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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.
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For You
We specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
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.
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 advisor, 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 | Pre-Holiday Optimism Lifts Markets
Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1.73 percent. The Dow Jones...
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...
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For over 25 years, Research Financial Strategies has been serving 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!