey’ll eat you alive!Failure to Rebalance - Zombie Sign #1When was the last time you rebalanced your 401(k) or other retirement account? When you set it up, you took a fairly conservative approach and bought 60% stock mutual funds and 40% bond...
Navigating Bear Market 17 & Covid19 Webinar
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > This Webinar zeroes in on Technical Analysis and Active Management—two strategies that protect your assets in times of trouble. Our equity...
Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?Read more>>
Active Portfolio Management – How We Do It!
Research Financial Strategies specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk. Research Financial Strategies provides our...
Don’t Be Deceived By Mutual Funds
Best Mutual Funds? Since the bull market run started 10 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong. In fact, not one single mutual fund has beaten the market...
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